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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1001	QS Investors New York	$805K	-$7.82M	3	0.01%	Reduced
1002	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$802K	$0	1	0.89%	Maintained
1003	BHA Beech Hill Advisors New York	$799K	+$97.9K	2	0.38%	Increased
1004	GIP Granite Investment Partners El Segundo, California	$795K	-$6.8K	1	0.07%	Reduced
1005	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$792K	-$3.2K	1	0.91%	Reduced
1006	NB NBT Bank Norwich, New York	$792K	-$30.1K	1	0.13%	Reduced
1007	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$791K	-$10.8K	1	0.24%	Reduced
1008	MC MRJ Capital New York	$781K	+$782K	1	0.44%	New
1009	NV Nair Vinay	$768K	+$530K	3	0.53%	Increased
1010	SI SII Investments Appleton, Wisconsin	$768K	-$68.6K	1	0.09%	Reduced
1011	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$765K	+$198K	3	0.3%	Increased
1012	IIM Ironwood Investment Management Boston, Massachusetts	$765K	-$85.1K	2	0.14%	Reduced
1013	Boothbay Fund Management New York	$762K	+$752K	2	0.5%	New
1014	Epoch Investment Partners New York	$757K	+$194K	1	0%	Increased
1015	RCM Reynolds Capital Management Las Vegas, Nevada	$755K	+$70.9K	1	0.66%	Increased
1016	ZF Zhang Financial Portage, Michigan	$749K	$0	1	0.47%	Maintained
1017	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$745K	+$2.02K	1	0.16%	Increased
1018	WPP Whalerock Point Partners Providence, Rhode Island	$745K	+$40.8K	1	0.3%	Increased
1019	BFO Boston Family Office Boston, Massachusetts	$741K	$0	1	0.09%	Maintained
1020	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$740K	$0	1	0.35%	Maintained
1021	AMIM Aull & Monroe Investment Management Mobile, Alabama	$739K	-$34K	1	0.41%	Reduced
1022	TCM Tanaka Capital Management New York	$737K	+$27.3K	1	2.04%	Increased
1023	AC Altus Capital Mayfield Heights, Ohio	$734K	-$242K	1	2.77%	Reduced
1024	ANI American National Insurance Galveston, Texas	$727K	$0	1	0.04%	Maintained
1025	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$723K	+$754K	4	0.3%	New