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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
1026	FTI Fiduciary Trust International Lincoln, Massachusetts	$590K	+$575K	1	0.2%	New
1027	QCMC Quantum Capital Management (California) San Francisco, California	$590K	+$608K	1	0.12%	New
1028	WC Whitnell & Co Oak Brook, Illinois	$590K	$0	1	0.29%	Maintained
1029	DTL Dynamic Technology Lab Singapore	$589K	+$610K	2	0.47%	New
1030	Brighton Jones LLC Seattle, Washington	$585K	+$522K	2	0.15%	New
1031	WSCM Wellington Shields Capital Management New York	$582K	-$477K	2	0.11%	Reduced
1032	BCM Bourgeon Capital Management Darien, Connecticut	$578K	$0	1	0.39%	Maintained
1033	DAM Deltec Asset Management New York	$578K	$0	1	0.15%	Maintained
1034	CTA Colonial Trust Advisors Spartanburg, South Carolina	$575K	+$592K	1	0.19%	New
1035	IIC Ironwood Investment Counsel Scottsdale, Arizona	$571K	+$8.26K	1	0.38%	Increased
1036	PPCM Pillar Pacific Capital Management Pacifica, California	$562K	+$146K	2	0.12%	Increased
1037	Heritage Investors Management Corp Bethesda, Maryland	$560K	$0	1	0.05%	Maintained
1038	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$549K	-$145K	2	0.17%	Reduced
1039	TU TDAM USA Toronto, Ontario, Canada	$547K	-$471K	2	0.03%	Reduced
1040	E. Ohman J:or Asset Management Stockholm, Sweden	$541K	+$312K	2	0.14%	Increased
1041	NIM NuWave Investment Management Parsippany, New Jersey	$538K	-$521K	1	0.49%	Reduced
1042	PG Portola Group San Jose, California	$533K	-$212K	2	0.32%	Reduced
1043	ACM Aviance Capital Management Sarasota, Florida	$528K	+$225K	2	0.31%	Increased
1044	RNS Robert N. Shapiro	$527K	-$175K	5	0.09%	Reduced
1045	South Texas Money Management San Antonio, Texas	$527K	$0	1	0.04%	Maintained
1046	TAL TIG Advisors LLC New York	$523K	-$2.58M	1	0.05%	Reduced
1047	LWI Long Wharf Investors Boston, Massachusetts	$520K	-$64.3K	1	0.5%	Reduced
1048	SCM Scopia Capital Management New York	$513K	$0	1	0.02%	Maintained
1049	HCA Harbour Capital Advisors Tysons Corner, Virginia	$511K	+$250K	1	0.56%	Increased
1050	Scotia Capital Toronto, Ontario, Canada	$511K	+$39.1K	1	0.01%	Increased