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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	SIC SFE Investment Counsel Los Angeles, California	$861K	-$6.74K	1	0.37%	Reduced
1027	WIC Wood Investment Counsel Denver, Colorado	$855K	+$30.8K	1	0.13%	Increased
1028	BHA Beech Hill Advisors New York	$854K	+$78K	1	0.4%	Increased
1029	MAM Majedie Asset Management London, United Kingdom	$854K	+$530K	1	0.14%	Increased
1030	PP Paloma Partners Greenwich, Connecticut	$849K	-$430K	1	0.04%	Reduced
1031	WCF West Coast Financial Santa Barbara, California	$847K	-$180K	1	0.48%	Reduced
1032	Evercore Wealth Management New York	$840K	-$13.7K	5	0.04%	Reduced
1033	FNYS First New York Securities New York	$838K	+$869K	5	0.59%	New
1034	ODCM Old Dominion Capital Management Charlottesville, Virginia	$836K	-$114K	1	0.86%	Reduced
1035	GC Globeflex Capital San Diego, California	$835K	-$5.91M	1	0.09%	Reduced
1036	MCC Malaga Cove Capital Pv Estates, California	$834K	+$49.5K	2	0.67%	Increased
1037	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$826K	+$115K	2	0.22%	Increased
1038	RCIM Russell Clark Investment Management London, United Kingdom	$825K	+$856K	1	0.29%	New
1039	WA WealthTrust Axiom Wayne, Pennsylvania	$818K	+$529K	1	0.29%	Increased
1040	Saturna Capital Bellingham, Washington	$817K	+$11.9K	1	0.02%	Increased
1041	MFW Meristem Family Wealth Minnetonka, Minnesota	$810K	$0	1	0.35%	Maintained
1042	ACM Afton Capital Management Charlotte, North Carolina	$809K	-$430K	1	1.41%	Reduced
1043	AAM Archipel Asset Management Stockholm, Sweden	$807K	+$903K	1	0.23%	New
1044	MC Menta Capital San Francisco, California	$802K	-$548K	2	0.13%	Reduced
1045	CIA Capital Impact Advisors Boston, Massachusetts	$800K	+$3.34K	2	1.05%	Increased
1046	PCM Perritt Capital Management Chicago, Illinois	$795K	$0	1	0.15%	Maintained
1047	FIB First Interstate Bank Billings, Montana	$792K	+$808K	1	0.17%	New
1048	CB Chemical Bank Detroit, Michigan	$791K	-$51.8K	1	0.14%	Reduced
1049	DA Dillon & Associates Jackson, Michigan	$783K	+$16.3K	1	0.4%	Increased
1050	NME Notis-McConarty Edward	$774K	+$261K	2	0.55%	Increased