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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	CAM ClariVest Asset Management San Diego, California	$706K	+$6.41K	1	0.02%	Increased
1027	Bahl & Gaynor Cincinnati, Ohio	$703K	-$7.51K	2	0.01%	Reduced
1028	WTB Washington Trust Bank Spokane, Washington	$701K	-$64K	5	0.17%	Reduced
1029	NME Notis-McConarty Edward	$700K	-$81.6K	2	0.48%	Reduced
1030	CK Cohen Klingenstein New York	$699K	$0	1	0.13%	Maintained
1031	Park National Corp Newark, Ohio	$699K	-$194K	1	0.05%	Reduced
1032	Hancock Whitney Gulfport, Mississippi	$698K	-$6.01M	1	0.03%	Reduced
1033	LD Lipe & Dalton Syracuse, New York	$698K	$0	1	0.48%	Maintained
1034	BAM Burnham Asset Management New York	$697K	$0	1	0.16%	Maintained
1035	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$696K	-$5.82K	2	0.13%	Reduced
1036	FDS First Dallas Securities Dallas, Texas	$691K	+$785K	1	0.48%	New
1037	MC Menta Capital San Francisco, California	$689K	-$420K	1	0.09%	Reduced
1038	Natixis Paris, France	$687K	-$223K	1	0.01%	Reduced
1039	Mizuho Securities USA New York	$683K	-$26.1K	1	0.09%	Reduced
1040	BFA Benedict Financial Advisors Atlanta, Georgia	$680K	-$1.91K	1	0.44%	Reduced
1041	IA Icon Advisers Greenwood Village, Colorado	$679K	-$809K	1	0.04%	Reduced
1042	NCM Newland Capital Management New York	$679K	-$7.41M	1	0.76%	Reduced
1043	SIG Schooner Investment Group Wayne, Pennsylvania	$676K	-$1.36M	1	0.24%	Reduced
1044	FCCM First City Capital Management Savannah, Georgia	$669K	-$476K	2	0.46%	Reduced
1045	HCM Horrell Capital Management Little Rock, Arkansas	$668K	-$3.71K	1	0.29%	Reduced
1046	JC Jetstream Capital Brentwood, Tennessee	$668K	+$552K	1	0.04%	New
1047	IFS Ifrah Financial Services Little Rock, Arkansas	$667K	-$386K	2	0.25%	Reduced
1048	DAM Delta Asset Management Memphis, Tennessee	$666K	+$8.84K	5	0.13%	Increased
1049	LIM Leavell Investment Management Mobile, Alabama	$665K	-$28K	1	0.1%	Reduced
1050	Stonehage Fleming Financial Services St. Helier, Jersey	$665K	$0	1	0.08%	Maintained