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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
1051	Arrowstreet Capital Boston, Massachusetts	$507K	+$495K	1	0%	New
1052	DA Denali Advisors San Diego, California	$502K	+$515K	3	0.17%	Increased
1053	HIC Harvey Investment Company Louisville, Kentucky	$499K	$0	1	0.14%	Maintained
1054	CT Cambridge Trust Cambridge, Massachusetts	$498K	-$36.6K	1	0.05%	Reduced
1055	FCCM First City Capital Management Savannah, Georgia	$492K	-$304K	1	0.41%	Reduced
1056	BOS Bingham Osborn & Scarborough San Francisco, California	$488K	$0	1	0.08%	Maintained
1057	FIM Fruth Investment Management Houston, Texas	$478K	-$20.8K	1	0.25%	Reduced
1058	SGAM Steinberg Global Asset Management Boca Raton, Florida	$476K	+$23.2K	1	0.11%	Increased
1059	AHC Anderson Hoagland & Co St Louis, Missouri	$474K	+$453K	1	0.33%	New
1060	NCIM New Century Investment Management Southfield, Michigan	$468K	-$1.76M	1	0.32%	Reduced
1061	GLI Guardian Life Insurance New York	$462K	+$1.61K	2	0.04%	Increased
1062	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$450K	-$11.3K	1	0.28%	Reduced
1063	FC Fayerweather Charles	$447K	$0	1	1.8%	Maintained
1064	DAM Delta Asset Management Memphis, Tennessee	$442K	+$65.8K	4	0.11%	Increased
1065	CWA Constellation Wealth Advisors New York	$441K	+$67.2K	1	0.05%	Increased
1066	DWA Dorsey Wright & Associates Pasadena, California	$441K	-$873	1	0.06%	Reduced
1067	Capital Analysts LLC Fort Washington, Pennsylvania	$440K	-$359K	3	0.13%	Reduced
1068	RT Rockland Trust Hanover, Massachusetts	$440K	+$7.39K	1	0.12%	Increased
1069	First National Bank of Omaha Omaha, Nebraska	$439K	-$14.3K	1	0.04%	Reduced
1070	PIP Palisades Investment Partners Santa Monica, California	$437K	$0	1	0.41%	Maintained
1071	KA Kovack Advisors Ft. Lauderdale, Florida	$436K	+$1.95K	1	2.24%	Increased
1072	RIL Rothschild Investment LLC Chicago, Illinois	$436K	-$8.39K	1	0.06%	Reduced
1073	Bel Air Investment Advisors Los Angeles, California	$435K	+$334K	1	0.06%	New
1074	DM Delphi Management Brookline, Massachusetts	$435K	-$1.63M	1	0.05%	Reduced
1075	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$434K	$0	1	0.13%	Maintained