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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	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$860K	$0	1	0.54%	Maintained
1052	Fort Washington Investment Advisors Cincinnati, Ohio	$859K	-$1.49M	1	0.02%	Reduced
1053	PFA Paradigm Financial Advisors Des Peres, Missouri	$859K	+$36.8K	2	0.79%	Increased
1054	AMIM Aull & Monroe Investment Management Mobile, Alabama	$856K	-$14.7K	1	0.49%	Reduced
1055	CK Cohen Klingenstein New York	$851K	$0	1	0.17%	Maintained
1056	HCM Horrell Capital Management Little Rock, Arkansas	$846K	+$8.27K	1	0.43%	Increased
1057	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$833K	+$134K	2	0.18%	Increased
1058	NAM North American Management Boston, Massachusetts	$832K	+$111K	1	0.14%	Increased
1059	SI SII Investments Appleton, Wisconsin	$824K	-$2.65K	1	0.15%	Reduced
1060	PIP Palisades Investment Partners Santa Monica, California	$823K	+$83.4K	1	0.89%	Increased
1061	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$819K	$0	1	0.4%	Maintained
1062	PPCM Pillar Pacific Capital Management Pacifica, California	$812K	+$21.7K	2	0.16%	Increased
1063	AL Agran Libbie Santa Monica, California	$811K	-$112K	2	0.22%	Reduced
1064	KCPG Kavar Capital Partners Group Leawood, Kansas	$805K	+$774K	4	0.67%	Increased
1065	TCM Tanaka Capital Management New York	$800K	+$325K	1	2.43%	Increased
1066	Thompson Siegel & Walmsley Richmond, Virginia	$793K	+$149K	2	0.02%	Increased
1067	M&T Bank Buffalo, New York	$791K	-$40.8K	4	0.03%	Reduced
1068	GAAM Guinness Atkinson Asset Management Pasadena, California	$788K	-$342K	1	0.79%	Reduced
1069	TT Tower Trust Fort Wayne, Indiana	$786K	$0	1	0.5%	Maintained
1070	ZF Zhang Financial Portage, Michigan	$784K	$0	1	0.56%	Maintained
1071	Avalon Investment & Advisory Houston, Texas	$775K	+$59.2K	2	0.04%	Increased
1072	LD Lipe & Dalton Syracuse, New York	$775K	-$42K	1	0.52%	Reduced
1073	HP Holowesko Partners Nassau, Bahamas	$774K	+$254K	1	0.05%	Increased
1074	WPP Whalerock Point Partners Providence, Rhode Island	$772K	+$66.3K	1	0.39%	Increased
1075	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$771K	-$16.2K	1	0.77%	Reduced