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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	Sculptor Capital New York	$888K	-$1.68M	2	0%	Reduced
1052	AMIM Aull & Monroe Investment Management Mobile, Alabama	$886K	+$5.94K	1	0.47%	Increased
1053	CAM CMT Asset Management Chicago, Illinois	$878K	+$765K	1	0.05%	New
1054	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$872K	-$11.1K	1	0.52%	Reduced
1055	ZF Zhang Financial Portage, Michigan	$858K	+$50.2K	1	0.58%	Increased
1056	Ninety One (UK) London, United Kingdom	$857K	+$776K	1	0.01%	New
1057	I2I Insight 2811 Inc Chicago, Illinois	$856K	$0	1	0.36%	Maintained
1058	GAAM Guinness Atkinson Asset Management Pasadena, California	$851K	$0	1	0.63%	Maintained
1059	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$848K	+$189K	2	0.22%	Increased
1060	CCM CrestPoint Capital Management Four Seasons, Missouri	$845K	-$301K	2	0.49%	Reduced
1061	MSI Financial Services Springfield, Massachusetts	$844K	-$531K	10	0.11%	Reduced
1062	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$841K	$0	1	0.41%	Maintained
1063	LD Lipe & Dalton Syracuse, New York	$832K	$0	1	0.52%	Maintained
1064	TFA Transamerica Financial Advisors St. Petersburg, Florida	$830K	-$136K	3	0.07%	Reduced
1065	PCM Perritt Capital Management Chicago, Illinois	$823K	-$9.69K	1	0.14%	Reduced
1066	First Allied Advisory Services San Diego, California	$819K	-$649K	2	0.06%	Reduced
1067	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$816K	+$115K	4	0.39%	Increased
1068	WPP Whalerock Point Partners Providence, Rhode Island	$814K	+$20.4K	1	0.39%	Increased
1069	BFO Boston Family Office Boston, Massachusetts	$796K	+$512K	1	0.1%	Increased
1070	DCM Daruma Capital Management New York	$794K	+$763K	1	0.03%	New
1071	ANI American National Insurance Galveston, Texas	$791K	$0	1	0.05%	Maintained
1072	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$791K	-$1.48K	1	0.85%	Reduced
1073	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$784K	+$22.8K	4	0.03%	Increased
1074	M&T Bank Buffalo, New York	$784K	-$35.4K	3	0.03%	Reduced
1075	Prospera Financial Services Dallas, Texas	$784K	+$313K	2	0.21%	Increased