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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	WF WealthTrust Fairport Cleveland, Ohio	$664K	+$182K	1	0.09%	Increased
1052	PGA Portland Global Advisors Portland, Maine	$657K	+$639K	1	0.34%	New
1053	R RQSI Nassau, Bahamas	$653K	-$30.2K	2	0.36%	Reduced
1054	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$650K	-$174K	4	0.14%	Reduced
1055	SGAM Steinberg Global Asset Management Boca Raton, Florida	$644K	-$340	1	0.13%	Reduced
1056	ECM Everence Capital Management Goshen, Indiana	$643K	$0	1	0.22%	Maintained
1057	GCIA Gabelli & Co Investment Advisers Rye, New York	$639K	+$102K	1	0.11%	Increased
1058	MFW Meristem Family Wealth Minnetonka, Minnesota	$639K	$0	1	0.27%	Maintained
1059	Azimuth Capital Management Bloomfield Hills, Michigan	$636K	-$20.4K	1	0.06%	Reduced
1060	NAM North American Management Boston, Massachusetts	$617K	$0	1	0.1%	Maintained
1061	Clark Capital Management Group Philadelphia, Pennsylvania	$614K	+$3.19K	1	0.06%	Increased
1062	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$609K	+$9.63K	1	0.24%	Increased
1063	Loews Corp New York	$603K	$0	1	0%	Maintained
1064	P Pitcairn Conshohocken, Pennsylvania	$603K	-$28.3K	2	0.07%	Reduced
1065	PAM Princeton Alpha Management Princeton Junction, New Jersey	$599K	-$883K	2	0.13%	Reduced
1066	Bradley Foster & Sargent Hartford, Connecticut	$596K	-$247K	1	0.03%	Reduced
1067	SCA Secor Capital Advisors New York	$594K	-$231K	2	0.23%	Reduced
1068	Busey Bank Urbana, Illinois	$587K	+$408	1	0.08%	Increased
1069	WA Winfield Associates Cleveland, Ohio	$583K	-$30.6K	2	0.41%	Reduced
1070	PC Palo Capital Newport Beach, California	$581K	+$579K	1	0.47%	New
1071	SCP Sandhill Capital Partners Buffalo, New York	$580K	+$4.42K	1	0.2%	Increased
1072	NGA Naples Global Advisors Naples, Florida	$578K	+$61.2K	1	0.27%	Increased
1073	IIC Ironwood Investment Counsel Scottsdale, Arizona	$577K	+$27.2K	1	0.29%	Increased
1074	BT Beacon Trust Morristown, New Jersey	$574K	+$126K	1	0.09%	Increased
1075	WFG Windsor Financial Group Minneapolis, Minnesota	$574K	+$558K	1	0.26%	New