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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
1076	AR Advisory Research Chicago, Illinois	$433K	+$1.34K	1	0%	Increased
1077	ACI Advance Capital I Southfield, Michigan	$431K	$0	1	0.22%	Maintained
1078	PAA Peregrine Asset Advisers Portland, Oregon	$430K	+$29.7K	1	0.41%	Increased
1079	PC Passport Capital San Francisco, California	$423K	$0	1	0.01%	Maintained
1080	FBC Fairfield, Bush & Co Darien, Connecticut	$416K	-$121K	1	0.13%	Reduced
1081	CMANY Capital Management Associates (New York) New York	$413K	$0	1	0.63%	Maintained
1082	Salem Investment Counselors Winston Salem, North Carolina	$413K	$0	1	0.06%	Maintained
1083	RPA Rock Point Advisors Burlington, Vermont	$407K	+$368K	1	0.19%	New
1084	Bank of Nova Scotia Toronto, Ontario, Canada	$403K	-$84.6K	1	0%	Reduced
1085	LC Lubar & Co Milwaukee, Wisconsin	$397K	+$150K	1	0.37%	Increased
1086	Loews Corp New York	$389K	-$3.38M	1	0%	Reduced
1087	MA Menlo Advisors Menlo Park, California	$389K	$0	1	0.3%	Maintained
1088	WAM Weatherly Asset Management Del Mar, California	$389K	+$298K	1	0.2%	New
1089	FIM Frontier Investment Management Dallas, Texas	$386K	$0	1	0.07%	Maintained
1090	UMB Bank Kansas City, Missouri	$383K	-$224K	1	0.02%	Reduced
1091	CCM Carlson Capital Management Northfield, Minnesota	$382K	$0	1	0.17%	Maintained
1092	BIM BRC Investment Management Greenwood Village, Colorado	$381K	-$15K	1	0.06%	Reduced
1093	BBI Baxter Bros Inc Riverside, Connecticut	$378K	+$34.9K	1	0.21%	Increased
1094	CS Comerica Securities Detroit, Michigan	$378K	-$33.6K	1	0.43%	Reduced
1095	MCM Murphy Capital Management Bedminster, New Jersey	$377K	+$289K	1	0.07%	New
1096	PVH Psagot Value Holdings Tel Aviv, Israel	$375K	+$230K	4	0.01%	New
1097	SCM Seamans Capital Management Boston, Massachusetts	$371K	-$366K	1	0.44%	Reduced
1098	AP Advisor Partners Walnut Creek, California	$369K	+$17.4K	1	0.26%	Increased
1099	TC Telemus Capital Southfield, Michigan	$365K	+$356K	1	0.11%	New
1100	AIS AlphaOne Investment Services West Chester, Pennsylvania	$361K	-$197K	1	0.09%	Reduced