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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	PCM Parsons Capital Management Providence, Rhode Island	$573K	+$272K	3	0.08%	Increased
1077	TFF Timothy F. Fidgeon	$570K	-$5.14K	1	0.25%	Reduced
1078	1GA 1st Global Advisors Dallas, Texas	$565K	+$550K	1	0.08%	New
1079	Brinker Capital Investments Berwyn, Pennsylvania	$561K	+$58.6K	2	0.02%	Increased
1080	HIC Holderness Investments Company Greensboro, North Carolina	$552K	+$81.6K	1	0.56%	Increased
1081	Bank of Nova Scotia Toronto, Ontario, Canada	$549K	-$557K	1	0%	Reduced
1082	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$549K	-$259K	1	0.11%	Reduced
1083	ETrade Capital Management Arlington, Virginia	$549K	+$79.8K	1	0.03%	Increased
1084	QIM Quantitative Investment Management Charlottesville, Virginia	$547K	+$452K	1	0.05%	New
1085	SAM Shikiar Asset Management New York	$546K	-$1.62M	1	0.24%	Reduced
1086	CCM CrestPoint Capital Management Four Seasons, Missouri	$545K	-$129K	2	0.28%	Reduced
1087	Sageworth Trust Lancaster, Pennsylvania	$545K	-$262K	1	0.18%	Reduced
1088	HCM Highlander Capital Management Short Hills, New Jersey	$538K	+$536K	1	0.46%	New
1089	BlueCrest Capital Management St Helier, Jersey	$534K	-$2.9M	1	0.03%	Reduced
1090	CAS Cue Advisory Services Phoenix, Arizona	$532K	+$6.32K	1	0.54%	Increased
1091	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$531K	$0	1	0.05%	Maintained
1092	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$523K	-$154K	1	0.36%	Reduced
1093	AW Alpha Windward Westwood, Massachusetts	$520K	+$99.7K	2	0.34%	Increased
1094	AHC Adell Harriman & Carpenter Houston, Texas	$520K	+$71.4K	1	0.14%	Increased
1095	FMA FNY Managed Accounts New York	$519K	+$82.2K	2	0.43%	Increased
1096	WSCM Wellington Shields Capital Management New York	$518K	-$554K	2	0.08%	Reduced
1097	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$516K	-$1.04M	1	0.15%	Reduced
1098	WEC Winslow Evans & Crocker Boston, Massachusetts	$514K	-$424	3	0.15%	Reduced
1099	FIM Fruth Investment Management Houston, Texas	$514K	$0	1	0.22%	Maintained
1100	BIA Biondo Investment Advisors Milford, Pennsylvania	$510K	$0	1	0.15%	Maintained