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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
1101	MSU Maple Securities USA Jersey City, New Jersey	$264K	+$277K	1	0.02%	New
1102	GAM Griffin Asset Management New York	$263K	+$252K	1	0.1%	New
1103	III Independent Investors Inc Nesconset, New York	$263K	+$252K	1	0.15%	New
1104	TCM Tufton Capital Management Hunt Valley, Maryland	$263K	+$252K	1	0.06%	New
1105	PIM Penobscot Investment Management Boston, Massachusetts	$262K	+$251K	1	0.11%	New
1106	TCM Telos Capital Management San Diego, California	$262K	+$268K	1	0.23%	New
1107	CA Continental Advisors Park City, Utah	$261K	+$250K	1	0.07%	New
1108	IC IKOS CIF Limassol, Cyprus	$259K	+$267K	1	0.48%	New
1109	MRCM M&R Capital Management Summit, New Jersey	$255K	+$245K	1	0.07%	New
1110	KT Kanaly Trust Houston, Texas	$254K	+$244K	1	0.08%	New
1111	AI ArchPoint Investors Coral Gables, Florida	$253K	+$242K	1	0.3%	New
1112	CBB Citizens Business Bank Ontario, California	$247K	+$236K	1	0.06%	New
1113	Hillsdale Investment Management Toronto, Ontario, Canada	$242K	+$248K	1	0.08%	New
1114	WPC Waters Parkerson & Co New Orleans, Louisiana	$237K	+$227K	1	0.03%	New
1115	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$234K	+$239K	1	0.09%	New
1116	BAC Boys Arnold & Co Asheville, North Carolina	$231K	+$221K	1	0.05%	New
1117	BTNA Bremer Trust National Association St. Cloud, Minnesota	$231K	+$221K	1	0.1%	New
1118	Seizert Capital Partners Birmingham, Michigan	$231K	+$221K	1	0.01%	New
1119	Atalanta Sosnoff Capital New York	$230K	+$221K	1	0.01%	New
1120	AP Atwood & Palmer Kansas City, Missouri	$230K	+$235K	1	0.06%	New
1121	BOH Bank of Hawaii Honolulu, Hawaii	$230K	+$236K	1	0.02%	New
1122	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$229K	+$220K	1	0.17%	New
1123	BFO Boston Family Office Boston, Massachusetts	$224K	+$214K	1	0.03%	New
1124	HCA Harbour Capital Advisors Tysons Corner, Virginia	$224K	+$235K	1	0.28%	New
1125	HM Harvest Management New York	$224K	+$214K	1	0.31%	New