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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	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$361K	-$307K	1	0.25%	Reduced
1102	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$360K	-$13.4K	1	0.13%	Reduced
1103	WI Wedgewood Investors Erie, Pennsylvania	$360K	+$7.39K	1	0.43%	Increased
1104	AMG National Trust Bank Greenwood Village, Colorado	$358K	$0	1	0.04%	Maintained
1105	Sculptor Capital New York	$351K	+$343K	1	0%	New
1106	IT Independence Trust Franklin, Tennessee	$350K	$0	1	0.26%	Maintained
1107	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$349K	-$67	1	0.09%	Reduced
1108	PTC Private Trust Company Cleveland, Ohio	$344K	-$269K	8	0.16%	Reduced
1109	Jefferies Group New York	$342K	-$2.19M	3	0%	Reduced
1110	Wedbush Securities Los Angeles, California	$340K	-$16.4K	2	0.09%	Reduced
1111	BFIM Beese Fulmer Investment Management Canton, Ohio	$339K	+$42K	1	0.13%	Increased
1112	TFA Transamerica Financial Advisors St. Petersburg, Florida	$336K	-$15.8K	2	0.04%	Reduced
1113	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$335K	-$175K	3	0.09%	Reduced
1114	RCA Rex Capital Advisors Providence, Rhode Island	$334K	+$319K	1	0.37%	New
1115	Fisher Asset Management Camas, Washington	$332K	-$1.61M	1	0%	Reduced
1116	AL AJO LP Philadelphia, Pennsylvania	$324K	-$614K	1	0%	Reduced
1117	Synovus Financial Columbus, Georgia	$324K	-$2.63M	4	0.01%	Reduced
1118	MAM Meeder Asset Management Dublin, Ohio	$321K	+$1.22K	1	0.06%	Increased
1119	I IberiaBank Lafayette, Louisiana	$320K	+$13.4K	1	0.21%	Increased
1120	Stock Yards Bank & Trust Louisville, Kentucky	$320K	-$176K	1	0.05%	Reduced
1121	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$316K	+$243K	1	0.04%	New
1122	ECM Endex Capital Management Overland Park, Kansas	$310K	$0	1	0.32%	Maintained
1123	GIS Guardian Investor Services New York	$308K	-$3.15K	2	0.26%	Reduced
1124	Epoch Investment Partners New York	$305K	+$18.1K	1	0%	Increased
1125	HM Harvest Management New York	$303K	+$67.2K	1	0.32%	Increased