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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	ABP Arthur B. Page	$598K	+$561K	1	0.6%	New
1102	CAM ClariVest Asset Management San Diego, California	$598K	-$277K	3	0.03%	Reduced
1103	LMAM Legg Mason Asset Management Tokyo, Japan	$597K	-$84.7K	1	0.34%	Reduced
1104	FNYS First New York Securities New York	$596K	+$471K	1	0.36%	Increased
1105	FAM Formidable Asset Management Cincinnati, Ohio	$596K	+$585K	2	0.4%	New
1106	LWI Long Wharf Investors Boston, Massachusetts	$594K	+$8.47K	1	0.54%	Increased
1107	South Texas Money Management San Antonio, Texas	$586K	+$3.13K	1	0.04%	Increased
1108	CAS CTC Alternative Strategies Chicago, Illinois	$582K	+$551K	1	0.44%	New
1109	Heritage Investors Management Corp Bethesda, Maryland	$581K	-$35.7K	1	0.05%	Reduced
1110	ACM Aviance Capital Management Sarasota, Florida	$568K	-$15.6K	2	0.3%	Reduced
1111	ICOA Investment Centers of America Bismarck, North Dakota	$567K	-$845K	1	0.27%	Reduced
1112	RNS Robert N. Shapiro	$565K	-$23K	5	0.1%	Reduced
1113	Capital Analysts LLC Fort Washington, Pennsylvania	$564K	+$93.7K	3	0.15%	Increased
1114	QCMC Quantum Capital Management (California) San Francisco, California	$559K	-$70.8K	1	0.09%	Reduced
1115	CCM Catapult Capital Management New York	$558K	+$495K	1	0.13%	New
1116	AWA ARS Wealth Advisors St. Petersburg, Florida	$557K	+$521K	1	0.34%	New
1117	HIC Harvey Investment Company Louisville, Kentucky	$552K	$0	1	0.15%	Maintained
1118	TF Trutina Financial Bellevue, Washington	$551K	+$469K	1	0.47%	Increased
1119	RT Rockland Trust Hanover, Massachusetts	$548K	+$57.6K	1	0.13%	Increased
1120	SI Standard Investments New York	$544K	+$554K	1	0.04%	New
1121	Advisory Services Network Atlanta, Georgia	$543K	+$508K	2	0.27%	New
1122	DAM Delta Asset Management Memphis, Tennessee	$543K	+$56K	3	0.12%	Increased
1123	AHC Anderson Hoagland & Co St Louis, Missouri	$534K	$0	1	0.37%	Maintained
1124	KA KLCM Advisors Milwaukee, Wisconsin	$533K	+$498K	1	0.15%	New
1125	AW Alpha Windward Westwood, Massachusetts	$531K	+$453K	2	0.37%	Increased