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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	PCM Parsons Capital Management Providence, Rhode Island	$477K	+$213K	2	0.06%	Increased
1102	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$472K	+$8.5K	1	0.02%	Increased
1103	E. Ohman J:or Asset Management Stockholm, Sweden	$469K	$0	1	0.07%	Maintained
1104	SIA SeaBridge Investment Advisors Summit, New Jersey	$469K	$0	1	0.12%	Maintained
1105	GS Girard Securities San Diego, California	$468K	-$46.6K	1	0.48%	Reduced
1106	HIC Holderness Investments Company Greensboro, North Carolina	$462K	$0	1	0.46%	Maintained
1107	SCA Secor Capital Advisors New York	$462K	-$3.96M	1	0.05%	Reduced
1108	TSS Two Sigma Securities New York	$461K	-$209K	2	0.16%	Reduced
1109	NL NWAM LLC Mercer Island, Washington	$458K	-$24.8K	1	0.03%	Reduced
1110	ICM IMS Capital Management Portland, Oregon	$456K	$0	1	0.53%	Maintained
1111	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$456K	+$105K	2	0.03%	Increased
1112	WIA Westbourne Investment Advisors Annapolis, Maryland	$456K	-$90.5K	1	0.4%	Reduced
1113	WRM Westport Resources Management Westport, Connecticut	$455K	+$279K	4	0.33%	Increased
1114	NG NatWest Group Edinburgh, Scotland, United Kingdom	$452K	+$480K	1	0.11%	New
1115	AP Advisor Partners Walnut Creek, California	$450K	+$36.1K	1	0.15%	Increased
1116	Element Capital Management New York	$449K	+$171K	1	0.08%	Increased
1117	GA GFS Advisors Houston, Texas	$446K	+$447K	1	0.1%	New
1118	DII Domini Impact Investments New York	$444K	-$10.9K	2	20.58%	Reduced
1119	NB Nicolet Bankshares Green Bay, Wisconsin	$442K	+$33.3K	1	0.26%	Increased
1120	VIA Virtus Investment Advisers Hartford, Connecticut	$438K	+$429K	2	0.03%	New
1121	Wealthfront Palo Alto, California	$438K	+$47.5K	1	0.01%	Increased
1122	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$428K	-$30.7K	1	0.21%	Reduced
1123	SEC Seven Eight Capital New York	$428K	-$1.14M	1	0.13%	Reduced
1124	BC Banced Corp Edwardsville, Illinois	$423K	+$385K	1	0.83%	New
1125	IFS Ifrah Financial Services Little Rock, Arkansas	$423K	-$11.9K	1	0.17%	Reduced