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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
1126	HP Holowesko Partners Nassau, Bahamas	$531K	+$498K	1	0.04%	New
1127	SI Shaker Investments Cleveland, Ohio	$530K	+$485K	1	0.34%	New
1128	FIM Fruth Investment Management Houston, Texas	$528K	$0	1	0.25%	Maintained
1129	PAA Peregrine Asset Advisers Portland, Oregon	$528K	$0	1	0.46%	Maintained
1130	CT Cambridge Trust Cambridge, Massachusetts	$527K	-$22K	1	0.05%	Reduced
1131	WC Whitnell & Co Oak Brook, Illinois	$525K	+$67.4K	1	0.24%	Increased
1132	TFA Transamerica Financial Advisors St. Petersburg, Florida	$521K	+$140K	2	0.06%	Increased
1133	FC Fayerweather Charles	$519K	+$14.9K	1	1.81%	Increased
1134	SGAM Steinberg Global Asset Management Boca Raton, Florida	$513K	-$12.4K	1	0.11%	Reduced
1135	PSC Piper Sandler & Co Minneapolis, Minnesota	$507K	+$450K	1	0.43%	New
1136	DA Denali Advisors San Diego, California	$483K	-$52.6K	3	0.15%	Reduced
1137	AIS AlphaOne Investment Services West Chester, Pennsylvania	$481K	+$88.6K	1	0.1%	Increased
1138	E. Ohman J:or Asset Management Stockholm, Sweden	$473K	$0	2	0.11%	Maintained
1139	CMANY Capital Management Associates (New York) New York	$473K	$0	1	0.7%	Maintained
1140	DWA Dorsey Wright & Associates Pasadena, California	$473K	+$6.54K	1	0.07%	Increased
1141	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$470K	+$445K	1	0.47%	New
1142	First National Bank of Omaha Omaha, Nebraska	$468K	-$2.83K	1	0.04%	Reduced
1143	DM Delphi Management Brookline, Massachusetts	$460K	-$52.8K	1	0.05%	Reduced
1144	Salem Investment Counselors Winston Salem, North Carolina	$457K	$0	1	0.06%	Maintained
1145	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$455K	-$35.6K	1	0.22%	Reduced
1146	RIL Rothschild Investment LLC Chicago, Illinois	$450K	-$30.2K	1	0.06%	Reduced
1147	WA WealthTrust Axiom Wayne, Pennsylvania	$449K	+$422K	2	0.17%	New
1148	LC Lubar & Co Milwaukee, Wisconsin	$447K	$0	1	0.35%	Maintained
1149	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$446K	+$29.2K	1	0.3%	Increased
1150	BBI Baxter Bros Inc Riverside, Connecticut	$445K	+$24.5K	1	0.21%	Increased