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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	CMANY Capital Management Associates (New York) New York	$544K	$0	1	0.82%	Maintained
1127	ALPS Advisors Denver, Colorado	$537K	-$1.22M	1	0%	Reduced
1128	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$537K	+$183K	1	0.28%	Increased
1129	WF WealthTrust Fairport Cleveland, Ohio	$531K	+$66.3K	2	0.08%	Increased
1130	BBI Baxter Bros Inc Riverside, Connecticut	$530K	+$129K	1	0.21%	Increased
1131	Mizuho Securities USA New York	$527K	+$538K	1	0.06%	New
1132	WAM Weatherly Asset Management Del Mar, California	$524K	+$12.9K	1	0.23%	Increased
1133	GVT Genesee Valley Trust Pittsford, New York	$520K	+$220K	1	0.32%	Increased
1134	RT Rockland Trust Hanover, Massachusetts	$511K	+$41.5K	1	0.11%	Increased
1135	TFA Toth Financial Advisory Leesburg, Virginia	$511K	+$13.6K	1	0.19%	Increased
1136	Bank of Nova Scotia Toronto, Ontario, Canada	$510K	+$39.1K	1	0%	Increased
1137	PTC Private Trust Company Cleveland, Ohio	$508K	-$56.9K	9	0.17%	Reduced
1138	IIC Ironwood Investment Counsel Scottsdale, Arizona	$507K	$0	1	0.27%	Maintained
1139	BOH Bank of Hawaii Honolulu, Hawaii	$506K	+$567K	1	0.05%	New
1140	UMB Bank Kansas City, Missouri	$505K	$0	1	0.02%	Maintained
1141	Colony Group Boston, Massachusetts	$502K	+$461K	4	0.06%	Increased
1142	GCIA Gabelli & Co Investment Advisers Rye, New York	$501K	-$63.8K	1	0.08%	Reduced
1143	CBU CIBC Bank USA Chicago, Illinois	$499K	-$62.4K	1	0.1%	Reduced
1144	MC Miles Capital West Des Moines, Iowa	$499K	+$258K	2	0.26%	Increased
1145	Clark Capital Management Group Philadelphia, Pennsylvania	$497K	-$4.41M	2	0.04%	Reduced
1146	QCMC Quantum Capital Management (California) San Francisco, California	$496K	-$40.9K	1	0.1%	Reduced
1147	NIM NuWave Investment Management Parsippany, New Jersey	$492K	+$457K	2	1.41%	Increased
1148	Yacktman Asset Management Austin, Texas	$492K	+$524K	1	0%	New
1149	South Texas Money Management San Antonio, Texas	$490K	-$2.48K	1	0.03%	Reduced
1150	WA WFG Advisors Dallas, Texas	$490K	+$32.7K	7	0.09%	Increased