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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	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$531K	-$86.6K	1	0.04%	Reduced
1127	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$531K	-$409K	3	0.02%	Reduced
1128	CEP Chicago Equity Partners Chicago, Illinois	$530K	-$362K	1	0.01%	Reduced
1129	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$530K	-$3.7M	1	0.12%	Reduced
1130	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$530K	-$6.9M	1	0.01%	Reduced
1131	CAS Cue Advisory Services Phoenix, Arizona	$529K	+$513K	1	0.56%	New
1132	FPFS First Personal Financial Services Charlotte, North Carolina	$529K	+$543K	3	0.31%	New
1133	SSB Sandy Spring Bank Olney, Maryland	$522K	+$2.7K	4	0.06%	Increased
1134	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$521K	+$76.2K	1	0.12%	Increased
1135	ECM Empirical Capital Management Hendersonville, Tennessee	$520K	+$569K	1	0.51%	New
1136	ECP Empirical Capital Partners Ringgold, Georgia	$520K	+$569K	1	0.51%	New
1137	NGA Naples Global Advisors Naples, Florida	$517K	+$7.91K	1	0.27%	Increased
1138	LS Lupo Securities Chicago, Illinois	$517K	+$527K	2	0.25%	New
1139	POA Pergamon Offshore Advisors New York	$516K	+$568K	2	0.48%	New
1140	FIM Fruth Investment Management Houston, Texas	$514K	+$35.5K	1	0.22%	Increased
1141	SRAM Stone Ridge Asset Management New York	$512K	+$539K	1	1.07%	New
1142	BAM Brave Asset Management Summit, New Jersey	$505K	-$32.5K	2	0.36%	Reduced
1143	Yacktman Asset Management Austin, Texas	$502K	+$40K	1	0%	Increased
1144	Brinker Capital Investments Berwyn, Pennsylvania	$500K	+$530K	2	0.02%	New
1145	WA WFG Advisors Dallas, Texas	$500K	+$15K	10	0.1%	Increased
1146	Synovus Financial Columbus, Georgia	$497K	+$47.3K	5	0.01%	Increased
1147	E. Ohman J:or Asset Management Stockholm, Sweden	$495K	-$117K	2	0.12%	Reduced
1148	AI ArchPoint Investors Coral Gables, Florida	$495K	+$226K	1	0.37%	Increased
1149	PL Parkwood LLC Cleveland, Ohio	$489K	+$542K	1	0.07%	New
1150	MCM Murphy Capital Management Bedminster, New Jersey	$488K	-$466K	1	0.07%	Reduced