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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	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$452K	+$453K	1	0.21%	New
1127	UMB Bank Kansas City, Missouri	$451K	$0	1	0.02%	Maintained
1128	ATC Argent Trust Co Nashville, Tennessee	$446K	$0	1	0.23%	Maintained
1129	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$446K	+$244K	1	0.04%	Increased
1130	DP Dearborn Partners Chicago, Illinois	$445K	-$16.1K	1	0.04%	Reduced
1131	MSU Maple Securities USA Jersey City, New Jersey	$442K	+$442K	1	0.04%	New
1132	E. Ohman J:or Asset Management Stockholm, Sweden	$442K	$0	2	0.1%	Maintained
1133	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$440K	+$212K	3	0.11%	Increased
1134	AHC Anderson Hoagland & Co St Louis, Missouri	$437K	$0	1	0.25%	Maintained
1135	AP Advisor Partners Walnut Creek, California	$435K	-$11K	1	0.18%	Reduced
1136	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$433K	-$4.77K	5	0.25%	Reduced
1137	CIC Cornercap Investment Counsel Atlanta, Georgia	$430K	-$909K	1	0.08%	Reduced
1138	BCM Bienville Capital Management New York	$429K	+$109K	1	0.25%	Increased
1139	CMANY Capital Management Associates (New York) New York	$428K	$0	1	0.57%	Maintained
1140	PIC Portland Investment Counsel Burlington, Ontario, Canada	$427K	$0	1	0.63%	Maintained
1141	BFG Beacon Financial Group Dallas, Texas	$423K	+$94.5K	1	0.09%	Increased
1142	KA Kovack Advisors Ft. Lauderdale, Florida	$422K	-$8.5K	1	0.36%	Reduced
1143	FPFS First Personal Financial Services Charlotte, North Carolina	$420K	-$108K	3	0.25%	Reduced
1144	ACM Americafirst Capital Management Roseville, California	$417K	+$416K	1	0.21%	New
1145	EBIM Eagle Boston Investment Management Boston, Massachusetts	$417K	+$240K	1	0.04%	Increased
1146	EAM Evanson Asset Management Carmel, California	$416K	+$198K	1	0.15%	Increased
1147	RC Roundview Capital Princeton, New Jersey	$415K	+$445K	1	0.16%	New
1148	FC Fayerweather Charles	$413K	$0	1	1.03%	Maintained
1149	WA WFG Advisors Dallas, Texas	$413K	-$56.2K	7	0.12%	Reduced
1150	Salem Investment Counselors Winston Salem, North Carolina	$408K	-$2.38K	1	0.05%	Reduced