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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
1151	Beck Mack & Oliver New York	$28.1M	-$346K	3	0.55%	Reduced
1152	NPF Norris Perne & French Grand Rapids, Michigan	$28.1M	+$742K	3	1.2%	Increased
1153	CIC Chase Investment Counsel Charlottesville, Virginia	$28M	+$1.36M	4	5.9%	Increased
1154	QIM Quest Investment Management Lake Oswego, Oregon	$27.9M	-$6.92M	5	3.26%	Reduced
1155	RIL Rothschild Investment LLC Chicago, Illinois	$27.7M	+$8.56M	28	1.03%	Increased
1156	AlTi Global New York	$27.6M	+$6.62M	5	0.57%	Increased
1157	WSCM Wellington Shields Capital Management New York	$27.5M	+$1.88M	8	3.49%	Increased
1158	CIM Corbyn Investment Management Lutherville, Maryland	$27.5M	-$5.54M	2	7.94%	Reduced
1159	Y-Intercept (HK) Hong Kong	$27.5M	+$2.73M	8	0.54%	Increased
1160	TVPW Third View Private Wealth Westport, Connecticut	$27.5M	+$1.19M	3	3.37%	Increased
1161	Focus Financial Network Minneapolis, Minnesota	$27.4M	+$3.44M	8	0.85%	Increased
1162	RCW Rheos Capital Works Tokyo, Japan	$27.3M	-$7.95M	1	1.56%	Reduced
1163	Capital Investment Advisors Atlanta, Georgia	$27.3M	+$626K	5	0.36%	Increased
1164	Forvis Mazars Wealth Advisors Springfield, Missouri	$27.1M	-$400K	4	0.45%	Reduced
1165	Krilogy Financial St. Louis, Missouri	$27.1M	-$325K	10	0.8%	Reduced
1166	TIC TriCert Investment Counsel Waterloo,	$27.1M	+$25.6M	1	2.52%	New
1167	MNBTD Moody National Bank Trust Division Galveston, Texas	$27M	+$4.11M	8	2.24%	Increased
1168	SC Syon Capital San Francisco, California	$26.9M	+$659K	11	1.17%	Increased
1169	SIC SFE Investment Counsel Los Angeles, California	$26.8M	-$1.85M	4	3.62%	Reduced
1170	Simplicity Wealth Summit, New Jersey	$26.8M	+$10.1M	6	0.9%	Increased
1171	EFS Essex Financial Services Essex, Connecticut	$26.8M	+$896K	7	1.33%	Increased
1172	OHIS Oak Harvest Investment Services Houston, Texas	$26.8M	+$11.4M	3	2.5%	Increased
1173	WBC Westpac Banking Corp Sydney, Australia	$26.8M	+$3.51M	4	1.65%	Increased
1174	AC Avestar Capital New York	$26.7M	+$965K	5	1.49%	Increased
1175	NPT Nixon Peabody Trust Boston, Massachusetts	$26.7M	-$1.79M	4	1.89%	Reduced