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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	AHC Anderson Hoagland & Co St Louis, Missouri	$518K	$0	1	0.34%	Maintained
1152	RNS Robert N. Shapiro	$514K	-$48.3K	4	0.09%	Reduced
1153	UMB Bank Kansas City, Missouri	$513K	$0	1	0.03%	Maintained
1154	Bradley Foster & Sargent Hartford, Connecticut	$511K	-$442K	2	0.03%	Reduced
1155	FIM Fruth Investment Management Houston, Texas	$507K	-$5.67K	1	0.24%	Reduced
1156	FC Fayerweather Charles	$504K	$0	1	1.75%	Maintained
1157	MSU Maple Securities USA Jersey City, New Jersey	$501K	-$915K	1	0.04%	Reduced
1158	Synovus Financial Columbus, Georgia	$493K	+$46.8K	5	0.01%	Increased
1159	ABP Arthur B. Page	$491K	-$89K	1	0.47%	Reduced
1160	PAS Partnervest Advisory Services Santa Barbara, California	$487K	+$90.3K	6	0.22%	Increased
1161	HH Hilltop Holdings Dallas, Texas	$486K	-$210K	1	0.24%	Reduced
1162	Atria Investments Charlotte, North Carolina	$485K	+$59K	1	0.05%	Increased
1163	Soros Fund Management New York	$483K	+$395K	1	0%	New
1164	DA Denali Advisors San Diego, California	$481K	$0	3	0.14%	Maintained
1165	GGPS Gary Goldberg Planning Services Suffern, New York	$479K	+$170K	3	0.23%	Increased
1166	HIC Harvey Investment Company Louisville, Kentucky	$469K	-$73.7K	1	0.12%	Reduced
1167	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$469K	$0	1	0.43%	Maintained
1168	KAS Kemnay Advisory Services New York	$469K	+$452K	1	0.24%	New
1169	PTC Private Trust Company Cleveland, Ohio	$464K	+$46.5K	9	0.18%	Increased
1170	PCM Parsons Capital Management Providence, Rhode Island	$458K	+$214K	2	0.07%	Increased
1171	FCI Financial Counselors Inc Overland Park, Kansas	$456K	+$85.4K	1	0.03%	Increased
1172	BFIM Beese Fulmer Investment Management Canton, Ohio	$455K	+$66.3K	1	0.16%	Increased
1173	HCMNY Howard Capital Management (New York) New York	$454K	-$19.1K	1	0.09%	Reduced
1174	BOS Bingham Osborn & Scarborough San Francisco, California	$452K	+$34.2K	1	0.06%	Increased
1175	Salem Investment Counselors Winston Salem, North Carolina	$451K	$0	1	0.06%	Maintained