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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	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$489K	+$499K	1	0.11%	New
1152	SIM SSI Investment Management Los Angeles, California	$488K	+$16.7K	1	0.05%	Increased
1153	PHK Point72 Hong Kong Hong Kong	$486K	-$1.75M	2	0.27%	Reduced
1154	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$482K	-$430K	2	0.08%	Reduced
1155	ACP Aviance Capital Partners Naples, Florida	$475K	+$75.5K	1	0.18%	Increased
1156	NGA Naples Global Advisors Naples, Florida	$474K	+$37.9K	1	0.28%	Increased
1157	MA Menlo Advisors Menlo Park, California	$470K	$0	1	0.34%	Maintained
1158	BMC Benin Management Corp Wilton, Connecticut	$466K	+$521K	1	0.24%	New
1159	PCM Parsons Capital Management Providence, Rhode Island	$465K	$0	2	0.06%	Maintained
1160	AHC Anderson Hoagland & Co St Louis, Missouri	$458K	$0	1	0.28%	Maintained
1161	DY Dowling & Yahnke San Diego, California	$458K	+$209K	2	0.06%	Increased
1162	Synovus Financial Columbus, Georgia	$458K	+$11.6K	4	0.01%	Increased
1163	SIM Spark Investment Management New York	$456K	-$469K	2	0.07%	Reduced
1164	DP Dearborn Partners Chicago, Illinois	$455K	-$69.1K	1	0.04%	Reduced
1165	Heritage Investors Management Corp Bethesda, Maryland	$455K	-$28.1K	1	0.04%	Reduced
1166	AF Aldebaran Financial	$453K	-$28.3K	1	0.41%	Reduced
1167	PIC Portland Investment Counsel Burlington, Ontario, Canada	$452K	$0	1	0.3%	Maintained
1168	Loews Corp New York	$450K	+$155K	1	0%	Increased
1169	FIM Fruth Investment Management Houston, Texas	$445K	+$11.3K	1	0.2%	Increased
1170	YP Yellowstone Partners Idaho Falls, Idaho	$439K	-$176K	1	0.25%	Reduced
1171	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$438K	+$318K	1	0.2%	New
1172	FNB First Niagara Bank Lockport, New York	$438K	-$71	1	0.09%	Reduced
1173	Grimes & Company Westborough, Massachusetts	$438K	+$221K	2	0.11%	Increased
1174	FC Fayerweather Charles	$436K	$0	1	1.51%	Maintained
1175	BOK Bank of Kentucky Crestview Hills,, Kentucky	$434K	+$244K	1	0.1%	Increased