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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	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$486K	-$25.2K	2	0.08%	Reduced
1152	Rafferty Asset Management New York	$486K	+$274K	1	0.11%	Increased
1153	ACM Afton Capital Management Charlotte, North Carolina	$481K	-$345K	1	0.89%	Reduced
1154	TFA Toth Financial Advisory Leesburg, Virginia	$478K	+$9.85K	1	0.17%	Increased
1155	WAM Weatherly Asset Management Del Mar, California	$473K	-$7.5K	1	0.2%	Reduced
1156	Eastern Bank Boston, Massachusetts	$471K	-$12.6M	1	0.04%	Reduced
1157	HIC Holderness Investments Company Greensboro, North Carolina	$470K	+$456K	1	0.48%	New
1158	AF Aldebaran Financial	$469K	-$16.5K	1	0.41%	Reduced
1159	Evercore Wealth Management New York	$469K	-$356K	5	0.02%	Reduced
1160	ETrade Capital Management Arlington, Virginia	$466K	+$97.6K	1	0.03%	Increased
1161	FNB First Niagara Bank Lockport, New York	$466K	-$4.22K	1	0.1%	Reduced
1162	Guinness Asset Management London, United Kingdom	$466K	-$78.7K	2	0.23%	Reduced
1163	AWA ARS Wealth Advisors St. Petersburg, Florida	$465K	+$5.34K	1	0.2%	Increased
1164	FMA FNY Managed Accounts New York	$465K	-$24K	2	0.55%	Reduced
1165	DP Dearborn Partners Chicago, Illinois	$462K	-$26K	1	0.04%	Reduced
1166	BFIM Beese Fulmer Investment Management Canton, Ohio	$461K	$0	1	0.14%	Maintained
1167	CAM CG Asset Management New York	$460K	-$1.16M	1	0.18%	Reduced
1168	Cetera Advisors Denver, Colorado	$459K	-$61.4K	1	0.04%	Reduced
1169	NIMI Natixis Investment Managers International Paris, France	$455K	+$481K	2	0.06%	New
1170	AW Alpha Windward Westwood, Massachusetts	$453K	+$408K	2	0.3%	Increased
1171	SIM SSI Investment Management Los Angeles, California	$450K	-$69.1K	1	0.05%	Reduced
1172	SAG Sterne Agee Group Birmingham, Alabama	$450K	+$134K	1	0.07%	Increased
1173	DY Dowling & Yahnke San Diego, California	$449K	+$9.7K	2	0.06%	Increased
1174	UMB Bank Kansas City, Missouri	$449K	+$59.6K	1	0.02%	Increased
1175	AHC Adell Harriman & Carpenter Houston, Texas	$449K	-$1.13M	1	0.12%	Reduced