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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
1176	ST Sentinel Trust Houston, Texas	$223K	$0	1	0.07%	Maintained
1177	ATC Argent Trust Company Ruston, Louisiana	$222K	+$216K	1	0.09%	New
1178	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$222K	+$171K	1	0.03%	New
1179	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$221K	+$4.82K	2	0.13%	Increased
1180	YMRC Yorktown Management & Research Company Forest, Virginia	$220K	+$215K	1	0.05%	New
1181	SAG Sterne Agee Group Birmingham, Alabama	$219K	-$27.9K	1	0.08%	Reduced
1182	Ballentine Partners Waltham, Massachusetts	$217K	+$167K	1	0.03%	New
1183	RBF Capital San Francisco, California	$216K	+$212K	1	0.06%	New
1184	MTIP Magee Thomson Investment Partners San Diego, California	$214K	-$13.8M	1	0.04%	Reduced
1185	CDH Charles D. Hyman	$213K	$0	1	0.04%	Maintained
1186	PCM Parsons Capital Management Providence, Rhode Island	$213K	+$204K	1	0.03%	New
1187	HCMNY Howard Capital Management (New York) New York	$212K	+$163K	1	0.05%	New
1188	1GA 1st Global Advisors Dallas, Texas	$210K	-$172K	1	0.04%	Reduced
1189	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$209K	-$81.2K	1	0.1%	Reduced
1190	CM Capital Management Glen Allen, Virginia	$207K	-$218K	1	0.08%	Reduced
1191	CC Cipher Capital New York	$207K	+$204K	1	0.29%	New
1192	CFA Carroll Financial Associates Charlotte, North Carolina	$203K	+$1.96K	4	0.08%	Increased
1193	IMS Index Management Solutions Philadelphia, Pennsylvania	$184K	+$193K	3	0.05%	New
1194	AWS Aris Wealth Services State College, Pennsylvania	$183K	+$178K	1	0.33%	New
1195	CCM Condor Capital Management Martinsville, New Jersey	$183K	-$10.4K	1	0.06%	Reduced
1196	SSB Sandy Spring Bank Olney, Maryland	$180K	+$55.5K	4	0.03%	Increased
1197	RIA Regal Investment Advisors Kentwood, Michigan	$169K	+$382	4	0.1%	Increased
1198	IC Inverness Counsel New York	$166K	$0	1	0.01%	Maintained
1199	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$139K	+$143K	2	0.02%	New
1200	PSI Pinnacle Summer Investments Fairfax, Virginia	$136K	-$44.8K	3	0.02%	Reduced