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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	RCA Rex Capital Advisors Providence, Rhode Island	$376K	$0	1	0.41%	Maintained
1177	CS Comerica Securities Detroit, Michigan	$375K	-$39.8K	1	0.38%	Reduced
1178	Loews Corp New York	$375K	-$51.9K	1	0%	Reduced
1179	Gradient Investments Arden Hills, Minnesota	$370K	-$1.26M	3	0.1%	Reduced
1180	TDC Thompson Davis & Co Richmond, Virginia	$367K	+$327K	4	0.55%	New
1181	AGA Accuvest Global Advisors Provo, Utah	$363K	+$338K	1	0.08%	New
1182	MIP Marietta Investment Partners Milwaukee, Wisconsin	$360K	+$337K	1	0.13%	New
1183	MBT Montecito Bank & Trust Santa Barbara, California	$357K	+$33.9K	1	0.22%	Increased
1184	IRS Invictus RG (Singapore) Singapore	$354K	-$487K	3	0.24%	Reduced
1185	SSB Sandy Spring Bank Olney, Maryland	$347K	+$176K	4	0.05%	Increased
1186	GIS Guardian Investor Services New York	$343K	$0	2	0.26%	Maintained
1187	ECM Endex Capital Management Overland Park, Kansas	$342K	$0	1	0.32%	Maintained
1188	HCMNY Howard Capital Management (New York) New York	$342K	+$181K	1	0.07%	Increased
1189	Stock Yards Bank & Trust Louisville, Kentucky	$340K	-$12.4K	1	0.05%	Reduced
1190	NGA Naples Global Advisors Naples, Florida	$335K	+$313K	1	0.22%	New
1191	TCM Tanaka Capital Management New York	$334K	+$340K	1	0.98%	New
1192	FIM Freedom Investment Management Hartford, Connecticut	$332K	+$321K	1	0.08%	New
1193	Epoch Investment Partners New York	$330K	-$6.05K	1	0%	Reduced
1194	CCT Country Club Trust Kansas City, Missouri	$329K	-$2.06K	1	0.05%	Reduced
1195	BOTW Bank of the West Monterey Park, California	$328K	$0	1	0.05%	Maintained
1196	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$325K	+$166K	2	0.04%	Increased
1197	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$323K	-$32.2K	3	0.08%	Reduced
1198	PIM Penobscot Investment Management Boston, Massachusetts	$321K	+$2.13K	1	0.11%	Increased
1199	TCM Telos Capital Management San Diego, California	$321K	$0	1	0.24%	Maintained
1200	NAM NTV Asset Management Charleston, West Virginia	$318K	$0	1	0.11%	Maintained