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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	PHK Point72 Hong Kong Hong Kong	$447K	-$13.4M	1	0.57%	Reduced
1177	JIP Jaffetilchin Investment Partners Tampa, Florida	$445K	+$429K	1	0.17%	New
1178	NGA Naples Global Advisors Naples, Florida	$440K	+$108K	1	0.27%	Increased
1179	BBI Baxter Bros Inc Riverside, Connecticut	$439K	$0	1	0.2%	Maintained
1180	WAM Weatherly Asset Management Del Mar, California	$439K	+$19.1K	1	0.2%	Increased
1181	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$437K	+$382K	1	0%	New
1182	BRWM B. Riley Wealth Management Memphis, Tennessee	$430K	+$420K	4	0.32%	New
1183	Fisher Asset Management Camas, Washington	$425K	+$125K	2	0%	Increased
1184	SSB Sandy Spring Bank Olney, Maryland	$422K	-$17K	3	0.06%	Reduced
1185	Advisory Services Network Atlanta, Georgia	$421K	-$116K	1	0.22%	Reduced
1186	FIM Frontier Investment Management Dallas, Texas	$421K	$0	1	0.07%	Maintained
1187	MTIP Magee Thomson Investment Partners San Diego, California	$409K	+$131K	2	0.09%	Increased
1188	CD Carl Domino West Palm Beach, Florida	$404K	$0	1	0.21%	Maintained
1189	MA Menlo Advisors Menlo Park, California	$404K	-$15.1K	1	0.3%	Reduced
1190	WA WFG Advisors Dallas, Texas	$402K	+$58K	7	0.08%	Increased
1191	Prospera Financial Services Dallas, Texas	$401K	+$395K	1	0.13%	New
1192	WI Wedgewood Investors Erie, Pennsylvania	$392K	$0	1	0.42%	Maintained
1193	GVT Genesee Valley Trust Pittsford, New York	$390K	+$382K	1	0.25%	New
1194	WA Wheatland Advisors Lancaster, Pennsylvania	$386K	$0	1	0.39%	Maintained
1195	CS Comerica Securities Detroit, Michigan	$385K	+$14.1K	1	0.37%	Increased
1196	CCT Country Club Trust Kansas City, Missouri	$385K	$0	1	0.05%	Maintained
1197	KA Kovack Advisors Ft. Lauderdale, Florida	$384K	-$33.2K	1	1.31%	Reduced
1198	BC Banced Corp Edwardsville, Illinois	$382K	-$205K	1	0.4%	Reduced
1199	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$382K	$0	1	0.13%	Maintained
1200	AMG National Trust Bank Greenwood Village, Colorado	$381K	-$6.79K	1	0.04%	Reduced