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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	BT Beacon Trust Morristown, New Jersey	$448K	-$640K	1	0.07%	Reduced
1177	AP Advisor Partners Walnut Creek, California	$446K	+$47.6K	1	0.2%	Increased
1178	ATC Argent Trust Co Nashville, Tennessee	$446K	+$433K	1	0.27%	New
1179	Quadrature Capital London, United Kingdom	$445K	+$469K	1	1.64%	New
1180	BOK Bank of Kentucky Crestview Hills,, Kentucky	$441K	+$113K	1	0.1%	Increased
1181	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$439K	-$10K	5	0.27%	Reduced
1182	DTL Dynamic Technology Lab Singapore	$433K	-$826K	1	0.22%	Reduced
1183	BMC Benin Management Corp Wilton, Connecticut	$432K	-$65.9K	1	0.23%	Reduced
1184	MA Menlo Advisors Menlo Park, California	$431K	$0	1	0.31%	Maintained
1185	KA Kovack Advisors Ft. Lauderdale, Florida	$430K	+$1.52K	1	0.44%	Increased
1186	PIC Portland Investment Counsel Burlington, Ontario, Canada	$427K	$0	1	0.59%	Maintained
1187	CMANY Capital Management Associates (New York) New York	$426K	$0	1	0.62%	Maintained
1188	AHC Anderson Hoagland & Co St Louis, Missouri	$425K	$0	1	0.26%	Maintained
1189	CA Cambridge Advisors Omaha, Nebraska	$414K	+$423K	1	0.25%	New
1190	FC Fayerweather Charles	$413K	$0	1	1.4%	Maintained
1191	FBC Fairfield, Bush & Co Darien, Connecticut	$411K	$0	1	0.12%	Maintained
1192	Wealthfront Palo Alto, California	$411K	+$257K	4	0.02%	Increased
1193	Salem Investment Counselors Winston Salem, North Carolina	$410K	$0	1	0.05%	Maintained
1194	LSCM LaSalle Street Capital Management Chicago, Illinois	$399K	+$430K	1	0.39%	New
1195	IIM Ipswich Investment Management Beverly, Massachusetts	$394K	-$162K	1	0.17%	Reduced
1196	SCM Shah Capital Management Raleigh, North Carolina	$392K	-$58.2K	1	0.34%	Reduced
1197	YP Yellowstone Partners Idaho Falls, Idaho	$388K	-$79.5K	1	0.21%	Reduced
1198	BCM Bienville Capital Management New York	$386K	+$407K	1	0.32%	New
1199	PAM Private Asset Management San Diego, California	$383K	-$5.86K	1	0.06%	Reduced
1200	FIM Frontier Investment Management Dallas, Texas	$381K	-$33.6K	1	0.06%	Reduced