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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	MAM Mizuho Asset Management Tokyo, Japan	$361K	+$104K	3	0.1%	Increased
1177	Algert Global San Francisco, California	$359K	+$311K	1	0.2%	New
1178	SRAM Stone Ridge Asset Management New York	$359K	-$81K	1	0.9%	Reduced
1179	AP Atwood & Palmer Kansas City, Missouri	$358K	+$222K	3	0.06%	Increased
1180	GVT Genesee Valley Trust Pittsford, New York	$357K	-$212K	1	0.22%	Reduced
1181	BMC Benin Management Corp Wilton, Connecticut	$353K	-$78.2K	1	0.19%	Reduced
1182	Prospera Financial Services Dallas, Texas	$353K	+$105K	1	0.08%	Increased
1183	FWM Frontier Wealth Management Kansas City, Missouri	$350K	-$184K	1	0.06%	Reduced
1184	SCM Signia Capital Management Spokane, Washington	$350K	-$2.25M	1	0.93%	Reduced
1185	CAM Columbia Asset Management Ann Arbor, Michigan	$348K	+$44.3K	1	0.13%	Increased
1186	WI Wedgewood Investors Erie, Pennsylvania	$348K	$0	1	0.34%	Maintained
1187	BCM Bluefin Capital Management New York	$346K	-$5.94M	1	0.03%	Reduced
1188	IIM Ipswich Investment Management Beverly, Massachusetts	$342K	-$51.5K	1	0.15%	Reduced
1189	WA Wheatland Advisors Lancaster, Pennsylvania	$342K	$0	1	0.34%	Maintained
1190	Benjamin F. Edwards & Company St. Louis, Missouri	$341K	+$107K	3	0.07%	Increased
1191	State of Alaska Department of Revenue Juneau, Alaska	$341K	-$19.7K	1	0.07%	Reduced
1192	CBU CIBC Bank USA Chicago, Illinois	$340K	+$14.8K	1	0.06%	Increased
1193	DY Dowling & Yahnke San Diego, California	$333K	-$77K	2	0.04%	Reduced
1194	NIMI Natixis Investment Managers International Paris, France	$332K	-$71.2K	2	0.04%	Reduced
1195	Wedbush Securities Los Angeles, California	$329K	-$38.3K	2	0.06%	Reduced
1196	SC SRB Corp Boston, Massachusetts	$325K	+$52.7K	2	0.05%	Increased
1197	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$323K	+$47.6K	1	0.02%	Increased
1198	KA KLCM Advisors Milwaukee, Wisconsin	$319K	-$20.4K	1	0.09%	Reduced
1199	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$318K	+$84.3K	1	0.33%	Increased
1200	TIP Torray Investment Partners Bethesda, Maryland	$318K	-$11.2M	1	0.04%	Reduced