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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
1201	TNB Thomasville National Bank Thomasville, Georgia	$377K	$0	1	0.16%	Maintained
1202	KA KLCM Advisors Milwaukee, Wisconsin	$376K	-$147K	1	0.1%	Reduced
1203	TFA Toth Financial Advisory Leesburg, Virginia	$375K	+$18.1K	1	0.15%	Increased
1204	Loews Corp New York	$370K	$0	1	0%	Maintained
1205	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$369K	+$20.1K	3	0.09%	Increased
1206	CAM Columbia Asset Management Ann Arbor, Michigan	$368K	$0	1	0.16%	Maintained
1207	MBT Montecito Bank & Trust Santa Barbara, California	$368K	+$15K	1	0.23%	Increased
1208	DAC Dividend Assets Capital Ridgeland, South Carolina	$367K	-$26.6K	1	0.01%	Reduced
1209	RCA Rex Capital Advisors Providence, Rhode Island	$365K	$0	1	0.37%	Maintained
1210	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$364K	-$251K	1	0.07%	Reduced
1211	CWM Concert Wealth Management San Jose, California	$353K	+$61.9K	1	0.04%	Increased
1212	SCM Scopia Capital Management New York	$353K	+$392K	1	0.01%	New
1213	RG Renaissance Group Covington, Kentucky	$352K	-$7.25K	1	0.01%	Reduced
1214	Guinness Asset Management London, United Kingdom	$349K	-$18.7K	1	0.21%	Reduced
1215	GIS Guardian Investor Services New York	$336K	-$11.1K	2	0.26%	Reduced
1216	Stock Yards Bank & Trust Louisville, Kentucky	$331K	-$4.13K	1	0.05%	Reduced
1217	GPCM Granite Point Capital Management Boston, Massachusetts	$327K	-$413K	1	0.23%	Reduced
1218	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$325K	$0	2	0.05%	Maintained
1219	PIM Penobscot Investment Management Boston, Massachusetts	$325K	+$7.37K	1	0.12%	Increased
1220	Epoch Investment Partners New York	$322K	-$3.69K	1	0%	Reduced
1221	IRS Invictus RG (Singapore) Singapore	$321K	-$67.2K	4	0.38%	Reduced
1222	MAM Myriad Asset Management North Point, Hong Kong	$321K	+$365K	1	0.06%	New
1223	PSC Piper Sandler & Co Minneapolis, Minnesota	$320K	-$263K	1	0.28%	Reduced
1224	LPT Legacy Private Trust Neenah, Wisconsin	$312K	$0	1	0.05%	Maintained
1225	MIP Marietta Investment Partners Milwaukee, Wisconsin	$308K	-$40.6K	1	0.12%	Reduced