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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	CT Cambridge Trust Cambridge, Massachusetts	$210K	-$11.1K	1	0.02%	Reduced
1202	GAM Gemmer Asset Management Walnut Creek, California	$209K	+$21K	6	0.13%	Increased
1203	WB Webster Bank Waterbury, Connecticut	$209K	+$241K	1	0.04%	New
1204	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$208K	-$613K	1	0.02%	Reduced
1205	PTC Private Trust Company Cleveland, Ohio	$207K	-$8.27K	1	0.06%	Reduced
1206	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$206K	$0	1	0.07%	Maintained
1207	DAM Deltec Asset Management New York	$205K	$0	1	0.05%	Maintained
1208	GAM Griffin Asset Management New York	$205K	$0	1	0.09%	Maintained
1209	JIR James Investment Research Alpha, Ohio	$205K	-$29.5K	1	0.01%	Reduced
1210	QC QCM Cayman Houston, Texas	$205K	-$3.34M	1	0.07%	Reduced
1211	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$204K	$0	1	0.17%	Maintained
1212	PIM Penobscot Investment Management Boston, Massachusetts	$204K	-$20.7K	1	0.07%	Reduced
1213	AP Appleton Partners Boston, Massachusetts	$203K	+$233K	1	0.05%	New
1214	MRCM M&R Capital Management Summit, New Jersey	$203K	$0	1	0.06%	Maintained
1215	GLRA Gerald L. Ray & Associates Dallas, Texas	$202K	-$1.18K	1	0.03%	Reduced
1216	Krilogy Financial St. Louis, Missouri	$194K	+$216K	2	0.09%	New
1217	PAIA Park Avenue Institutional Advisers New York	$192K	-$7.34K	2	0.17%	Reduced
1218	WCF West Coast Financial Santa Barbara, California	$188K	-$34.7K	1	0.08%	Reduced
1219	GFG Gray Financial Group Atlanta, Georgia	$186K	+$64.7K	1	0.08%	Increased
1220	WSCM Wellington Shields Capital Management New York	$177K	-$1.05M	1	0.03%	Reduced
1221	Brinker Capital Investments Berwyn, Pennsylvania	$175K	+$21.4K	3	0.01%	Increased
1222	CFA Carroll Financial Associates Charlotte, North Carolina	$172K	+$18.6K	4	0.04%	Increased
1223	HA Harfst & Associates Sheridan, Wyoming	$172K	+$71.8K	1	0.08%	Increased
1224	GLI Guardian Life Insurance New York	$169K	+$47.4K	2	0.02%	Increased
1225	IC IKOS CIF Limassol, Cyprus	$160K	+$37.1K	1	0.47%	Increased