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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	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$254K	+$16.6K	1	0.04%	Increased
1202	HIP Hatteras Investment Partners Raleigh, North Carolina	$254K	-$589K	1	0.33%	Reduced
1203	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$254K	-$2K	2	0.07%	Reduced
1204	SCG Sonata Capital Group Seattle, Washington	$254K	-$67.3K	1	0.22%	Reduced
1205	OCG Opus Capital Group Cincinnati, Ohio	$252K	-$4.69M	1	0.04%	Reduced
1206	DP Dearborn Partners Chicago, Illinois	$251K	+$16.2K	1	0.02%	Increased
1207	GLRA Gerald L. Ray & Associates Dallas, Texas	$248K	+$44.4K	1	0.04%	Increased
1208	MIS Morningstar Investment Services Chicago, Illinois	$248K	-$29.2K	1	0.01%	Reduced
1209	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$248K	+$250K	1	0.28%	New
1210	WI Wedgewood Investors Erie, Pennsylvania	$247K	-$24.4K	1	0.25%	Reduced
1211	AP Advisor Partners Walnut Creek, California	$246K	-$98.9K	1	0.08%	Reduced
1212	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$245K	-$71.8K	1	0.03%	Reduced
1213	BCM BTR Capital Management Oakland, California	$245K	$0	1	0.06%	Maintained
1214	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$245K	+$229K	1	0.05%	New
1215	Clark Capital Management Group Philadelphia, Pennsylvania	$244K	$0	1	0.02%	Maintained
1216	EDRE Edmond de Rothschild (Europe) Luxembourg	$243K	-$1.88M	2	0.11%	Reduced
1217	VFS VSR Financial Services Overland Park, Kansas	$243K	+$2.24K	1	0.03%	Increased
1218	Todd Asset Management Louisville, Kentucky	$241K	+$251K	1	0.01%	New
1219	MCM Manchester Capital Management Manchester, Vermont	$240K	$0	2	0.03%	Maintained
1220	UAM UAS Asset Management New York	$240K	+$224K	1	0.15%	New
1221	YMRC Yorktown Management & Research Company Forest, Virginia	$240K	$0	1	0.04%	Maintained
1222	DF Dent & Co Baltimore, Maryland	$238K	$0	1	0.01%	Maintained
1223	JAM JCIC Asset Management Toronto, Ontario, Canada	$238K	-$2.13M	1	0.07%	Reduced
1224	GVT Genesee Valley Trust Pittsford, New York	$235K	-$13.6K	1	0.15%	Reduced
1225	PSI Pinnacle Summer Investments Fairfax, Virginia	$234K	+$3.43K	3	0.03%	Increased