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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	TG TLP Group Evanston, Illinois	$292K	-$930K	1	0.2%	Reduced
1202	Birch Hill Investment Advisors Boston, Massachusetts	$291K	$0	1	0.03%	Maintained
1203	FSCM Front Street Capital Management Missoula, Montana	$290K	+$298K	1	0.14%	New
1204	DSAM Dock Street Asset Management Palm Beach, Florida	$287K	$0	1	0.25%	Maintained
1205	BFA Benedict Financial Advisors Atlanta, Georgia	$286K	-$14.1K	1	0.17%	Reduced
1206	Homrich & Berg Atlanta, Georgia	$286K	+$69.6K	1	0.03%	Increased
1207	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$286K	-$17K	1	0.21%	Reduced
1208	DA Dillon & Associates Jackson, Michigan	$285K	-$36.9K	1	0.13%	Reduced
1209	IC Intersect Capital San Ramon, California	$284K	$0	1	0.17%	Maintained
1210	SC SRB Corp Boston, Massachusetts	$284K	-$33.2K	2	0.04%	Reduced
1211	CAM CG Asset Management New York	$283K	-$64.8K	1	0.11%	Reduced
1212	ACM Americafirst Capital Management Roseville, California	$282K	-$543K	1	0.18%	Reduced
1213	OCG Opus Capital Group Cincinnati, Ohio	$282K	$0	1	0.06%	Maintained
1214	CC Callan Capital La Jolla, California	$278K	-$56.8K	1	0.11%	Reduced
1215	WTB Washington Trust Bank Spokane, Washington	$277K	-$73.7K	3	0.07%	Reduced
1216	Coldstream Capital Management Bellevue, Washington	$276K	+$22.7K	1	0.05%	Increased
1217	GLRA Gerald L. Ray & Associates Dallas, Texas	$276K	$0	1	0.04%	Maintained
1218	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$274K	$0	1	0.03%	Maintained
1219	HFS Haverford Financial Services Radnor, Pennsylvania	$273K	-$1.78K	1	0.12%	Reduced
1220	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$273K	+$22.7K	1	0.07%	Increased
1221	WI Wedgewood Investors Erie, Pennsylvania	$272K	$0	1	0.26%	Maintained
1222	PCM Parsons Capital Management Providence, Rhode Island	$271K	-$153K	1	0.04%	Reduced
1223	Iconiq Capital San Francisco, California	$270K	+$289K	1	0.06%	New
1224	EAM Evanson Asset Management Carmel, California	$269K	-$33.6K	1	0.08%	Reduced
1225	WB Webster Bank Waterbury, Connecticut	$269K	+$9.03K	1	0.04%	Increased