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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
1226	SEC Seven Eight Capital New York	$309K	-$1.41M	4	0.24%	Reduced
1227	SCM Scopia Capital Management New York	$309K	$0	1	0.01%	Maintained
1228	CT Cambridge Trust Cambridge, Massachusetts	$303K	-$93.3K	1	0.03%	Reduced
1229	EAM Evanson Asset Management Carmel, California	$301K	+$25K	1	0.12%	Increased
1230	TNB Thomasville National Bank Thomasville, Georgia	$300K	-$20.2K	1	0.11%	Reduced
1231	FP Foundry Partners Minneapolis, Minnesota	$292K	-$6.9M	1	0.03%	Reduced
1232	HH Hilltop Holdings Dallas, Texas	$292K	-$117K	1	0.13%	Reduced
1233	BC Banced Corp Edwardsville, Illinois	$285K	-$22.2K	1	0.33%	Reduced
1234	Bradley Foster & Sargent Hartford, Connecticut	$285K	$0	1	0.01%	Maintained
1235	CD Carl Domino West Palm Beach, Florida	$285K	$0	1	0.15%	Maintained
1236	JIR James Investment Research Alpha, Ohio	$285K	-$651K	1	0.01%	Reduced
1237	GCA Greenwood Capital Associates Greenwood, South Carolina	$283K	+$277K	1	0.09%	New
1238	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$279K	$0	1	0.03%	Maintained
1239	PIM Penobscot Investment Management Boston, Massachusetts	$277K	-$6.38K	1	0.09%	Reduced
1240	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$277K	$0	1	0.06%	Maintained
1241	AF Arrow Financial Glens Falls, New York	$276K	-$149K	1	0.08%	Reduced
1242	Algert Global San Francisco, California	$272K	$0	1	0.2%	Maintained
1243	First Horizon Advisors Memphis, Tennessee	$272K	+$56.2K	7	0.04%	Increased
1244	GIS Guardian Investor Services New York	$270K	-$13.7K	2	0.22%	Reduced
1245	HIC Harvey Investment Company Louisville, Kentucky	$269K	$0	1	0.07%	Maintained
1246	SC SRB Corp Boston, Massachusetts	$267K	+$279K	2	0.04%	New
1247	ABP Arthur B. Page	$264K	-$20.6K	1	0.26%	Reduced
1248	CCA Cobblestone Capital Advisors Rochester, New York	$263K	$0	1	0.05%	Maintained
1249	IT Investors Trust Dallas, Texas	$262K	-$651K	1	0.48%	Reduced
1250	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$259K	-$88.6K	3	0.07%	Reduced