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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	Group One Trading Chicago, Illinois	$286K	-$9.88M	4	0%	Reduced
1227	Atria Investments Charlotte, North Carolina	$283K	-$97.6K	1	0.03%	Reduced
1228	Iconiq Capital San Francisco, California	$283K	$0	1	0.05%	Maintained
1229	TIA Tiemann Investment Advisors Menlo Park, California	$283K	+$68.9K	1	0.29%	Increased
1230	ALA Atherton Lane Advisers Menlo Park, California	$282K	-$254K	1	0.02%	Reduced
1231	PHK Point72 Hong Kong Hong Kong	$282K	-$496K	1	0.25%	Reduced
1232	WCF West Coast Financial Santa Barbara, California	$281K	-$440K	1	0.13%	Reduced
1233	PIM Penobscot Investment Management Boston, Massachusetts	$278K	$0	1	0.09%	Maintained
1234	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$275K	+$276K	1	0.17%	New
1235	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$273K	$0	1	0.09%	Maintained
1236	DAM Deltec Asset Management New York	$272K	-$2.76M	1	0.06%	Reduced
1237	GAM Griffin Asset Management New York	$272K	-$13.6K	1	0.08%	Reduced
1238	MCC Malaga Cove Capital Pv Estates, California	$268K	+$60.7K	1	0.21%	Increased
1239	NG NatWest Group Edinburgh, Scotland, United Kingdom	$266K	-$363K	1	0%	Reduced
1240	GIS Guardian Investor Services New York	$265K	-$1.01K	2	0.21%	Reduced
1241	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$264K	$0	1	0.25%	Maintained
1242	SCM Salem Capital Management Woburn, Massachusetts	$261K	-$3.65M	1	0.13%	Reduced
1243	BCAM Boston Common Asset Management Boston, Massachusetts	$260K	-$5.56M	1	0.01%	Reduced
1244	NCGI Next Century Growth Investors Plymouth, Minnesota	$259K	-$10.4M	1	0.01%	Reduced
1245	HH Hilltop Holdings Dallas, Texas	$258K	-$28.2K	1	0.07%	Reduced
1246	SIG Stanford Investment Group Mountain View, California	$256K	$0	1	0.2%	Maintained
1247	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$255K	$0	1	0.03%	Maintained
1248	SCG Sonata Capital Group Seattle, Washington	$255K	$0	1	0.22%	Maintained
1249	CC Callan Capital La Jolla, California	$254K	$0	1	0.05%	Maintained
1250	NIM Northeast Investment Management Boston, Massachusetts	$254K	-$4.68M	1	0.02%	Reduced