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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	MIP Marietta Investment Partners Milwaukee, Wisconsin	$485K	-$729K	1	0.16%	Reduced
1227	PP PagnatoKarp Partners Reston, Virginia	$485K	-$1.83K	1	0.15%	Reduced
1228	Dearborn Partners Chicago, Illinois	$483K	$0	1	0.04%	Maintained
1229	Summit Global Investments Bountiful, Utah	$478K	-$479K	1	0.14%	Reduced
1230	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$478K	-$25K	1	0.03%	Reduced
1231	LD Lipe & Dalton Syracuse, New York	$474K	+$19.1K	1	0.31%	Increased
1232	Bank of the West Monterey Park, California	$472K	$0	1	0.06%	Maintained
1233	BAS Brown Advisory Securities Baltimore, Maryland	$470K	-$121K	1	0.11%	Reduced
1234	Covington Capital Management Los Angeles, California	$468K	+$66K	1	0.04%	Increased
1235	Magnetar Financial Evanston, Illinois	$468K	-$107K	2	0.01%	Reduced
1236	AVC Arlington Value Capital Salt Lake City, Utah	$467K	-$2.95M	1	0.05%	Reduced
1237	First Interstate Bank Billings, Montana	$467K	+$3.35K	5	0.1%	Increased
1238	Arden Trust Wilmington, Delaware	$466K	+$457K	1	0.07%	New
1239	Annex Advisory Services Brookfield, Wisconsin	$452K	+$29K	1	0.1%	Increased
1240	DSI Daiwa SB Investments Tokyo, Japan	$452K	-$309K	1	0.12%	Reduced
1241	PCA Peddock Capital Advisors Braintree, Massachusetts	$451K	+$98.1K	3	0.24%	Increased
1242	Girard Partners King Of Prussia, Pennsylvania	$444K	+$68K	1	0.1%	Increased
1243	FIM Frontier Investment Management Dallas, Texas	$443K	$0	1	0.04%	Maintained
1244	Proffitt & Goodson Knoxville, Tennessee	$438K	$0	1	0.2%	Maintained
1245	Bridgewater Associates Westport, Connecticut	$437K	+$221K	2	0%	Increased
1246	Mariner Overland Park, Kansas	$437K	-$992K	1	0.02%	Reduced
1247	IHT Wealth Management Chicago, Illinois	$434K	-$26K	5	0.21%	Reduced
1248	GW & Wade Wellesley, Massachusetts	$433K	-$33K	1	0.05%	Reduced
1249	EP Wealth Advisors Torrance, California	$431K	+$50.8K	1	0.05%	Increased
1250	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$429K	$0	1	0.05%	Maintained