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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
1251	FP Foundry Partners Minneapolis, Minnesota	$230K	+$215K	1	0.02%	New
1252	I IberiaBank Lafayette, Louisiana	$230K	-$116K	1	0.15%	Reduced
1253	Fayez Sarofim & Co Houston, Texas	$229K	+$214K	1	0%	New
1254	CM Capital Management Glen Allen, Virginia	$228K	$0	1	0.08%	Maintained
1255	Addenda Capital Montreal, Quebec, Canada	$226K	+$225K	1	0.02%	New
1256	Cetera Advisors Denver, Colorado	$226K	+$230K	1	0.03%	New
1257	WTB Washington Trust Bank Spokane, Washington	$225K	+$49.2K	1	0.41%	New
1258	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$223K	+$209K	1	0.12%	New
1259	FMA FNY Managed Accounts New York	$223K	+$120K	1	0.34%	Increased
1260	MIC MU Investments Company Tokyo, Japan	$221K	+$121K	2	0.1%	Increased
1261	FWM Focused Wealth Management Newburgh, New York	$220K	+$71.1K	5	0.18%	Increased
1262	RBF Capital San Francisco, California	$219K	$0	1	0.05%	Maintained
1263	PAM Princeton Alpha Management Princeton Junction, New Jersey	$214K	+$203K	1	0.16%	New
1264	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$212K	+$198K	1	0.13%	New
1265	Thomaspartners Boston, Massachusetts	$211K	+$197K	1	0.01%	New
1266	DA Dunvegan Associates Santa Barbara, California	$209K	+$196K	1	0.17%	New
1267	PM Parametrica Management Wanchai, Hong Kong	$208K	+$201K	1	0.57%	New
1268	Analytic Investors Los Angeles, California	$207K	+$198K	1	0%	New
1269	CFA Carroll Financial Associates Charlotte, North Carolina	$207K	$0	4	0.07%	Maintained
1270	HCM Harvest Capital Management Concord, New Hampshire	$207K	+$193K	1	0.11%	New
1271	RB Rodgers Brothers Harmony, Pennsylvania	$205K	+$192K	1	0.1%	New
1272	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$203K	$0	1	0.03%	Maintained
1273	ZIG Zuckerman Investment Group Chicago, Illinois	$203K	+$207K	1	0.05%	New
1274	AWS Aris Wealth Services State College, Pennsylvania	$202K	$0	1	0.34%	Maintained
1275	CWM Concert Wealth Management San Jose, California	$202K	+$207K	1	0.03%	New