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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	BFO Boston Family Office Boston, Massachusetts	$256K	$0	1	0.03%	Maintained
1252	BOH Bank of Hawaii Honolulu, Hawaii	$254K	+$245K	1	0.03%	New
1253	NAM Nichols Asset Management Sudbury, Massachusetts	$253K	$0	1	0.06%	Maintained
1254	TCB Texas Capital Bancshares Dallas, Texas	$252K	-$40K	1	0.16%	Reduced
1255	AI ArchPoint Investors Coral Gables, Florida	$250K	$0	1	0.23%	Maintained
1256	GLI Guardian Life Insurance New York	$246K	+$267	2	0.02%	Increased
1257	ECM Everence Capital Management Goshen, Indiana	$240K	+$235K	1	0.09%	New
1258	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$240K	+$231K	1	0.03%	New
1259	YMRC Yorktown Management & Research Company Forest, Virginia	$240K	$0	1	0.05%	Maintained
1260	ZIM ZPR Investment Management Orange City, Florida	$240K	+$256K	1	0.26%	New
1261	EAM Evanson Asset Management Carmel, California	$239K	+$230K	1	0.1%	New
1262	1GA 1st Global Advisors Dallas, Texas	$238K	-$2.46K	1	0.04%	Reduced
1263	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$238K	+$229K	1	0.06%	New
1264	VAM Visium Asset Management New York	$236K	-$4.78M	1	0%	Reduced
1265	MCC Malaga Cove Capital Pv Estates, California	$234K	+$217K	1	0.2%	New
1266	MIC MU Investments Company Tokyo, Japan	$234K	$0	2	0.11%	Maintained
1267	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$232K	-$29.5K	1	0.14%	Reduced
1268	MCM Murphy Capital Management Bedminster, New Jersey	$232K	+$210K	1	0.04%	New
1269	PMG ProVise Management Group Clearwater, Florida	$232K	-$33.1K	1	0.06%	Reduced
1270	ST Spinnaker Trust Portland, Maine	$232K	+$4.13K	1	0.04%	Increased
1271	I IberiaBank Lafayette, Louisiana	$231K	+$4.5K	1	0.14%	Increased
1272	IMS Index Management Solutions Philadelphia, Pennsylvania	$228K	+$124K	6	0.04%	Increased
1273	HCM Herndon Capital Management Atlanta, Georgia	$227K	$0	1	0%	Maintained
1274	Fayez Sarofim & Co Houston, Texas	$226K	$0	1	0%	Maintained
1275	CM Capital Management Glen Allen, Virginia	$225K	$0	1	0.08%	Maintained