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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	ABP Arthur B. Page	$292K	-$153K	1	0.27%	Reduced
1252	LSA L & S Advisors Los Angeles, California	$288K	-$1.99M	1	0.11%	Reduced
1253	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$288K	+$277K	1	0.02%	New
1254	CD Carl Domino West Palm Beach, Florida	$287K	$0	1	0.14%	Maintained
1255	GLRA Gerald L. Ray & Associates Dallas, Texas	$286K	+$275K	1	0.05%	New
1256	CYG Clean Yield Group Norwich, Vermont	$285K	$0	1	0.14%	Maintained
1257	I IberiaBank Lafayette, Louisiana	$284K	+$44.5K	1	0.16%	Increased
1258	TC Telemus Capital Southfield, Michigan	$284K	-$27.5K	1	0.07%	Reduced
1259	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$279K	-$53.9K	2	0.04%	Reduced
1260	AI ArchPoint Investors Coral Gables, Florida	$277K	+$20K	1	0.23%	Increased
1261	Benjamin F. Edwards & Company St. Louis, Missouri	$277K	-$1.11K	3	0.07%	Reduced
1262	North Star Asset Management Neenah, Wisconsin	$276K	+$241K	1	0.03%	New
1263	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$276K	$0	1	0.03%	Maintained
1264	CC Callan Capital La Jolla, California	$275K	+$240K	1	0.07%	New
1265	EAM Evanson Asset Management Carmel, California	$274K	-$1.25K	1	0.11%	Reduced
1266	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$274K	$0	1	0.06%	Maintained
1267	Algert Global San Francisco, California	$273K	-$2.91M	1	0.18%	Reduced
1268	PI Panthera Investment Frankfurt, Germany	$272K	-$1.01M	1	0.13%	Reduced
1269	Bradley Foster & Sargent Hartford, Connecticut	$271K	-$222K	1	0.01%	Reduced
1270	Grimes & Company Westborough, Massachusetts	$271K	$0	1	0.07%	Maintained
1271	DM Delphi Management Brookline, Massachusetts	$266K	-$6.28K	1	0.04%	Reduced
1272	MC Miles Capital West Des Moines, Iowa	$262K	-$403K	1	0.13%	Reduced
1273	PAS Partnervest Advisory Services Santa Barbara, California	$260K	-$231K	6	0.12%	Reduced
1274	NA Navellier & Associates Reno, Nevada	$257K	-$17.5K	1	0.01%	Reduced
1275	TCM Tradition Capital Management Summit, New Jersey	$256K	-$4.95M	1	0.08%	Reduced