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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
1276	LPT Legacy Private Trust Neenah, Wisconsin	$226K	-$41.3K	1	0.03%	Reduced
1277	NL NWAM LLC Mercer Island, Washington	$225K	+$45K	1	0.08%	Increased
1278	ECM Everence Capital Management Goshen, Indiana	$223K	$0	1	0.08%	Maintained
1279	FFA First Foundation Advisors Irvine, California	$222K	+$227K	1	0.02%	New
1280	NAM Nichols Asset Management Sudbury, Massachusetts	$220K	$0	1	0.05%	Maintained
1281	GLI Guardian Life Insurance New York	$217K	+$1.14K	2	0.02%	Increased
1282	MIC MU Investments Company Tokyo, Japan	$216K	$0	2	0.11%	Maintained
1283	BAM Barrett Asset Management New York	$215K	+$241K	1	0.02%	New
1284	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$212K	$0	1	0.06%	Maintained
1285	DF Dent & Co Baltimore, Maryland	$212K	-$2.96M	1	0.01%	Reduced
1286	GC Garde Capital Seattle, Washington	$212K	+$216K	1	0.08%	New
1287	GF Gerstein Fisher New York	$212K	-$239K	1	0.04%	Reduced
1288	SCA Secor Capital Advisors New York	$211K	-$1.83M	1	0.12%	Reduced
1289	MBT Montecito Bank & Trust Santa Barbara, California	$210K	+$4.89K	1	0.13%	Increased
1290	JT Jump Trading Chicago, Illinois	$208K	-$425K	2	0.01%	Reduced
1291	RNS Robert N. Shapiro	$207K	-$108K	4	0.04%	Reduced
1292	DSI Daiwa SB Investments Tokyo, Japan	$205K	-$12.3M	1	0.03%	Reduced
1293	CI Cowen Inc New York	$204K	+$208K	1	0.02%	New
1294	AIM Acuity Investment Management Toronto, Ontario, Canada	$203K	+$227K	1	0.16%	New
1295	AMG National Trust Bank Greenwood Village, Colorado	$203K	-$44.8K	1	0.02%	Reduced
1296	GLRA Gerald L. Ray & Associates Dallas, Texas	$203K	-$35.5K	1	0.03%	Reduced
1297	YMRC Yorktown Management & Research Company Forest, Virginia	$203K	$0	1	0.04%	Maintained
1298	Exencial Wealth Advisors Oklahoma City, Oklahoma	$201K	-$2.94M	1	0.09%	Reduced
1299	IUAM Itau USA Asset Management New York	$199K	+$89.2K	1	0.04%	Increased
1300	CCS Crosspoint Capital Strategies Orinda, California	$188K	+$12.4K	3	0.14%	Increased