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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	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$217K	+$223K	1	0.05%	New
1277	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$215K	$0	1	0.04%	Maintained
1278	TIA Tiemann Investment Advisors Menlo Park, California	$215K	-$5.51K	1	0.2%	Reduced
1279	GF Gerstein Fisher New York	$214K	+$220K	1	0.03%	New
1280	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$212K	$0	1	0.02%	Maintained
1281	YMRC Yorktown Management & Research Company Forest, Virginia	$212K	$0	1	0.05%	Maintained
1282	DF Dent & Co Baltimore, Maryland	$211K	$0	1	0.01%	Maintained
1283	PCP Proficio Capital Partners Newton, Massachusetts	$209K	+$82.7K	5	0.13%	Increased
1284	SC Schulhoff & Co Cincinnati, Ohio	$209K	$0	1	0.13%	Maintained
1285	WA WFG Advisors Dallas, Texas	$209K	-$131K	8	0.06%	Reduced
1286	Citizens Financial Group Providence, Rhode Island	$207K	-$23.7K	4	0.02%	Reduced
1287	BCM BTC Capital Management Des Moines, Iowa	$206K	+$213K	1	0.04%	New
1288	BCP Blue Chip Partners Farmington Hills, Michigan	$203K	+$209K	1	0.09%	New
1289	Perpetual Ltd Sydney, New South Wales, Australia	$203K	-$18.4K	1	0.02%	Reduced
1290	PAIA Park Avenue Institutional Advisers New York	$195K	-$2.29K	2	0.17%	Reduced
1291	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$194K	-$25K	4	0.11%	Reduced
1292	CFA Carroll Financial Associates Charlotte, North Carolina	$193K	+$4.55K	5	0.03%	Increased
1293	Allworth Financial Folsom, California	$191K	$0	2	0.02%	Maintained
1294	JGC J. Goldman & Co New York	$191K	+$205K	1	0.01%	New
1295	TC Tairen Capital Hong Kong	$191K	+$218K	1	0.04%	New
1296	AP Atwood & Palmer Kansas City, Missouri	$186K	-$32.7K	2	0.03%	Reduced
1297	EDRE Edmond de Rothschild (Europe) Luxembourg	$184K	-$9.41K	1	0.09%	Reduced
1298	VCM Versant Capital Management Phoenix, Arizona	$182K	-$111	10	0.11%	Reduced
1299	JCM Jacobi Capital Management Pittston, Pennsylvania	$175K	+$185K	5	0.09%	New
1300	SCM Scopia Capital Management New York	$166K	$0	1	0%	Maintained