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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	BUB BBVA USA Bancshares Houston, Texas	$279K	-$96K	1	0.02%	Reduced
1277	F.L. Putnam Investment Management Lynnfield, Massachusetts	$279K	+$273K	1	0.03%	New
1278	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$278K	+$789	1	0.06%	Increased
1279	LAM Lebenthal Asset Management New York	$277K	-$30.8K	1	0.04%	Reduced
1280	Coldstream Capital Management Bellevue, Washington	$271K	+$3.55K	1	0.04%	Increased
1281	EAM Evanson Asset Management Carmel, California	$271K	-$11.8K	1	0.08%	Reduced
1282	WSCM Wellington Shields Capital Management New York	$270K	-$6.28K	1	0.04%	Reduced
1283	CBU CIBC Bank USA Chicago, Illinois	$268K	-$237K	1	0.04%	Reduced
1284	MJP Michael J. Puzo	$268K	$0	1	0.16%	Maintained
1285	FDS First Dallas Securities Dallas, Texas	$267K	-$42.7K	1	0.18%	Reduced
1286	RWA Ropes Wealth Advisors Boston, Massachusetts	$267K	+$14.9K	2	0.08%	Increased
1287	KFS Kissinger Financial Services Hunt Valley, Maryland	$266K	+$239K	1	0.28%	New
1288	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$265K	-$4.59K	1	0.08%	Reduced
1289	Perpetual Ltd Sydney, New South Wales, Australia	$262K	+$256K	1	0.04%	New
1290	HWA HCR Wealth Advisors Los Angeles, California	$260K	+$240K	1	0.14%	New
1291	PG Proffitt & Goodson Knoxville, Tennessee	$259K	$0	1	0.13%	Maintained
1292	DA Dillon & Associates Jackson, Michigan	$258K	-$32.8K	1	0.12%	Reduced
1293	EVC Eidelman Virant Capital Saint Louis, Missouri	$257K	+$217K	1	0.15%	New
1294	Citizens Financial Group Providence, Rhode Island	$254K	+$21.1K	4	0.02%	Increased
1295	Winton Group London, United Kingdom	$252K	-$8.61M	1	0.01%	Reduced
1296	NIMI Natixis Investment Managers International Paris, France	$249K	$0	1	0.02%	Maintained
1297	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$248K	+$229K	1	0.07%	New
1298	Washington Trust Westerly, Rhode Island	$247K	+$1.58K	1	0.02%	Increased
1299	CFA Carroll Financial Associates Charlotte, North Carolina	$246K	+$10.8K	4	0.04%	Increased
1300	Savant Capital Rockford, Illinois	$245K	+$239K	1	0.07%	New