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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
1301	DBT Dubuque Bank & Trust Dubuque, Iowa	$149K	-$11K	2	0.03%	Reduced
1302	JCM Jacobi Capital Management Pittston, Pennsylvania	$147K	-$47.6K	5	0.07%	Reduced
1303	Analytic Investors Los Angeles, California	$145K	$0	1	0%	Maintained
1304	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$145K	+$141K	3	0.02%	New
1305	FMP Financial Management Professionals Austin, Texas	$144K	$0	2	0.07%	Maintained
1306	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$143K	+$21.7K	1	0.03%	Increased
1307	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$142K	-$38K	4	0.02%	Reduced
1308	CB Community Bank Dewitt, New York	$141K	+$1.1K	1	0.03%	Increased
1309	SBL Sargent Bickham Lagudis Boulder, Colorado	$141K	-$8.47K	3	0.02%	Reduced
1310	KT Kanaly Trust Houston, Texas	$138K	+$20.4K	5	0.03%	Increased
1311	RFA Reilly Financial Advisors La Mesa, California	$137K	+$34.4K	3	0.02%	Increased
1312	SCM Scopia Capital Management New York	$137K	$0	1	0%	Maintained
1313	Picton Mahoney Asset Management Toronto, Ontario, Canada	$136K	-$1.93M	2	0.01%	Reduced
1314	CCM Cupps Capital Management Chicago, Illinois	$135K	-$1.11M	1	0.06%	Reduced
1315	RA Rational Advisors Huntington, New York	$134K	+$123K	1	0.09%	New
1316	ZB Zions Bancorporation Salt Lake City, Utah	$131K	-$1.16K	3	0.02%	Reduced
1317	GLI Guardian Life Insurance New York	$128K	$0	2	0.01%	Maintained
1318	ANBT American National Bank & Trust Wichita Falls, Texas	$126K	-$1.94K	2	0.04%	Reduced
1319	CCM Condor Capital Management Martinsville, New Jersey	$123K	$0	1	0.03%	Maintained
1320	BCM Bluefin Capital Management New York	$122K	+$130K	1	0%	New
1321	Krilogy Financial St. Louis, Missouri	$116K	+$23.8K	3	0.04%	Increased
1322	Brown Brothers Harriman & Co New York	$113K	-$18K	1	0%	Reduced
1323	PFS Physicians Financial Services Raleigh, North Carolina	$112K	$0	1	0.09%	Maintained
1324	SNT Security National Trust Wheeling, West Virginia	$112K	-$35K	3	0.04%	Reduced
1325	Farmers & Merchants Investments Inc Lincoln, Nebraska	$110K	+$2.72K	4	0.01%	Increased