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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
1326	AFM Anson Funds Management Dallas, Texas	$194K	+$276K	1	0.23%	New
1327	First Horizon Advisors Memphis, Tennessee	$193K	-$74.7K	7	0.03%	Reduced
1328	Addenda Capital Montreal, Quebec, Canada	$186K	+$220K	1	0.01%	New
1329	DBT Dubuque Bank & Trust Dubuque, Iowa	$185K	-$82.9K	2	0.03%	Reduced
1330	AIM Acuity Investment Management Toronto, Ontario, Canada	$183K	-$33K	1	0.15%	Reduced
1331	NCA NCM Capital Advisers Durham, North Carolina	$177K	$0	1	0.25%	Maintained
1332	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$175K	+$72.9K	1	0.11%	Increased
1333	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$172K	$0	1	0.14%	Maintained
1334	Ballentine Partners Waltham, Massachusetts	$172K	-$651K	1	0.02%	Reduced
1335	CFA Carroll Financial Associates Charlotte, North Carolina	$148K	+$32.4K	4	0.09%	Increased
1336	TF Tompkins Financial Ithaca, New York	$138K	-$34.4K	1	0.03%	Reduced
1337	SIM Spark Investment Management New York	$137K	-$248K	2	0.02%	Reduced
1338	IUAM Itau USA Asset Management New York	$135K	-$13.6K	1	0.04%	Reduced
1339	FQ First Quadrant Glendale, California	$133K	-$43.7K	1	0%	Reduced
1340	AP Atwood & Palmer Kansas City, Missouri	$132K	-$242K	2	0.02%	Reduced
1341	PCM Potomac Capital Management New York	$131K	+$129K	1	0.15%	New
1342	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$126K	-$52.3K	2	0.03%	Reduced
1343	PSC Prentiss Smith & Co Brattleboro, Vermont	$126K	+$109K	2	0.06%	Increased
1344	JT Jump Trading Chicago, Illinois	$125K	-$42.4K	1	0%	Reduced
1345	Farmers & Merchants Investments Inc Lincoln, Nebraska	$123K	-$7.97K	5	0.02%	Reduced
1346	FMP Financial Management Professionals Austin, Texas	$123K	+$4.67K	2	0.07%	Increased
1347	CB Community Bank Dewitt, New York	$120K	+$118K	2	0.03%	New
1348	DA Dunvegan Associates Santa Barbara, California	$119K	-$541	1	0.1%	Reduced
1349	IC Intersect Capital San Ramon, California	$115K	+$122K	2	0.1%	New
1350	SFU Stonehage Fleming (UK) London, United Kingdom	$111K	$0	1	0.05%	Maintained