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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
1351	TC Telemus Capital Southfield, Michigan	$437K	-$2.49M	1	0.03%	Reduced
1352	IGGA Iron Gate Global Advisors Nsl, Utah	$434K	+$491K	1	0.28%	New
1353	FPCP Fort Point Capital Partners San Francisco, California	$433K	+$316K	1	0.13%	Increased
1354	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$431K	$0	1	0.16%	Maintained
1355	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$429K	$0	1	0.17%	Maintained
1356	WAM Weatherly Asset Management Del Mar, California	$429K	-$162K	1	0.09%	Reduced
1357	PA Probity Advisors Dallas, Texas	$428K	-$59.3K	1	0.14%	Reduced
1358	PC Port Capital Chicago, Illinois	$427K	+$2.13K	1	0.05%	Increased
1359	PCM Princeton Capital Management Red Bank, New Jersey	$425K	-$87.8K	1	0.18%	Reduced
1360	CA Continental Advisors Park City, Utah	$424K	+$500K	1	0.09%	New
1361	SPM Symmetry Peak Management Radnor, Pennsylvania	$424K	-$1.06M	1	0.15%	Reduced
1362	GJIC Gamble Jones Investment Counsel Pasadena, California	$423K	+$203K	2	0.04%	Increased
1363	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$422K	+$20.9K	1	0.19%	Increased
1364	CNB Camden National Bank Camden, Maine	$421K	$0	1	0.1%	Maintained
1365	WA Wheatland Advisors Lancaster, Pennsylvania	$420K	-$8.18K	1	0.32%	Reduced
1366	GWS Glassman Wealth Services Vienna, Virginia	$418K	+$8.66K	6	0.19%	Increased
1367	Krilogy Financial St. Louis, Missouri	$418K	+$153K	4	0.09%	Increased
1368	AIM Allen Investment Management New York	$414K	-$332K	1	0.01%	Reduced
1369	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$414K	$0	1	0.19%	Maintained
1370	KHCM Kettle Hill Capital Management New York	$414K	-$38.1K	1	0.14%	Reduced
1371	GAM Gemmer Asset Management Walnut Creek, California	$413K	-$63.8K	9	0.13%	Reduced
1372	CS Comerica Securities Detroit, Michigan	$412K	+$13.2K	1	0.05%	Increased
1373	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$411K	+$485K	1	0.16%	New
1374	Vanguard Capital Wealth Advisors Denver, Colorado	$410K	-$31.2K	1	0.47%	Reduced
1375	BC Banced Corp Edwardsville, Illinois	$407K	-$510	1	0.69%	Reduced