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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
1401	Hills Bank & Trust North Liberty, Iowa	$366K	-$7.77K	1	0.11%	Reduced
1402	PC Port Capital Chicago, Illinois	$361K	+$355K	1	0.05%	New
1403	NB Northwest Bancshares Warren, Pennsylvania	$360K	+$354K	1	0.15%	New
1404	AIM Anchor Investment Management Columbia, South Carolina	$356K	+$201K	4	0.09%	Increased
1405	KTM Keeler Thomas Management Orem, Utah	$355K	+$342K	2	0.33%	New
1406	PP PDS Planning Dublin, Ohio	$355K	+$350K	1	0.36%	New
1407	Catalyst Capital Advisors Huntington, New York	$354K	+$325K	1	0.01%	New
1408	QOP Quinn Opportunity Partners Charlottesville, Virginia	$354K	-$3.02M	1	0.06%	Reduced
1409	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$353K	+$23.3K	1	0.02%	Increased
1410	LIC Laurus Investment Counsel Toronto, Canada	$353K	+$347K	1	0.28%	New
1411	WI Wedgewood Investors Erie, Pennsylvania	$351K	-$6.53K	1	0.29%	Reduced
1412	ACM AlphaStar Capital Management Cornelius, North Carolina	$349K	+$343K	1	0.09%	New
1413	Perpetual Ltd Sydney, New South Wales, Australia	$345K	+$38.9K	1	0.04%	Increased
1414	UFF USA Financial Formulas Ada, Michigan	$344K	+$314K	1	0.08%	New
1415	Fiduciary Trust Boston, Massachusetts	$343K	-$17.3K	1	0.01%	Reduced
1416	NIMI Natixis Investment Managers International Paris, France	$342K	-$1.36M	1	0.04%	Reduced
1417	Quadrant Capital Group Cincinnati, Ohio	$342K	-$2.48K	9	0.14%	Reduced
1418	BII Bainco International Investors Boston, Massachusetts	$340K	+$328K	1	0.05%	New
1419	Savant Capital Rockford, Illinois	$340K	+$16K	1	0.07%	Increased
1420	CA Calton & Associates Tampa, Florida	$339K	+$314K	3	0.09%	New
1421	Loews Corp New York	$339K	$0	1	0%	Maintained
1422	VCA Verdence Capital Advisors Hunt Valley, Maryland	$339K	+$324K	1	0.08%	New
1423	Allworth Financial Folsom, California	$338K	+$23.8K	2	0.03%	Increased
1424	MRCM M&R Capital Management Summit, New Jersey	$337K	$0	3	0.08%	Maintained
1425	Cannell & Spears New York	$336K	$0	1	0.04%	Maintained