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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
1426	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$219K	$0	1	0.12%	Maintained
1427	Fayez Sarofim & Co Houston, Texas	$218K	$0	1	0%	Maintained
1428	BCM BTC Capital Management Des Moines, Iowa	$216K	+$207K	1	0.04%	New
1429	RIL Rothschild Investment LLC Chicago, Illinois	$216K	-$5.82M	1	0.02%	Reduced
1430	SIM SSI Investment Management Los Angeles, California	$216K	-$2.74K	1	0.02%	Reduced
1431	FA FCG Advisors Chatham, New Jersey	$214K	+$195K	1	0.07%	New
1432	NIM Northeast Investment Management Boston, Massachusetts	$214K	+$196K	1	0.02%	New
1433	SFSIG San Francisco Sentry Investment Group San Francisco, California	$213K	+$195K	2	0.08%	New
1434	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$212K	+$213K	1	0.2%	New
1435	CWM Concert Wealth Management San Jose, California	$212K	-$1.04M	1	0.21%	Reduced
1436	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$212K	+$193K	1	0.04%	New
1437	Birch Hill Investment Advisors Boston, Massachusetts	$211K	$0	1	0.02%	Maintained
1438	NCM Novare Capital Management Charlotte, North Carolina	$211K	-$154K	1	0.05%	Reduced
1439	TWM Torch Wealth Management Cincinnati, Ohio	$211K	+$202K	1	0.15%	New
1440	Diversified Trust Memphis, Tennessee	$209K	+$18.2K	1	0.02%	Increased
1441	GPCM Granite Point Capital Management Boston, Massachusetts	$208K	+$180K	1	0.05%	New
1442	NFG Noven Financial Group Denver, Colorado	$208K	+$190K	1	0.13%	New
1443	OAM Origin Asset Management London, United Kingdom	$208K	$0	1	0.01%	Maintained
1444	Farmers & Merchants Investments Inc Lincoln, Nebraska	$207K	+$41.4K	5	0.02%	Increased
1445	WSC Wellington Shields & Co New York	$207K	+$204K	1	0.07%	New
1446	Bradley Foster & Sargent Hartford, Connecticut	$204K	+$201K	1	0.01%	New
1447	ACP Arcus Capital Partners Atlanta, Georgia	$203K	+$185K	1	0.13%	New
1448	CDH Charles D. Hyman	$203K	+$199K	1	0.03%	New
1449	Penserra Capital Management Orinda, California	$202K	+$22.9K	1	0.07%	Increased
1450	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$197K	$0	1	0.16%	Maintained