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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	DA Dillon & Associates Jackson, Michigan	$332K	+$15.5K	1	0.13%	Increased
1427	CIM CIM Investment Management Pittsburgh, Pennsylvania	$327K	+$959	1	0.11%	Increased
1428	Heritage Investors Management Corp Bethesda, Maryland	$326K	-$62.2K	1	0.02%	Reduced
1429	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$325K	+$60.7K	6	0.12%	Increased
1430	IIM Ipswich Investment Management Beverly, Massachusetts	$323K	$0	1	0.14%	Maintained
1431	RCS Retirement Capital Strategies San Jose, California	$323K	+$318K	1	0.17%	New
1432	Sequoia Financial Advisors Akron, Ohio	$323K	-$979	1	0.03%	Reduced
1433	BTIS BB&T Investment Services Charlotte, North Carolina	$322K	+$32.7K	8	0.05%	Increased
1434	AFM Anson Funds Management Dallas, Texas	$321K	+$338K	1	0.22%	New
1435	CA Capital Advantage Walnut Creek, California	$320K	+$314K	1	0.08%	New
1436	CIM Contravisory Investment Management Norwell, Massachusetts	$320K	+$26.7K	2	0.12%	Increased
1437	FTI Fiduciary Trust International Lincoln, Massachusetts	$318K	$0	1	0.08%	Maintained
1438	PCA Private Capital Advisors Darien, Connecticut	$318K	+$333K	1	0.11%	New
1439	CA Cambridge Advisors Omaha, Nebraska	$316K	-$25.7K	1	0.11%	Reduced
1440	CBU CIBC Bank USA Chicago, Illinois	$316K	$0	1	0.04%	Maintained
1441	RCC Red Cedar Capital Omaha, Nebraska	$314K	+$309K	2	0.26%	New
1442	MAM Mark Asset Management New York	$311K	+$326K	1	0.08%	New
1443	TCB Texas Capital Bancshares Dallas, Texas	$311K	$0	1	0.7%	Maintained
1444	ACM Aviance Capital Management Sarasota, Florida	$309K	+$282K	1	0.02%	New
1445	Brown Brothers Harriman & Co New York	$308K	-$31.5K	7	0%	Reduced
1446	WPW Winthrop Partners - WNY Buffalo, New York	$307K	+$287K	1	0.25%	New
1447	Fayez Sarofim & Co Houston, Texas	$307K	+$83.9K	1	0%	Increased
1448	TIA Tiemann Investment Advisors Menlo Park, California	$307K	$0	1	0.24%	Maintained
1449	Bradley Foster & Sargent Hartford, Connecticut	$304K	+$15.4K	1	0.01%	Increased
1450	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$304K	$0	1	0.08%	Maintained