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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	SVI Strategic Vision Investment Hong Kong	$319K	-$5.89M	1	0.33%	Reduced
1427	FC Fairpointe Capital Chicago, Illinois	$316K	-$76.2K	1	0.01%	Reduced
1428	TCB Texas Capital Bancshares Dallas, Texas	$314K	$0	1	0.74%	Maintained
1429	NP Ninepoint Partners Toronto, Ontario, Canada	$313K	-$283K	1	0.02%	Reduced
1430	LIC Laurus Investment Counsel Toronto, Canada	$312K	$0	1	0.27%	Maintained
1431	CIM Contravisory Investment Management Norwell, Massachusetts	$310K	+$30.3K	1	0.11%	Increased
1432	KTM Keeler Thomas Management Orem, Utah	$308K	-$7K	1	0.31%	Reduced
1433	DCM Delpha Capital Management New York	$307K	+$20K	1	0.42%	Increased
1434	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$307K	$0	1	0.08%	Maintained
1435	SAA Southeast Asset Advisors Thomasville, Georgia	$304K	$0	1	0.09%	Maintained
1436	CA Capital Advantage Walnut Creek, California	$303K	-$20.6K	1	0.07%	Reduced
1437	DII Domini Impact Investments New York	$303K	-$217K	1	5.94%	Reduced
1438	EP Wealth Advisors Torrance, California	$301K	+$69K	1	0.03%	Increased
1439	CA Cambridge Advisors Omaha, Nebraska	$299K	+$20.6K	1	0.11%	Increased
1440	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$298K	+$315K	1	0.03%	New
1441	PFA Pinnacle Family Advisors Springfield, Missouri	$298K	-$24.7K	1	0.17%	Reduced
1442	Hills Bank & Trust North Liberty, Iowa	$296K	-$75.9K	1	0.09%	Reduced
1443	Allworth Financial Folsom, California	$295K	+$8.25K	2	0.02%	Increased
1444	PC Palo Capital Newport Beach, California	$295K	+$318K	1	0.11%	New
1445	JCM Jacobi Capital Management Pittston, Pennsylvania	$291K	+$126K	5	0.09%	Increased
1446	LIM Leavell Investment Management Mobile, Alabama	$291K	-$235K	1	0.03%	Reduced
1447	CF Copperwynd Financial Scottsdale, Arizona	$290K	+$30.8K	1	0.2%	Increased
1448	FGAM Financial Gravity Asset Management Lakeway, Texas	$290K	+$325K	6	0.3%	New
1449	FGC Financial Gravity Companies Lakeway, Texas	$290K	-$82.5K	6	0.3%	Reduced
1450	Evergreen Capital Management Bellevue, Washington	$289K	+$84.1K	1	0.03%	Increased