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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
1676	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$141K	+$72.6K	6	0.06%	Increased
1677	Rothschild & Co Wealth Management (UK) London, United Kingdom	$140K	+$147K	1	0%	New
1678	WB Webster Bank Waterbury, Connecticut	$140K	+$35K	4	0.02%	Increased
1679	SFSIG San Francisco Sentry Investment Group San Francisco, California	$138K	-$74.9K	4	0.06%	Reduced
1680	BCA Berman Capital Advisors Atlanta, Georgia	$134K	+$3.22K	8	0.04%	Increased
1681	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$134K	$0	1	0.02%	Maintained
1682	KIG Kessler Investment Group Columbus, Indiana	$132K	+$132K	2	0.14%	New
1683	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$132K	-$14.8K	1	0%	Reduced
1684	TF TimeScale Financial Danvers, Massachusetts	$131K	+$129K	6	0.05%	New
1685	TC Truvestments Capital Sarasota, Florida	$131K	-$37.2K	4	0.09%	Reduced
1686	PG Proffitt & Goodson Knoxville, Tennessee	$129K	$0	2	0.03%	Maintained
1687	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$129K	+$10.3K	4	0.1%	Increased
1688	AIM Advantage Investment Management Cedar Rapids, Iowa	$123K	$0	5	0.09%	Maintained
1689	HCM Hilton Capital Management Garden City, New York	$123K	+$35.7K	2	0.02%	Increased
1690	CQS Credential Qtrade Securities Vancouver,	$122K	+$12.5K	3	0.02%	Increased
1691	GLI Guardian Life Insurance New York	$118K	$0	2	0.02%	Maintained
1692	ZB Zions Bancorporation Salt Lake City, Utah	$117K	-$34.1K	4	0.02%	Reduced
1693	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$116K	-$1K	1	0.09%	Reduced
1694	CHAM Clear Harbor Asset Management Stamford, Connecticut	$115K	-$977K	1	0.02%	Reduced
1695	ECM Engine Capital Management New York	$115K	-$2.24M	1	0.06%	Reduced
1696	S Seeyond Paris, France	$113K	+$19.6K	1	0.01%	Increased
1697	CCM Concourse Capital Management Atlanta, Georgia	$112K	$0	1	0.11%	Maintained
1698	BW Gestao de Investimentos Sao Paulo, Brazil	$111K	+$112K	1	0.04%	New
1699	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$111K	-$9.97K	1	0.1%	Reduced
1700	SCM Silvant Capital Management Atlanta, Georgia	$110K	$0	1	0.02%	Maintained