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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
2676	ACM Argyle Capital Management Center Valley, Pennsylvania	$312K	$0	1	0.1%	Maintained
2677	CP Castleview Partners Dallas, Texas	$311K	+$301K	5	0.14%	New
2678	NFP Novak Financial Planning Bel Air, Maryland	$310K	$0	1	0.15%	Maintained
2679	ANBT American National Bank & Trust Wichita Falls, Texas	$309K	+$296K	1	0.07%	New
2680	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$309K	+$28K	1	0.13%	Increased
2681	LS Leelyn Smith Geneva, Illinois	$308K	$0	3	0.09%	Maintained
2682	GFS GYL Financial Synergies West Hartford, Connecticut	$307K	+$57.3K	1	0.16%	Increased
2683	TNA True North Advisors Dallas, Texas	$307K	-$3.26K	1	0.06%	Reduced
2684	HPCM High Pointe Capital Management Chicago, Illinois	$306K	$0	1	0.24%	Maintained
2685	DJYG David J. Yvars Group University Park, Florida	$302K	$0	1	0.17%	Maintained
2686	CMO Covenant Multifamily Offices San Antonio, Texas	$301K	+$49.5K	1	0.05%	Increased
2687	WIA Westbourne Investment Advisors Annapolis, Maryland	$300K	$0	1	0.14%	Maintained
2688	FNBOSM First National Bank of South Miami South Miami, Florida	$299K	+$111K	2	0.2%	Increased
2689	HCM Hodges Capital Management Dallas, Texas	$299K	$0	1	0.03%	Maintained
2690	Maverick Capital Dallas, Texas	$299K	-$157K	3	0%	Reduced
2691	VWM Vigilare Wealth Management Scottsdale, Arizona	$299K	-$1.95K	1	0.18%	Reduced
2692	WC Whitney & Co Rochester, New York	$299K	+$19.5K	1	0.05%	Increased
2693	CAWM Capital Advisors Wealth Management Yakima, Washington	$298K	-$4.56K	1	0.11%	Reduced
2694	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$298K	+$69.4K	5	0.09%	Increased
2695	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$297K	$0	1	0.05%	Maintained
2696	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$297K	$0	1	0.11%	Maintained
2697	FUBT First United Bank & Trust Oakland, Maryland	$296K	$0	1	0.12%	Maintained
2698	HI Hudock Inc Williamsport, Pennsylvania	$296K	-$43.6K	10	0.09%	Reduced
2699	MIG Mariner Investment Group Harrison, New York	$296K	+$294K	1	0.64%	New
2700	CCM Canal Capital Management Richmond, Virginia	$295K	-$35.2K	1	0.09%	Reduced