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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
3551	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$81K	-$4.7K	2	0.06%	Reduced
3552	MGI MayTech Global Investments New York	$80K	-$5K	1	0.02%	Reduced
3553	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$80K	$0	1	0.02%	Maintained
3554	OIS Okabena Investment Services Minneapolis, Minnesota	$77K	$0	1	0.03%	Maintained
3555	MTIC Missouri Trust & Investment Company Springfield, Missouri	$72K	-$12K	1	0.04%	Reduced
3556	NR Newfound Research Wellesley Hills, Massachusetts	$70K	+$72.5K	1	0.09%	New
3557	WWP WR Wealth Planners Columbia, Missouri	$69.7K	+$69.1K	2	0.04%	New
3558	HC Hoese & Co Glencoe, Minnesota	$69K	$0	2	0.07%	Maintained
3559	FLC Fifth Lane Capital Austin, Texas	$68K	-$699K	1	0.04%	Reduced
3560	CMF Counterpoint Mutual Funds San Diego, California	$63K	+$32.5K	1	0.05%	Increased
3561	FFC First Financial Corp Terre Haute, Indiana	$62K	+$28K	2	0.04%	Increased
3562	MCA Maryland Capital Advisors Chester, Maryland	$61K	$0	1	0.05%	Maintained
3563	Mondrian Investment Partners London, United Kingdom	$61K	-$5.45M	1	0%	Reduced
3564	LPWM Lake Point Wealth Management Rockwall, Texas	$59K	-$10.9K	3	0.03%	Reduced
3565	ICMH Integrity Capital Management (HK) Central, Hong Kong	$58K	+$57.8K	1	0.3%	New
3566	VRM Vectors Research Management New York	$58K	-$531K	3	0.01%	Reduced
3567	BAM Baldrige Asset Management Allentown, Pennsylvania	$54K	$0	1	0.02%	Maintained
3568	CWA Clearview Wealth Advisors Salem, Oregon	$50K	-$19.6K	2	0.03%	Reduced
3569	MFA McClarren Financial Advisors State College, Pennsylvania	$50K	-$244	4	0.04%	Reduced
3570	ACM Antonetti Capital Management Naples, Florida	$46K	+$2.8K	2	0.04%	Increased
3571	CIR Clear Investment Research Alpharetta, Georgia	$44K	$0	2	0.09%	Maintained
3572	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$44K	-$13.9K	1	0.02%	Reduced
3573	Harding Loevner Bridgewater, New Jersey	$43K	+$3.06K	1	0%	Increased
3574	MIM Meridiem Investment Management London, United Kingdom	$43K	$0	1	0%	Maintained
3575	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$42K	$0	1	0.02%	Maintained