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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
951	AMIM Aull & Monroe Investment Management Mobile, Alabama	$890K	-$12.9K	1	0.51%	Reduced
952	Mission Wealth Management Santa Barbara, California	$885K	+$17.3K	1	0.21%	Increased
953	PG Patten Group Chattanooga, Tennessee	$882K	-$9.7K	3	0.41%	Reduced
954	CCC Chelsea Counsel Company Los Angeles, California	$881K	-$2.33M	1	0.45%	Reduced
955	GAAM Guinness Atkinson Asset Management Pasadena, California	$865K	+$211K	2	0.54%	Increased
956	WCM Investment Management Laguna Beach, California	$861K	+$829K	1	0.01%	New
957	Smithfield Trust Pittsburgh, Pennsylvania	$858K	-$9.63K	2	0.15%	Reduced
958	Curi RMB Capital Chicago, Illinois	$852K	-$1.43M	1	0.05%	Reduced
959	RWA River Wealth Advisors Camp Hill, Pennsylvania	$849K	-$69.1K	1	0.47%	Reduced
960	Sigma Planning Corp Ann Arbor, Michigan	$839K	-$647	1	0.1%	Reduced
961	Nuveen Fund Advisors Chicago, Illinois	$837K	+$292K	3	0.12%	Increased
962	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$834K	-$3.2M	2	0.01%	Reduced
963	Brighton Jones LLC Seattle, Washington	$833K	+$540K	1	0.13%	Increased
964	Advisory Services Network Atlanta, Georgia	$818K	-$155K	6	0.15%	Reduced
965	CCM Catawba Capital Management Roanoke, Virginia	$818K	+$271K	2	0.19%	Increased
966	IB Intrust Bank Wichita, Kansas	$814K	-$15.3K	1	0.32%	Reduced
967	AssetMark Inc Concord, California	$809K	+$231K	9	0.01%	Increased
968	CMT Capital Markets Trading Frankfurt, Germany	$806K	+$413K	1	0.08%	Increased
969	WCM Washington Capital Management Seattle, Washington	$794K	$0	2	1.09%	Maintained
970	TI Telemetry Investments New York	$790K	-$145K	1	0.5%	Reduced
971	CWM Catamount Wealth Management Westport, Connecticut	$788K	+$214K	1	0.68%	Increased
972	LIM Leavell Investment Management Mobile, Alabama	$785K	+$9.7K	2	0.12%	Increased
973	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$784K	-$6.47K	1	0.23%	Reduced
974	BLAM Bourne Lent Asset Management Pawling, New York	$778K	-$102K	1	0.57%	Reduced
975	FCIM Fairview Capital Investment Management Greenbrae, California	$778K	+$725K	1	0.06%	New