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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
1026	CK Cohen Klingenstein New York	$876K	$0	1	0.17%	Maintained
1027	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$872K	-$114K	1	0.57%	Reduced
1028	WSA Willow Street Advisors Naples, Florida	$872K	$0	1	0.49%	Maintained
1029	DA Dillon & Associates Jackson, Michigan	$864K	+$38.5K	1	0.47%	Increased
1030	LD Lipe & Dalton Syracuse, New York	$864K	-$1.15M	1	0.59%	Reduced
1031	HCM Horrell Capital Management Little Rock, Arkansas	$862K	-$190K	1	0.43%	Reduced
1032	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$856K	$0	1	0.98%	Maintained
1033	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$853K	+$77.2K	1	0.69%	Increased
1034	TCOT Trust Company of Toledo Holland, Ohio	$849K	+$73.9K	1	0.27%	Increased
1035	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$847K	+$141K	1	0.36%	Increased
1036	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$839K	-$86.1K	1	0.15%	Reduced
1037	GPCM Granite Point Capital Management Boston, Massachusetts	$838K	+$832K	1	0.14%	New
1038	Shinko Asset Management Company Tokyo, Japan	$838K	-$72.5K	3	0.01%	Reduced
1039	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$830K	$0	1	0.41%	Maintained
1040	WFG Wills Financial Group Richmond, Virginia	$829K	+$786K	1	0.85%	New
1041	LIA LS Investment Advisors Bloomfield Hills, Michigan	$825K	+$503K	4	0.07%	Increased
1042	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$817K	+$103K	1	0.23%	Increased
1043	M&T Bank Buffalo, New York	$814K	-$25.4K	3	0.03%	Reduced
1044	DY Dowling & Yahnke San Diego, California	$808K	+$10.7K	1	0.11%	Increased
1045	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$806K	-$11.9K	5	0.47%	Reduced
1046	I2I Insight 2811 Inc Chicago, Illinois	$802K	$0	1	0.4%	Maintained
1047	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$799K	-$38.6K	1	0.48%	Reduced
1048	TT Tower Trust Fort Wayne, Indiana	$796K	+$104K	1	0.48%	Increased
1049	ZF Zhang Financial Portage, Michigan	$794K	-$168K	1	0.6%	Reduced
1050	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$792K	-$46.6K	1	0.46%	Reduced