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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	Stratos Wealth Partners Beachwood, Ohio	$1M	+$943K	2	0.33%	New
1027	Ronald Blue & Co Roswell, Georgia	$986K	+$2.38K	1	0.06%	Increased
1028	Harris Associates Chicago, Illinois	$980K	+$990K	1	0%	New
1029	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$962K	+$104K	1	0.48%	Increased
1030	WC Whitnell & Co Oak Brook, Illinois	$960K	+$106K	2	0.44%	Increased
1031	NB NBT Bank Norwich, New York	$955K	+$10K	1	0.14%	Increased
1032	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$953K	-$18.7K	3	0.81%	Reduced
1033	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$945K	+$823K	1	0.26%	New
1034	PAM PartnerRe Asset Management Greenwich, Connecticut	$942K	-$122K	2	0.17%	Reduced
1035	Walleye Trading New York	$942K	+$130K	3	0.01%	Increased
1036	SCM Stux Capital Management New York	$941K	+$940K	2	0.12%	New
1037	Covington Capital Management Los Angeles, California	$940K	$0	1	0.09%	Maintained
1038	DA Dillon & Associates Jackson, Michigan	$938K	+$5.57K	1	0.48%	Increased
1039	Tower Research Capital (TRC) New York	$937K	+$22.2K	17	0.12%	Increased
1040	KT Kanaly Trust Houston, Texas	$918K	-$98.5K	5	0.17%	Reduced
1041	TCM Tanaka Capital Management New York	$918K	-$3.14K	1	2.43%	Reduced
1042	Evercore Wealth Management New York	$917K	-$207K	6	0.05%	Reduced
1043	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$914K	-$17.8K	1	0.2%	Reduced
1044	MFW Meristem Family Wealth Minnetonka, Minnesota	$912K	-$308K	1	0.38%	Reduced
1045	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$911K	$0	1	1.03%	Maintained
1046	TAM Telluride Asset Management Wayzata, Minnesota	$911K	+$837K	2	0.78%	New
1047	CL CSS LLC Chicago, Illinois	$908K	-$699K	2	0.04%	Reduced
1048	Saturna Capital Bellingham, Washington	$908K	$0	1	0.02%	Maintained
1049	Bahl & Gaynor Cincinnati, Ohio	$902K	-$6.16K	2	0.01%	Reduced
1050	LMR Partners London, United Kingdom	$897K	+$703K	1	0.07%	Increased