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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	Geneos Wealth Management Englewood, Colorado	$627K	-$613K	12	0.08%	Reduced
1027	JFA JNBA Financial Advisors Bloomington, Minnesota	$625K	+$600K	6	0.09%	Increased
1028	SignatureFD Atlanta, Georgia	$625K	+$19.9K	6	0.09%	Increased
1029	HCM Highlander Capital Management Short Hills, New Jersey	$619K	$0	1	0.55%	Maintained
1030	FBC Fairfield, Bush & Co Darien, Connecticut	$616K	-$19.4K	1	0.2%	Reduced
1031	BHA Beech Hill Advisors New York	$613K	-$70.4K	1	0.38%	Reduced
1032	SC Searle & Co Greenwich, Connecticut	$611K	+$614K	1	0.53%	New
1033	Bank of Nova Scotia Toronto, Ontario, Canada	$610K	+$7.11K	1	0%	Increased
1034	PM Penbrook Management New York	$607K	-$176K	1	0.65%	Reduced
1035	First National Bank of Omaha Omaha, Nebraska	$606K	-$13.2K	1	0.04%	Reduced
1036	CIM CIM Investment Management Pittsburgh, Pennsylvania	$603K	+$22.2K	2	0.23%	Increased
1037	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$600K	-$2.17K	2	0.06%	Reduced
1038	SMC Smith, Moore & Co Clayton, Missouri	$596K	+$19.4K	1	0.24%	Increased
1039	ECM Everence Capital Management Goshen, Indiana	$595K	$0	1	0.18%	Maintained
1040	ST Somerset Trust Somerset, Pennsylvania	$592K	+$106	1	0.35%	Increased
1041	MCM Manchester Capital Management Manchester, Vermont	$590K	$0	2	0.09%	Maintained
1042	CIBC World Markets New York	$589K	-$1.48M	1	0.01%	Reduced
1043	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$585K	+$67	2	0.44%	Increased
1044	BFIM Beese Fulmer Investment Management Canton, Ohio	$579K	+$51.9K	1	0.16%	Increased
1045	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$575K	$0	1	0.05%	Maintained
1046	BIA Biondo Investment Advisors Milford, Pennsylvania	$571K	+$43.3K	1	0.19%	Increased
1047	CA Cullinan Associates Louisville, Kentucky	$567K	+$175K	1	0.05%	Increased
1048	Prudential plc London, England, United Kingdom	$565K	+$556K	1	0%	New
1049	CK Cohen Klingenstein New York	$563K	$0	1	0.1%	Maintained
1050	Busey Bank Urbana, Illinois	$562K	$0	1	0.07%	Maintained