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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
1051	IIC Ironwood Investment Counsel Scottsdale, Arizona	$559K	$0	1	0.26%	Maintained
1052	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$558K	$0	2	0.16%	Maintained
1053	BCM Bayesian Capital Management Brooklyn, New York	$556K	-$545K	2	0.36%	Reduced
1054	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$556K	$0	1	0.1%	Maintained
1055	WEC Winslow Evans & Crocker Boston, Massachusetts	$556K	-$16.1K	6	0.16%	Reduced
1056	AR Advisory Research Chicago, Illinois	$549K	+$502K	1	0.01%	New
1057	MA Menlo Advisors Menlo Park, California	$548K	$0	1	0.44%	Maintained
1058	Grimes & Company Westborough, Massachusetts	$546K	-$19.4K	2	0.07%	Reduced
1059	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$544K	-$97.5K	2	0.57%	Reduced
1060	AAM American Asset Management Boca Raton, Florida	$540K	+$532K	1	0.31%	New
1061	MFW Meristem Family Wealth Minnetonka, Minnesota	$538K	$0	1	0.23%	Maintained
1062	NAM North American Management Boston, Massachusetts	$534K	+$42.3K	1	0.09%	Increased
1063	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$532K	-$3.5K	1	0.22%	Reduced
1064	RIM Regent Investment Management Louisville, Kentucky	$531K	-$12.9K	1	0.28%	Reduced
1065	ABFS Appropriate Balance Financial Services Bellevue, Washington	$527K	-$9.96K	1	0.34%	Reduced
1066	Sageworth Trust Lancaster, Pennsylvania	$527K	$0	1	0.12%	Maintained
1067	WA Winfield Associates Cleveland, Ohio	$525K	$0	4	0.33%	Maintained
1068	DSAM Dock Street Asset Management Palm Beach, Florida	$524K	+$264K	1	0.36%	Increased
1069	CFN Cordasco Financial Network Naples, Florida	$523K	$0	2	0.6%	Maintained
1070	CAAS Capital Asset Advisory Services Williamston, Michigan	$521K	-$176K	1	0.69%	Reduced
1071	CAM Columbia Asset Management Ann Arbor, Michigan	$521K	-$2.31K	2	0.18%	Reduced
1072	AFG Albion Financial Group Salt Lake City, Utah	$520K	$0	1	0.09%	Maintained
1073	GCIA Gabelli & Co Investment Advisers Rye, New York	$519K	$0	1	0.06%	Maintained
1074	CCA Cobblestone Capital Advisors Rochester, New York	$518K	+$50.7K	1	0.07%	Increased
1075	FNB Farmers National Bank Danville, Kentucky	$518K	$0	1	0.16%	Maintained