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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
1076	Beck Mack & Oliver New York	$693K	$0	2	0.02%	Maintained
1077	BFO Boston Family Office Boston, Massachusetts	$691K	+$41.9K	1	0.09%	Increased
1078	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$691K	$0	1	0.34%	Maintained
1079	E. Ohman J:or Asset Management Stockholm, Sweden	$687K	$0	2	0.17%	Maintained
1080	CWA Constellation Wealth Advisors New York	$679K	+$535K	1	0.06%	Increased
1081	CS Credential Securities Vancouver,	$679K	+$43.4K	1	0.46%	Increased
1082	LD Lipe & Dalton Syracuse, New York	$675K	-$8.87K	1	0.44%	Reduced
1083	HP Holowesko Partners Nassau, Bahamas	$672K	$0	1	0.05%	Maintained
1084	CWM Concert Wealth Management San Jose, California	$669K	+$62.9K	2	0.09%	Increased
1085	WA Winfield Associates Cleveland, Ohio	$666K	-$388K	2	0.5%	Reduced
1086	SCM Shah Capital Management Raleigh, North Carolina	$656K	-$6.63M	1	0.61%	Reduced
1087	RAM Redmond Asset Management Henrico, Virginia	$655K	+$3.84K	1	0.34%	Increased
1088	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$654K	+$4.96K	1	1.13%	Increased
1089	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$652K	$0	1	0.06%	Maintained
1090	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$646K	-$341K	2	0.13%	Reduced
1091	FMA FNY Managed Accounts New York	$640K	+$676K	2	1.92%	New
1092	DAM Delta Asset Management Memphis, Tennessee	$636K	+$42.1K	5	0.13%	Increased
1093	GCG Giovine Capital Group Santa Monica, California	$634K	+$709K	1	0.37%	New
1094	TFF Timothy F. Fidgeon	$634K	-$2.29K	1	0.3%	Reduced
1095	WEC Winslow Evans & Crocker Boston, Massachusetts	$631K	+$52.5K	4	0.18%	Increased
1096	Jupiter Investment Management London, United Kingdom	$631K	-$4.55M	1	0.03%	Reduced
1097	Park National Corp Newark, Ohio	$631K	+$26.8K	1	0.05%	Increased
1098	Fulton Bank Lancaster, Pennsylvania	$628K	-$1.92K	1	0.07%	Reduced
1099	Brown Brothers Harriman & Co New York	$626K	+$253K	2	0%	Increased
1100	CC ClearArc Capital Cincinnati, Ohio	$622K	-$1.34M	1	0.14%	Reduced