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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
1101	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$695K	$0	1	0.36%	Maintained
1102	HP Holowesko Partners Nassau, Bahamas	$691K	$0	1	0.04%	Maintained
1103	PSC Piper Sandler & Co Minneapolis, Minnesota	$690K	+$341K	2	0.5%	Increased
1104	GCIA Gabelli & Co Investment Advisers Rye, New York	$679K	$0	1	0.15%	Maintained
1105	Advisory Services Network Atlanta, Georgia	$677K	+$235K	1	0.29%	Increased
1106	CBU CIBC Bank USA Chicago, Illinois	$676K	-$255K	1	0.13%	Reduced
1107	E. Ohman J:or Asset Management Stockholm, Sweden	$674K	$0	2	0.17%	Maintained
1108	BCM Barometer Capital Management Toronto, Ontario, Canada	$672K	+$586K	1	0.13%	New
1109	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$670K	$0	1	0.06%	Maintained
1110	SCP Sandhill Capital Partners Buffalo, New York	$669K	+$19.2K	1	0.24%	Increased
1111	Busey Bank Urbana, Illinois	$666K	$0	1	0.1%	Maintained
1112	FAM Fortaleza Asset Management Chicago, Illinois	$665K	$0	1	0.31%	Maintained
1113	PPCM Pillar Pacific Capital Management Pacifica, California	$664K	+$946	2	0.12%	Increased
1114	Brighton Jones LLC Seattle, Washington	$661K	+$18.9K	2	0.15%	Increased
1115	WEC Winslow Evans & Crocker Boston, Massachusetts	$654K	+$33.1K	4	0.22%	Increased
1116	TFF Timothy F. Fidgeon	$654K	+$24.2K	1	0.3%	Increased
1117	Perigon Wealth Management San Francisco, California	$648K	+$565K	1	0.18%	New
1118	PTC Private Trust Company Cleveland, Ohio	$642K	+$160K	9	0.21%	Increased
1119	DP Dearborn Partners Chicago, Illinois	$630K	-$6.98K	1	0.06%	Reduced
1120	FCI Financial Counselors Inc Overland Park, Kansas	$624K	+$197K	1	0.04%	Increased
1121	EFS Essex Financial Services Essex, Connecticut	$621K	+$223	1	0.19%	Increased
1122	CWM Concert Wealth Management San Jose, California	$617K	+$240K	2	0.08%	Increased
1123	IIC Ironwood Investment Counsel Scottsdale, Arizona	$617K	$0	1	0.32%	Maintained
1124	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$615K	-$143K	1	0.2%	Reduced
1125	FIM Freedom Investment Management Hartford, Connecticut	$613K	+$209K	1	0.1%	Increased