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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	MA Menlo Advisors Menlo Park, California	$507K	+$152K	1	0.36%	Increased
1102	Tower Research Capital (TRC) New York	$504K	-$61K	12	0.06%	Reduced
1103	Heritage Investors Management Corp Bethesda, Maryland	$502K	-$76.1K	1	0.04%	Reduced
1104	DCM Dean Capital Management Overland Park, Kansas	$501K	+$500K	1	0.96%	New
1105	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$499K	+$2.5K	2	0.08%	Increased
1106	POA Pergamon Offshore Advisors New York	$499K	-$19.8K	2	0.48%	Reduced
1107	DII Domini Impact Investments New York	$498K	+$268K	2	8.69%	Increased
1108	CYG Clean Yield Group Norwich, Vermont	$493K	+$225K	5	0.21%	Increased
1109	Yacktman Asset Management Austin, Texas	$492K	+$6.13K	1	0%	Increased
1110	SAG Sterne Agee Group Birmingham, Alabama	$485K	+$33.1K	1	0.07%	Increased
1111	Synovus Financial Columbus, Georgia	$484K	+$17K	5	0.01%	Increased
1112	MAM Majedie Asset Management London, United Kingdom	$480K	-$476K	1	0.11%	Reduced
1113	NL NWAM LLC Mercer Island, Washington	$479K	+$275K	2	0.2%	Increased
1114	AWA ARS Wealth Advisors St. Petersburg, Florida	$474K	+$9.31K	1	0.2%	Increased
1115	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$467K	-$322K	1	0.11%	Reduced
1116	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$466K	-$26.9K	1	0.3%	Reduced
1117	WFG Wills Financial Group Richmond, Virginia	$464K	-$204K	1	0.38%	Reduced
1118	BOS Bingham Osborn & Scarborough San Francisco, California	$463K	$0	1	0.06%	Maintained
1119	BAM Brave Asset Management Summit, New Jersey	$463K	-$41.2K	2	0.32%	Reduced
1120	BFIM Beese Fulmer Investment Management Canton, Ohio	$461K	$0	1	0.15%	Maintained
1121	PPCM Pillar Pacific Capital Management Pacifica, California	$461K	-$219K	1	0.08%	Reduced
1122	Fulton Bank Lancaster, Pennsylvania	$456K	-$187K	1	0.05%	Reduced
1123	FNB First Niagara Bank Lockport, New York	$454K	-$11.8K	1	0.1%	Reduced
1124	SSB Sandy Spring Bank Olney, Maryland	$454K	-$1.98K	3	0.05%	Reduced
1125	Guinness Asset Management London, United Kingdom	$452K	-$143K	2	0.21%	Reduced