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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
1126	HCM Herndon Capital Management Atlanta, Georgia	$298K	-$1.07M	1	0%	Reduced
1127	EWM Elite Wealth Management Kirkland, Washington	$298K	+$175K	2	0.26%	Increased
1128	ST Spinnaker Trust Portland, Maine	$298K	$0	1	0.05%	Maintained
1129	YCM Yorkville Capital Management New York	$292K	$0	1	0.26%	Maintained
1130	MBT Montecito Bank & Trust Santa Barbara, California	$291K	-$29.1K	1	0.19%	Reduced
1131	CCT Country Club Trust Kansas City, Missouri	$289K	$0	1	0.05%	Maintained
1132	TCB Texas Capital Bancshares Dallas, Texas	$289K	-$10.7K	1	0.22%	Reduced
1133	PIM Penobscot Investment Management Boston, Massachusetts	$288K	+$14.1K	1	0.11%	Increased
1134	WA WFG Advisors Dallas, Texas	$288K	+$68.3K	7	0.04%	Increased
1135	BOTW Bank of the West Monterey Park, California	$286K	$0	1	0.05%	Maintained
1136	LPT Legacy Private Trust Neenah, Wisconsin	$286K	$0	1	0.06%	Maintained
1137	TCM Telos Capital Management San Diego, California	$285K	$0	1	0.23%	Maintained
1138	NAM NTV Asset Management Charleston, West Virginia	$283K	-$9.02K	1	0.1%	Reduced
1139	CD Carl Domino West Palm Beach, Florida	$282K	-$16.4K	1	0.16%	Reduced
1140	FCI Financial Counselors Inc Overland Park, Kansas	$282K	-$19.5K	1	0.02%	Reduced
1141	Guinness Asset Management London, United Kingdom	$280K	+$184K	1	0.17%	New
1142	Hillsdale Investment Management Toronto, Ontario, Canada	$280K	+$49.3K	2	0.08%	Increased
1143	LC Lakeshore Capital Birmingham, Alabama	$276K	$0	1	0.25%	Maintained
1144	TCM Tufton Capital Management Hunt Valley, Maryland	$276K	+$1.07K	1	0.07%	Increased
1145	GAM Griffin Asset Management New York	$275K	$0	1	0.09%	Maintained
1146	LIA LS Investment Advisors Bloomfield Hills, Michigan	$275K	-$277K	4	0.03%	Reduced
1147	CA Continental Advisors Park City, Utah	$273K	$0	1	0.07%	Maintained
1148	Forvis Mazars Wealth Advisors Springfield, Missouri	$273K	+$261K	1	0.06%	New
1149	BMC Benin Management Corp Wilton, Connecticut	$271K	+$208K	1	0.17%	New
1150	MRCM M&R Capital Management Summit, New Jersey	$267K	$0	1	0.08%	Maintained