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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	WAM Weatherly Asset Management Del Mar, California	$421K	-$21.7K	1	0.14%	Reduced
1127	CMANY Capital Management Associates (New York) New York	$420K	$0	1	0.66%	Maintained
1128	DP Dearborn Partners Chicago, Illinois	$418K	+$6.47K	1	0.04%	Increased
1129	WBG Wharton Business Group Malvern, Pennsylvania	$417K	+$410K	1	0.05%	New
1130	Evercore Wealth Management New York	$415K	-$304K	5	0.02%	Reduced
1131	GW & Wade Wellesley, Massachusetts	$413K	+$21.7K	1	0.07%	Increased
1132	EFS Essex Financial Services Essex, Connecticut	$412K	-$342K	1	0.1%	Reduced
1133	PineBridge Investments New York	$412K	-$230K	4	0.02%	Reduced
1134	CA Cambridge Advisors Omaha, Nebraska	$411K	+$3.22K	1	0.18%	Increased
1135	CFS Commonwealth Financial Services Vienna, West Virginia	$408K	+$433K	1	0.38%	New
1136	OCM Oakwood Capital Management Los Angeles, California	$407K	$0	1	0.1%	Maintained
1137	BWP Baldwin Wealth Partners Marion, Massachusetts	$406K	+$287K	3	0.07%	Increased
1138	Guinness Asset Management London, United Kingdom	$405K	+$114K	2	0.1%	Increased
1139	GCA Gideon Capital Advisors New York	$403K	+$160K	1	0.24%	Increased
1140	Douglass Winthrop Advisors New York	$401K	+$395K	1	0.03%	New
1141	LA Lucus Advisors New York	$398K	+$8.87K	1	0.34%	Increased
1142	FIM Frontier Investment Management Dallas, Texas	$397K	-$1.55K	1	0.04%	Reduced
1143	Benjamin F. Edwards & Company St. Louis, Missouri	$395K	-$953K	4	0.07%	Reduced
1144	SCI S&CO Inc Boston, Massachusetts	$394K	$0	1	0.06%	Maintained
1145	Chicago Partners Investment Group Chicago, Illinois	$393K	$0	1	0.16%	Maintained
1146	PAA Peregrine Asset Advisers Portland, Oregon	$393K	-$3.08M	1	0.25%	Reduced
1147	RB Rodgers Brothers Harmony, Pennsylvania	$392K	+$194	1	0.16%	Increased
1148	ACI Advance Capital I Southfield, Michigan	$388K	-$202K	1	0.79%	Reduced
1149	GC Globeflex Capital San Diego, California	$386K	$0	1	0.1%	Maintained
1150	CRCP Copper Rock Capital Partners Boston, Massachusetts	$384K	+$378K	1	0.02%	New