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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
1151	UMB Bank Kansas City, Missouri	$439K	$0	1	0.02%	Maintained
1152	CCM Carlson Capital Management Northfield, Minnesota	$438K	$0	1	0.18%	Maintained
1153	KA Kovack Advisors Ft. Lauderdale, Florida	$434K	-$45.2K	1	2.36%	Reduced
1154	Atria Investments Charlotte, North Carolina	$430K	-$1.27M	1	0.04%	Reduced
1155	SG Swarthmore Group Philadelphia, Pennsylvania	$428K	-$491K	1	0.05%	Reduced
1156	FIM Frontier Investment Management Dallas, Texas	$426K	$0	1	0.08%	Maintained
1157	CWA Constellation Wealth Advisors New York	$423K	-$61.5K	1	0.04%	Reduced
1158	PTC Private Trust Company Cleveland, Ohio	$419K	+$33.1K	9	0.17%	Increased
1159	Synovus Financial Columbus, Georgia	$409K	+$54.7K	4	0.01%	Increased
1160	Wedbush Securities Los Angeles, California	$406K	+$38.2K	2	0.1%	Increased
1161	AIM Acuity Investment Management Toronto, Ontario, Canada	$404K	-$3.14M	1	0.16%	Reduced
1162	AMG National Trust Bank Greenwood Village, Colorado	$401K	+$8.48K	1	0.04%	Increased
1163	WI Wedgewood Investors Erie, Pennsylvania	$398K	$0	1	0.45%	Maintained
1164	Banque Pictet & Cie Geneva 73, Switzerland	$396K	+$404K	1	0.01%	New
1165	DAC Dividend Assets Capital Ridgeland, South Carolina	$394K	+$123K	1	0.01%	Increased
1166	BFIM Beese Fulmer Investment Management Canton, Ohio	$393K	+$16.9K	1	0.14%	Increased
1167	CYG Clean Yield Group Norwich, Vermont	$393K	-$312K	1	0.21%	Reduced
1168	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$391K	-$83.1K	1	0.1%	Reduced
1169	WA Wheatland Advisors Lancaster, Pennsylvania	$391K	+$366K	1	0.41%	New
1170	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$388K	-$9.96K	1	0.14%	Reduced
1171	Guinness Asset Management London, United Kingdom	$383K	+$17.5K	1	0.24%	Increased
1172	TNB Thomasville National Bank Thomasville, Georgia	$382K	+$357K	1	0.17%	New
1173	EEG E.E. Geduld	$381K	+$356K	1	0.18%	New
1174	CAM Columbia Asset Management Ann Arbor, Michigan	$379K	+$355K	1	0.17%	New
1175	Sterling Capital Management Charlotte, North Carolina	$379K	+$379K	1	0%	New