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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	AW Alpha Windward Westwood, Massachusetts	$528K	-$27.4K	2	0.36%	Reduced
1152	ETrade Capital Management Arlington, Virginia	$527K	-$13.1K	2	0.04%	Reduced
1153	Gradient Investments Arden Hills, Minnesota	$525K	+$488K	4	0.1%	Increased
1154	Atria Investments Charlotte, North Carolina	$519K	+$20.4K	1	0.05%	Increased
1155	CMANY Capital Management Associates (New York) New York	$519K	$0	1	0.76%	Maintained
1156	SH Scepter Holdings Fort Worth, Texas	$519K	+$519K	1	0.13%	New
1157	BFIM Beese Fulmer Investment Management Canton, Ohio	$508K	+$39K	1	0.16%	Increased
1158	WB Webster Bank Waterbury, Connecticut	$507K	-$508K	1	0.09%	Reduced
1159	AP Advisor Partners Walnut Creek, California	$506K	-$204K	1	0.25%	Reduced
1160	EMG Ellington Management Group Old Greenwich, Connecticut	$506K	-$1.7M	2	0.24%	Reduced
1161	BBI Baxter Bros Inc Riverside, Connecticut	$505K	+$52K	1	0.21%	Increased
1162	WAM Weatherly Asset Management Del Mar, California	$505K	$0	1	0.21%	Maintained
1163	AF Arrow Financial Glens Falls, New York	$499K	-$826K	1	0.13%	Reduced
1164	ACP Aviance Capital Partners Naples, Florida	$497K	+$478K	1	0.19%	New
1165	WA WFG Advisors Dallas, Texas	$493K	+$82.4K	7	0.09%	Increased
1166	TFA Toth Financial Advisory Leesburg, Virginia	$492K	+$52.3K	1	0.19%	Increased
1167	DA Denali Advisors San Diego, California	$490K	$0	3	0.13%	Maintained
1168	LWI Long Wharf Investors Boston, Massachusetts	$489K	+$17.2K	1	0.38%	Increased
1169	Synovus Financial Columbus, Georgia	$488K	-$31.3K	4	0.01%	Reduced
1170	Brown Brothers Harriman & Co New York	$485K	-$47.4K	1	0%	Reduced
1171	HH Hilltop Holdings Dallas, Texas	$482K	-$16.6K	1	0.22%	Reduced
1172	UMB Bank Kansas City, Missouri	$481K	$0	1	0.02%	Maintained
1173	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$478K	$0	1	0.43%	Maintained
1174	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$471K	+$500K	1	0.1%	New
1175	CT Cambridge Trust Cambridge, Massachusetts	$470K	-$61.9K	1	0.04%	Reduced