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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	IP Isthmus Partners Madison, Wisconsin	$406K	+$24.3K	1	0.14%	Increased
1152	FBC Fairfield, Bush & Co Darien, Connecticut	$405K	-$6.8K	1	0.12%	Reduced
1153	Chicago Partners Investment Group Chicago, Illinois	$401K	+$151K	1	0.18%	Increased
1154	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$400K	-$45.6K	1	0.09%	Reduced
1155	BOK Bank of Kentucky Crestview Hills,, Kentucky	$399K	-$43.5K	1	0.09%	Reduced
1156	Baker Avenue Asset Management San Francisco, California	$397K	-$2.92M	1	0.05%	Reduced
1157	CG Clinton Group New York	$397K	+$411K	1	0.1%	New
1158	ED Exane Derivatives Paris, France	$397K	+$425K	2	0.04%	Increased
1159	CA Cambridge Advisors Omaha, Nebraska	$395K	-$18.5K	1	0.23%	Reduced
1160	MCM Murphy Capital Management Bedminster, New Jersey	$388K	-$98.7K	1	0.06%	Reduced
1161	WAM Weatherly Asset Management Del Mar, California	$385K	-$17.2K	1	0.15%	Reduced
1162	Evercore Wealth Management New York	$378K	-$75.3K	5	0.02%	Reduced
1163	Cetera Advisors Denver, Colorado	$376K	-$15K	1	0.03%	Reduced
1164	Simplex Trading Chicago, Illinois	$376K	-$195K	8	0.04%	Reduced
1165	AMG National Trust Bank Greenwood Village, Colorado	$375K	+$239K	1	0.04%	Increased
1166	Guardian Capital (Canada) Toronto, Ontario, Canada	$375K	+$368K	1	0.01%	New
1167	SIM Spark Investment Management New York	$374K	+$167K	2	0.05%	Increased
1168	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$372K	-$1.5K	1	0.05%	Reduced
1169	RFA Reilly Financial Advisors La Mesa, California	$371K	+$120K	4	0.07%	Increased
1170	RCM Rotella Capital Management Bellevue, Washington	$367K	+$16.6K	1	0.31%	Increased
1171	Wealthfront Palo Alto, California	$366K	-$29.2K	7	0.02%	Reduced
1172	AF Aldebaran Financial	$364K	-$105K	1	0.31%	Reduced
1173	HF Hoxton Financial Shepherdstown, West Virginia	$364K	-$14.6K	1	0.15%	Reduced
1174	CCM Coe Capital Management Highland Park, Illinois	$363K	-$2.96M	1	0.15%	Reduced
1175	SEC Seven Eight Capital New York	$362K	-$547K	2	0.6%	Reduced