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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	BCP Blue Chip Partners Farmington Hills, Michigan	$383K	+$157K	1	0.17%	Increased
1152	CWM Connecticut Wealth Management Farmington, Connecticut	$380K	+$383K	1	0.27%	New
1153	Guardian Capital (Canada) Toronto, Ontario, Canada	$375K	-$240K	1	0.01%	Reduced
1154	SAM Sunnymeath Asset Management Red Bank, New Jersey	$371K	-$1.3M	1	0.81%	Reduced
1155	BCM BTR Capital Management Oakland, California	$368K	$0	1	0.08%	Maintained
1156	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$366K	$0	1	0.03%	Maintained
1157	IIM Ipswich Investment Management Beverly, Massachusetts	$365K	-$38.6K	1	0.18%	Reduced
1158	HBK Sorce Advisory Erie, Pennsylvania	$363K	+$43.1K	1	0.07%	Increased
1159	Heritage Investors Management Corp Bethesda, Maryland	$362K	-$18.1K	1	0.03%	Reduced
1160	AT Arden Trust Wilmington, Delaware	$361K	-$3.17M	1	0.06%	Reduced
1161	WTB Washington Trust Bank Spokane, Washington	$361K	+$53.9K	4	0.09%	Increased
1162	LMR Partners London, United Kingdom	$357K	-$4.09M	1	0.03%	Reduced
1163	Moneta Group Investment Advisors St Louis, Missouri	$355K	-$236K	1	0.08%	Reduced
1164	OCG Opus Capital Group Cincinnati, Ohio	$355K	+$33.2K	1	0.07%	Increased
1165	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$351K	+$194	1	0.04%	Increased
1166	GFG Gray Financial Group Atlanta, Georgia	$350K	$0	1	0.15%	Maintained
1167	KA KLCM Advisors Milwaukee, Wisconsin	$348K	-$25.9K	1	0.11%	Reduced
1168	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$348K	$0	1	0.05%	Maintained
1169	Capital Investment Advisors Atlanta, Georgia	$347K	-$49.1K	1	0.03%	Reduced
1170	Choreo LLC Rockford, Illinois	$345K	$0	1	0.06%	Maintained
1171	MRCM M&R Capital Management Summit, New Jersey	$341K	$0	3	0.1%	Maintained
1172	AT Acadia Trust Portland, Maine	$339K	$0	1	0.1%	Maintained
1173	BUB BBVA USA Bancshares Houston, Texas	$337K	-$408K	1	0.02%	Reduced
1174	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$336K	$0	1	0.02%	Maintained
1175	HC Henshaw Capital Woburn, Massachusetts	$334K	$0	1	0.04%	Maintained