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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
1176	CBU CIBC Bank USA Chicago, Illinois	$234K	-$3.54K	1	0.04%	Reduced
1177	Picton Mahoney Asset Management Toronto, Ontario, Canada	$234K	-$23K	3	0.01%	Reduced
1178	DP Dearborn Partners Chicago, Illinois	$232K	$0	1	0.02%	Maintained
1179	LC Lakeshore Capital Birmingham, Alabama	$231K	$0	1	0.51%	Maintained
1180	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$229K	-$224K	1	0.04%	Reduced
1181	WA Wealth Architects Mountain View, California	$228K	$0	1	0.12%	Maintained
1182	Avidian Wealth Enterprises Houston, Texas	$226K	$0	1	0.14%	Maintained
1183	MJP Michael J. Puzo	$226K	-$742K	1	0.16%	Reduced
1184	LC Lourd Capital Beverly Hills, California	$225K	+$17.1K	1	0.02%	Increased
1185	P Pitcairn Conshohocken, Pennsylvania	$225K	-$288K	1	0.03%	Reduced
1186	Tower Research Capital (TRC) New York	$224K	-$741K	12	0.02%	Reduced
1187	MCM McKinley Capital Management Anchorage, Alaska	$223K	-$27.1K	1	0.01%	Reduced
1188	AWP Ascent Wealth Partners New Hartford, New York	$222K	-$2.11M	1	0.13%	Reduced
1189	Mariner Overland Park, Kansas	$222K	+$228K	1	0.01%	New
1190	Clark Capital Management Group Philadelphia, Pennsylvania	$221K	$0	1	0.02%	Maintained
1191	NIM NXG Investment Management Dallas, Texas	$221K	-$11.1M	1	0.01%	Reduced
1192	NIM Northeast Investment Management Boston, Massachusetts	$219K	$0	1	0.02%	Maintained
1193	TIA Tiemann Investment Advisors Menlo Park, California	$218K	-$19.5K	1	0.24%	Reduced
1194	BAC Boys Arnold & Co Asheville, North Carolina	$217K	-$526K	1	0.05%	Reduced
1195	NPA Nichols & Pratt Advisers Boston, Massachusetts	$217K	$0	1	0.02%	Maintained
1196	CCA Cobblestone Capital Advisors Rochester, New York	$214K	+$57.7K	1	0.03%	Increased
1197	WBG Wharton Business Group Malvern, Pennsylvania	$213K	+$245K	1	0.02%	New
1198	NorthRock Partners Minneapolis, Minnesota	$212K	+$765	1	0.13%	Increased
1199	WPC Waters Parkerson & Co New Orleans, Louisiana	$211K	+$217K	1	0.03%	New
1200	Allworth Financial Folsom, California	$210K	+$4.08K	2	0.07%	Increased