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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
1201	FWM Focused Wealth Management Newburgh, New York	$134K	+$129K	3	0.13%	New
1202	HR Howe & Rusling Rochester, New York	$132K	+$548	5	0.05%	Increased
1203	SFSIG San Francisco Sentry Investment Group San Francisco, California	$132K	+$8.22K	2	0.05%	Increased
1204	TCM TD Capital Management Memphis, Tennessee	$127K	$0	1	0.03%	Maintained
1205	First Horizon Advisors Memphis, Tennessee	$126K	+$71.6K	3	0.02%	Increased
1206	DSC Duncker Streett & Co St. Louis, Missouri	$119K	$0	2	0.05%	Maintained
1207	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$118K	+$101K	2	0.1%	Increased
1208	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$116K	+$3.09K	3	0.06%	Increased
1209	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$114K	+$9.68K	2	0.07%	Increased
1210	BMM Buffington Mohr McNeal Boise, Idaho	$113K	+$110K	1	0.07%	New
1211	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$108K	-$56.4K	1	0.02%	Reduced
1212	FMP Financial Management Professionals Austin, Texas	$104K	-$12.7K	1	0.06%	Reduced
1213	CFS Community Financial System Syracuse, New York	$99K	$0	1	0.02%	Maintained
1214	TF Tompkins Financial Ithaca, New York	$99K	+$8.73K	1	0.03%	Increased
1215	Farmers & Merchants Investments Inc Lincoln, Nebraska	$97K	-$20.9K	4	0.02%	Reduced
1216	Chilton Capital Management Houston, Texas	$96.7K	$0	1	0.01%	Maintained
1217	MIC MU Investments Company Tokyo, Japan	$81K	$0	1	0.04%	Maintained
1218	Livforsakringsbolaget Skandia Stockholm, Sweden	$80K	$0	1	0.06%	Maintained
1219	EP Edinburgh Partners Edinburgh, United Kingdom	$76K	$0	1	0.01%	Maintained
1220	UBS O'Connor Chicago, Illinois	$72K	-$894K	1	0%	Reduced
1221	ARMC American Research & Management Company Marion, Massachusetts	$70K	$0	2	0.03%	Maintained
1222	MAS Madden Advisory Services Jacksonville, Florida	$69K	$0	1	0.06%	Maintained
1223	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$63K	+$1.75K	1	0.05%	Increased
1224	FNYS First New York Securities New York	$58K	-$561K	1	0.02%	Reduced
1225	CA CapWealth Advisors Franklin, Tennessee	$55K	-$26K	1	0.02%	Reduced