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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	LC Lakeshore Capital Birmingham, Alabama	$316K	+$10.7K	1	0.31%	Increased
1202	LPT Legacy Private Trust Neenah, Wisconsin	$316K	$0	1	0.06%	Maintained
1203	WA WFG Advisors Dallas, Texas	$315K	+$10.1K	9	0.04%	Increased
1204	GGPS Gary Goldberg Planning Services Suffern, New York	$310K	+$14.2K	1	0.18%	Increased
1205	FCI Financial Counselors Inc Overland Park, Kansas	$309K	-$13K	1	0.02%	Reduced
1206	CD Carl Domino West Palm Beach, Florida	$304K	$0	1	0.17%	Maintained
1207	GAM Griffin Asset Management New York	$304K	$0	1	0.1%	Maintained
1208	TCM Tufton Capital Management Hunt Valley, Maryland	$304K	-$1.14K	1	0.07%	Reduced
1209	MA Menlo Advisors Menlo Park, California	$303K	$0	1	0.23%	Maintained
1210	PAS Partnervest Advisory Services Santa Barbara, California	$303K	+$254K	4	0.14%	Increased
1211	WAM Weatherly Asset Management Del Mar, California	$302K	$0	1	0.14%	Maintained
1212	BOS Bingham Osborn & Scarborough San Francisco, California	$301K	-$80.4K	1	0.04%	Reduced
1213	Fisher Asset Management Camas, Washington	$301K	-$68.5K	1	0%	Reduced
1214	SPM Symmetry Peak Management Radnor, Pennsylvania	$301K	-$2.13M	1	0.11%	Reduced
1215	TCB Texas Capital Bancshares Dallas, Texas	$301K	-$22.9K	1	0.23%	Reduced
1216	Forvis Mazars Wealth Advisors Springfield, Missouri	$295K	-$12.5K	1	0.05%	Reduced
1217	PC Passport Capital San Francisco, California	$289K	-$191K	1	0.01%	Reduced
1218	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$287K	$0	1	0.1%	Maintained
1219	AP Atwood & Palmer Kansas City, Missouri	$286K	+$4.48K	1	0.07%	Increased
1220	HHC Hutchin Hill Capital New York	$286K	-$3.74M	1	0.02%	Reduced
1221	CBB Citizens Business Bank Ontario, California	$285K	$0	1	0.06%	Maintained
1222	TC Telemus Capital Southfield, Michigan	$285K	-$110K	1	0.08%	Reduced
1223	BTNA Bremer Trust National Association St. Cloud, Minnesota	$277K	+$26.9K	1	0.1%	Increased
1224	PMG ProVise Management Group Clearwater, Florida	$274K	+$12.5K	1	0.07%	Increased
1225	WPC Waters Parkerson & Co New Orleans, Louisiana	$274K	$0	1	0.03%	Maintained