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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	HCMNY Howard Capital Management (New York) New York	$359K	-$74.3K	1	0.07%	Reduced
1202	RFA Reilly Financial Advisors La Mesa, California	$358K	+$36.1K	5	0.09%	Increased
1203	CCM CrestPoint Capital Management Four Seasons, Missouri	$355K	-$406K	1	0.21%	Reduced
1204	FA Fagan Associates Troy, New York	$347K	+$340K	1	0.29%	New
1205	FM Foster & Motley Cincinnati, Ohio	$347K	-$109K	1	0.08%	Reduced
1206	RCM Rotella Capital Management Bellevue, Washington	$340K	+$265K	1	0.36%	Increased
1207	SAG Sterne Agee Group Birmingham, Alabama	$338K	+$114K	1	0.05%	Increased
1208	Epoch Investment Partners New York	$337K	+$28.7K	1	0%	Increased
1209	WB Webster Bank Waterbury, Connecticut	$337K	-$160K	1	0.06%	Reduced
1210	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$328K	$0	1	0.03%	Maintained
1211	CC Callan Capital La Jolla, California	$326K	+$49.5K	1	0.09%	Increased
1212	WI Wedgewood Investors Erie, Pennsylvania	$325K	-$7.09K	1	0.34%	Reduced
1213	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$322K	$0	1	0.11%	Maintained
1214	GGPS Gary Goldberg Planning Services Suffern, New York	$321K	+$14.4K	1	0.13%	Increased
1215	CAM Columbia Asset Management Ann Arbor, Michigan	$320K	+$802	1	0.13%	Increased
1216	RIA Regal Investment Advisors Kentwood, Michigan	$319K	+$134K	4	0.1%	Increased
1217	WA Wheatland Advisors Lancaster, Pennsylvania	$319K	$0	1	0.32%	Maintained
1218	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$317K	-$115K	1	0.32%	Reduced
1219	KA KLCM Advisors Milwaukee, Wisconsin	$317K	$0	1	0.08%	Maintained
1220	RCA Rex Capital Advisors Providence, Rhode Island	$317K	$0	1	0.31%	Maintained
1221	TFA Transamerica Financial Advisors St. Petersburg, Florida	$317K	-$479K	4	0.03%	Reduced
1222	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$315K	+$306K	1	0.05%	New
1223	SIG Schooner Investment Group Wayne, Pennsylvania	$313K	-$3.47M	1	0.07%	Reduced
1224	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$312K	+$48.9K	1	0.04%	Increased
1225	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$310K	-$521K	1	0.08%	Reduced