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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	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$291K	-$35.3K	7	0.08%	Reduced
1202	BAS Brown Advisory Securities Baltimore, Maryland	$289K	+$32.1K	1	0.08%	Increased
1203	GWM Greenwich Wealth Management Greenwich, Connecticut	$288K	$0	1	0.05%	Maintained
1204	CWM Cornerstone Wealth Management St. Peters, Missouri	$287K	+$290K	1	0.11%	New
1205	DA Dillon & Associates Jackson, Michigan	$287K	-$25.9K	1	0.13%	Reduced
1206	Donaldson Capital Management Evansville, Indiana	$287K	-$2.2K	1	0.04%	Reduced
1207	SIG Stanford Investment Group Mountain View, California	$287K	$0	2	0.14%	Maintained
1208	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$285K	-$133	2	0.15%	Reduced
1209	Fulton Bank Lancaster, Pennsylvania	$284K	-$200K	1	0.03%	Reduced
1210	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$283K	-$5.95K	2	0.12%	Reduced
1211	FDS First Dallas Securities Dallas, Texas	$282K	-$239K	1	0.21%	Reduced
1212	FM Forward Management San Francisco, California	$282K	-$62.7K	1	0.02%	Reduced
1213	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$278K	-$258K	2	0.09%	Reduced
1214	IIM Ironwood Investment Management Boston, Massachusetts	$276K	-$90K	1	0.21%	Reduced
1215	Birch Hill Investment Advisors Boston, Massachusetts	$275K	-$22.7K	1	0.03%	Reduced
1216	Homrich & Berg Atlanta, Georgia	$274K	-$1.73K	1	0.03%	Reduced
1217	EAM Evanson Asset Management Carmel, California	$271K	+$13K	1	0.08%	Increased
1218	CL CSS LLC Chicago, Illinois	$270K	-$221K	1	0.01%	Reduced
1219	PM Parametrica Management Wanchai, Hong Kong	$265K	-$802K	1	0.73%	Reduced
1220	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$264K	$0	1	0.08%	Maintained
1221	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$264K	-$515K	1	0.13%	Reduced
1222	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$264K	$0	1	0.3%	Maintained
1223	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$264K	+$2.17K	1	0.06%	Increased
1224	FRM Fox Run Management Greenwich, Connecticut	$263K	-$890K	1	0.16%	Reduced
1225	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$263K	$0	1	0.22%	Maintained