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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
1226	WA WealthTrust-Arizona Scottsdale, Arizona	$51K	-$17.3K	5	0.06%	Reduced
1227	FMA FNY Managed Accounts New York	$50K	+$39.4K	1	0.06%	New
1228	SNT Security National Trust Wheeling, West Virginia	$50K	+$5.98K	4	0.02%	Increased
1229	TF Trutina Financial Bellevue, Washington	$48K	-$421K	1	0.05%	Reduced
1230	RFA Reilly Financial Advisors La Mesa, California	$47K	-$6K	3	0.01%	Reduced
1231	WSC Wellington Shields & Co New York	$47K	$0	1	0.04%	Maintained
1232	PAS Partnervest Advisory Services Santa Barbara, California	$45K	-$21.9K	3	0.02%	Reduced
1233	FI FCM Investments Dallas, Texas	$41K	$0	1	0.02%	Maintained
1234	AW Alpha Windward Westwood, Massachusetts	$39K	-$388K	1	0.03%	Reduced
1235	NCM Nelson Capital Management Menlo Park, California	$39K	+$29.7K	1	0.02%	New
1236	Silvercrest Asset Management New York	$39K	$0	1	0%	Maintained
1237	MCM Mazama Capital Management Portland, Oregon	$36K	-$57.6K	2	0.02%	Reduced
1238	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$34K	$0	1	0.09%	Maintained
1239	LFR Lehman Financial Resources Media, Pennsylvania	$34K	+$20.1K	1	0.02%	Increased
1240	DCM Dean Capital Management Overland Park, Kansas	$32K	+$28.6K	1	0.48%	New
1241	Jones Financial Companies Des Peres, Missouri	$32K	-$250K	2	0%	Reduced
1242	IC IKOS CIF Limassol, Cyprus	$31K	-$227K	1	0.04%	Reduced
1243	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$30K	+$742	3	0.05%	Increased
1244	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$30K	-$15K	3	0.01%	Reduced
1245	HCM Highlander Capital Management Short Hills, New Jersey	$29.5K	$0	1	0.03%	Maintained
1246	PIA Piedmont Investment Advisors Durham, North Carolina	$28.1K	+$27.5K	1	0%	Increased
1247	HPBT High Point Bank & Trust High Point, North Carolina	$28K	$0	1	0.01%	Maintained
1248	TCCM Timber Creek Capital Management Boston, Massachusetts	$27K	$0	1	0.02%	Maintained
1249	EU Emory University Atlanta, Georgia	$25K	$0	1	0.02%	Maintained
1250	RCM Rotella Capital Management Bellevue, Washington	$23K	+$17K	1	0.04%	New