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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	RG Renaissance Group Covington, Kentucky	$272K	-$3.42K	1	0.01%	Reduced
1227	Grimes & Company Westborough, Massachusetts	$267K	-$6.47K	1	0.08%	Reduced
1228	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$265K	$0	1	0.17%	Maintained
1229	NCA NCM Capital Advisers Durham, North Carolina	$263K	$0	1	0.27%	Maintained
1230	DBT Dubuque Bank & Trust Dubuque, Iowa	$262K	$0	2	0.05%	Maintained
1231	NAM Nichols Asset Management Sudbury, Massachusetts	$260K	$0	1	0.05%	Maintained
1232	BFO Boston Family Office Boston, Massachusetts	$259K	+$640	1	0.03%	Increased
1233	BAC Boys Arnold & Co Asheville, North Carolina	$259K	+$4.98K	1	0.05%	Increased
1234	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$259K	+$242K	1	0.03%	New
1235	ATC Argent Trust Company Ruston, Louisiana	$257K	+$10.9K	1	0.1%	Increased
1236	TFA Toth Financial Advisory Leesburg, Virginia	$257K	+$262K	1	0.11%	New
1237	AI ArchPoint Investors Coral Gables, Florida	$253K	-$29.2K	1	0.23%	Reduced
1238	BMM Buffington Mohr McNeal Boise, Idaho	$252K	+$119K	1	0.16%	Increased
1239	Rafferty Asset Management New York	$250K	+$255K	1	0.06%	New
1240	YMRC Yorktown Management & Research Company Forest, Virginia	$244K	$0	1	0.05%	Maintained
1241	1GA 1st Global Advisors Dallas, Texas	$243K	$0	1	0.05%	Maintained
1242	Dana Investment Advisors Waukesha, Wisconsin	$243K	-$3.56K	1	0.02%	Reduced
1243	PCM Parsons Capital Management Providence, Rhode Island	$243K	+$3.11K	1	0.04%	Increased
1244	GLI Guardian Life Insurance New York	$242K	-$254K	2	0.02%	Reduced
1245	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$240K	$0	1	0.11%	Maintained
1246	SCA Salient Capital Advisors Houston, Texas	$240K	+$225K	1	0.01%	New
1247	Benjamin F. Edwards & Company St. Louis, Missouri	$236K	-$12.7K	4	0.08%	Reduced
1248	HCM Herndon Capital Management Atlanta, Georgia	$234K	-$95.2K	1	0%	Reduced
1249	SIM Strategic Investment Management Arlington, Virginia	$234K	+$172K	1	0.06%	New
1250	ST Spinnaker Trust Portland, Maine	$231K	-$91.1K	1	0.04%	Reduced