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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	CYG Clean Yield Group Norwich, Vermont	$307K	-$710	1	0.16%	Reduced
1227	NA Navellier & Associates Reno, Nevada	$307K	-$663K	1	0.01%	Reduced
1228	TC Telemus Capital Southfield, Michigan	$304K	+$21.8K	1	0.08%	Increased
1229	GAM Griffin Asset Management New York	$300K	$0	1	0.1%	Maintained
1230	LC Lakeshore Capital Birmingham, Alabama	$300K	-$11.1K	1	0.3%	Reduced
1231	TCM Tufton Capital Management Hunt Valley, Maryland	$300K	$0	1	0.06%	Maintained
1232	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$299K	-$322K	1	0.25%	Reduced
1233	Wedbush Securities Los Angeles, California	$299K	-$121K	2	0.05%	Reduced
1234	TCM Telos Capital Management San Diego, California	$297K	-$15K	1	0.21%	Reduced
1235	MRCM M&R Capital Management Summit, New Jersey	$289K	+$284K	1	0.07%	New
1236	ATC Argent Trust Company Ruston, Louisiana	$288K	+$34.1K	1	0.11%	Increased
1237	Forvis Mazars Wealth Advisors Springfield, Missouri	$286K	$0	1	0.05%	Maintained
1238	TCM Twin Capital Management Mcmurray, Pennsylvania	$286K	+$281K	1	0.03%	New
1239	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$282K	$0	1	0.03%	Maintained
1240	DY Dowling & Yahnke San Diego, California	$281K	-$456K	1	0.04%	Reduced
1241	Rafferty Asset Management New York	$280K	-$64.7K	1	0.06%	Reduced
1242	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$279K	$0	1	0.1%	Maintained
1243	AP Atwood & Palmer Kansas City, Missouri	$278K	$0	1	0.07%	Maintained
1244	CCA Cobblestone Capital Advisors Rochester, New York	$275K	-$978K	1	0.05%	Reduced
1245	SFSIG San Francisco Sentry Investment Group San Francisco, California	$274K	$0	2	0.09%	Maintained
1246	GIM Guardian Investment Management Tiburon, California	$271K	-$1.71M	1	0.31%	Reduced
1247	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$266K	-$13.3K	1	0.12%	Reduced
1248	Grimes & Company Westborough, Massachusetts	$264K	$0	1	0.07%	Maintained
1249	DM Delphi Management Brookline, Massachusetts	$262K	-$164K	1	0.03%	Reduced
1250	Benjamin F. Edwards & Company St. Louis, Missouri	$260K	-$3K	3	0.07%	Reduced