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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	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$345K	$0	1	0.12%	Maintained
1227	PIM Penobscot Investment Management Boston, Massachusetts	$344K	+$10.4K	1	0.12%	Increased
1228	RNS Robert N. Shapiro	$342K	-$150K	4	0.06%	Reduced
1229	MTIP Magee Thomson Investment Partners San Diego, California	$340K	-$2.1K	2	0.08%	Reduced
1230	RFA Reilly Financial Advisors La Mesa, California	$336K	+$156K	5	0.08%	Increased
1231	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$333K	+$302K	2	0.04%	New
1232	GIS Guardian Investor Services New York	$329K	-$10.7K	2	0.25%	Reduced
1233	WA WealthTrust Axiom Wayne, Pennsylvania	$329K	-$189K	1	0.11%	Reduced
1234	CAM Columbia Asset Management Ann Arbor, Michigan	$328K	$0	1	0.13%	Maintained
1235	HIC Harvey Investment Company Louisville, Kentucky	$328K	-$148K	1	0.08%	Reduced
1236	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$327K	+$98.3K	1	0.04%	Increased
1237	RCA Rex Capital Advisors Providence, Rhode Island	$326K	$0	1	0.29%	Maintained
1238	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$325K	$0	1	0.03%	Maintained
1239	CCA Cobblestone Capital Advisors Rochester, New York	$320K	+$36.4K	1	0.06%	Increased
1240	LPT Legacy Private Trust Neenah, Wisconsin	$320K	$0	1	0.05%	Maintained
1241	GAM Griffin Asset Management New York	$316K	+$7.05K	1	0.1%	Increased
1242	BC Banced Corp Edwardsville, Illinois	$315K	-$26.9K	1	0.38%	Reduced
1243	DBT Dubuque Bank & Trust Dubuque, Iowa	$313K	+$92.8K	2	0.05%	Increased
1244	NEAM New England Asset Management Farmington, Connecticut	$311K	+$299K	1	0.01%	New
1245	ZIM ZPR Investment Management Orange City, Florida	$311K	-$20.4K	1	0.29%	Reduced
1246	TCM Tufton Capital Management Hunt Valley, Maryland	$309K	$0	1	0.06%	Maintained
1247	LC Lakeshore Capital Birmingham, Alabama	$308K	$0	1	0.29%	Maintained
1248	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$305K	-$66.8K	1	0.06%	Reduced
1249	Analytic Investors Los Angeles, California	$300K	-$1.77M	1	0%	Reduced
1250	MRCM M&R Capital Management Summit, New Jersey	$297K	$0	1	0.07%	Maintained