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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	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$160K	+$31.9K	4	0.03%	Increased
1227	MIC MU Investments Company Tokyo, Japan	$156K	$0	2	0.08%	Maintained
1228	DSI Daiwa SB Investments Tokyo, Japan	$149K	-$6.34M	1	0.03%	Reduced
1229	SNT Security National Trust Wheeling, West Virginia	$145K	+$6.84K	4	0.06%	Increased
1230	Capital Analysts LLC Fort Washington, Pennsylvania	$143K	-$735K	3	0.03%	Reduced
1231	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$143K	-$2.42K	1	0.09%	Reduced
1232	TF Tompkins Financial Ithaca, New York	$143K	+$33.2K	3	0.05%	Increased
1233	SIM Sonora Investment Management Tucson, Arizona	$142K	+$153K	6	0.04%	New
1234	H Hexavest Montreal, Quebec, Canada	$141K	$0	2	0%	Maintained
1235	WIC Woodmont Investment Counsel Nashville, Tennessee	$141K	+$25.7K	3	0.04%	Increased
1236	Addenda Capital Montreal, Quebec, Canada	$140K	$0	1	0.01%	Maintained
1237	BCA Bray Capital Advisors Naples, Florida	$133K	-$30.6K	3	0.08%	Reduced
1238	FMP Financial Management Professionals Austin, Texas	$133K	$0	1	0.09%	Maintained
1239	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$130K	$0	1	0.12%	Maintained
1240	PSC Prentiss Smith & Co Brattleboro, Vermont	$128K	+$25.2K	2	0.07%	Increased
1241	PSC Piper Sandler & Co Minneapolis, Minnesota	$125K	+$167K	1	0.13%	New
1242	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$124K	+$76.5K	1	0.02%	Increased
1243	SFU Stonehage Fleming (UK) London, United Kingdom	$124K	-$2.07M	1	0.06%	Reduced
1244	Group One Trading Chicago, Illinois	$122K	-$745K	1	0%	Reduced
1245	KT Kanaly Trust Houston, Texas	$121K	-$1.78K	6	0.03%	Reduced
1246	RFA Reilly Financial Advisors La Mesa, California	$121K	$0	3	0.02%	Maintained
1247	BCP Blue Chip Partners Farmington Hills, Michigan	$118K	+$135K	1	0.08%	New
1248	HSA Hussman Strategic Advisors Ellicott City, Maryland	$118K	+$136K	1	0.01%	New
1249	TDC Thompson Davis & Co Richmond, Virginia	$114K	-$47.4K	4	0.16%	Reduced
1250	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$106K	+$80.3K	1	0.28%	Increased