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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	PAM Paradigm Asset Management New York	$231K	-$379K	2	0.04%	Reduced
1227	CBU CIBC Bank USA Chicago, Illinois	$227K	-$10.4K	1	0.04%	Reduced
1228	NIM Northeast Investment Management Boston, Massachusetts	$227K	+$14.6K	1	0.02%	Increased
1229	AT Argent Trust San Antonio, Texas	$226K	+$235K	1	0.07%	New
1230	MJP Michael J. Puzo	$224K	-$5.96K	1	0.16%	Reduced
1231	DII Domini Impact Investments New York	$222K	-$59.7K	1	4.32%	Reduced
1232	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$221K	-$12.1K	1	0.25%	Reduced
1233	PTC Petrus Trust Company Dallas, Texas	$221K	+$236K	1	0.05%	New
1234	NPA Nichols & Pratt Advisers Boston, Massachusetts	$220K	$0	1	0.02%	Maintained
1235	QAM QCI Asset Management Pittsford, New York	$219K	+$180K	2	0.03%	Increased
1236	AWA ARS Wealth Advisors St. Petersburg, Florida	$218K	-$83.9K	1	0.11%	Reduced
1237	Avidian Wealth Enterprises Houston, Texas	$218K	$0	1	0.11%	Maintained
1238	CEP Chicago Equity Partners Chicago, Illinois	$218K	-$5.72M	1	0.01%	Reduced
1239	Quadrant Capital Group Cincinnati, Ohio	$218K	-$68.8K	7	0.15%	Reduced
1240	GAM Gemmer Asset Management Walnut Creek, California	$215K	+$11.3K	6	0.13%	Increased
1241	Mariner Overland Park, Kansas	$213K	-$1.57K	1	0.01%	Reduced
1242	WBG Wharton Business Group Malvern, Pennsylvania	$213K	-$3.52K	1	0.02%	Reduced
1243	WB Webster Bank Waterbury, Connecticut	$212K	$0	1	0.03%	Maintained
1244	Waratah Capital Advisors Toronto, Ontario, Canada	$211K	+$198K	1	0.04%	New
1245	CT Cambridge Trust Cambridge, Massachusetts	$210K	-$3.68K	1	0.02%	Reduced
1246	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$210K	$0	1	0.07%	Maintained
1247	DA Dillon & Associates Jackson, Michigan	$209K	-$528K	1	0.1%	Reduced
1248	GWM Greenwich Wealth Management Greenwich, Connecticut	$209K	$0	1	0.05%	Maintained
1249	GAM Griffin Asset Management New York	$208K	$0	1	0.09%	Maintained
1250	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$207K	-$21K	1	0.16%	Reduced