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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	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$265K	$0	1	0.2%	Maintained
1227	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$264K	+$258K	2	0.13%	Increased
1228	Donaldson Capital Management Evansville, Indiana	$263K	-$15.1K	1	0.04%	Reduced
1229	AHC Adell Harriman & Carpenter Houston, Texas	$263K	-$819K	1	0.07%	Reduced
1230	GFG Gray Financial Group Atlanta, Georgia	$263K	$0	1	0.11%	Maintained
1231	Prospera Financial Services Dallas, Texas	$261K	+$36.9K	1	0.05%	Increased
1232	Rockefeller Financial Services New York	$260K	-$29.6K	3	0.01%	Reduced
1233	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$259K	-$110K	2	0.15%	Reduced
1234	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$258K	$0	1	0.3%	Maintained
1235	PG Proffitt & Goodson Knoxville, Tennessee	$257K	$0	1	0.14%	Maintained
1236	MCM Murphy Capital Management Bedminster, New Jersey	$253K	-$277K	1	0.04%	Reduced
1237	NPA Nichols & Pratt Advisers Boston, Massachusetts	$253K	$0	1	0.02%	Maintained
1238	YP Yellowstone Partners Idaho Falls, Idaho	$253K	+$51.5K	1	0.11%	Increased
1239	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$252K	-$249K	1	0.19%	Reduced
1240	Element Capital Management New York	$250K	+$257K	1	0.04%	New
1241	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$248K	$0	1	0.08%	Maintained
1242	LD Lipe & Dalton Syracuse, New York	$248K	$0	1	0.17%	Maintained
1243	NIM Northeast Investment Management Boston, Massachusetts	$248K	+$50K	1	0.02%	Increased
1244	Fuller & Thaler Asset Management San Mateo, California	$247K	-$202K	1	0%	Reduced
1245	TGI Tradewinds Global Investors Los Angeles, California	$247K	+$246K	1	0.02%	New
1246	CFA Capstone Financial Advisors Downers Grove, Illinois	$245K	+$22.3K	1	0.13%	Increased
1247	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$245K	+$28.6K	6	0.12%	Increased
1248	CT Cambridge Trust Cambridge, Massachusetts	$244K	+$3.69K	1	0.02%	Increased
1249	Washington Trust Westerly, Rhode Island	$244K	$0	1	0.02%	Maintained
1250	Swiss Life Asset Management Zurich,	$243K	-$1.35M	1	0.01%	Reduced