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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
1251	CYG Clean Yield Group Norwich, Vermont	$258K	-$21.9K	1	0.12%	Reduced
1252	NEAM New England Asset Management Farmington, Connecticut	$255K	$0	1	0.01%	Maintained
1253	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$254K	-$7.11K	1	0.13%	Reduced
1254	LC Lakeshore Capital Birmingham, Alabama	$254K	$0	1	0.25%	Maintained
1255	VFS VSR Financial Services Overland Park, Kansas	$254K	+$259K	1	0.03%	New
1256	DBT Dubuque Bank & Trust Dubuque, Iowa	$253K	-$5.46K	2	0.04%	Reduced
1257	GAM Griffin Asset Management New York	$253K	-$6.74K	1	0.08%	Reduced
1258	TCM Tufton Capital Management Hunt Valley, Maryland	$253K	$0	1	0.05%	Maintained
1259	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$251K	+$256K	1	0.08%	New
1260	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$250K	+$15K	1	0.02%	Increased
1261	TCM Telos Capital Management San Diego, California	$248K	+$12.6K	1	0.15%	Increased
1262	Rafferty Asset Management New York	$246K	+$251K	1	0.03%	New
1263	Benjamin F. Edwards & Company St. Louis, Missouri	$245K	-$6.4K	2	0.06%	Reduced
1264	AI ArchPoint Investors Coral Gables, Florida	$244K	+$18.1K	1	0.21%	Increased
1265	MRCM M&R Capital Management Summit, New Jersey	$244K	$0	1	0.06%	Maintained
1266	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$244K	+$3.71K	1	0.03%	Increased
1267	AWA Arete Wealth Advisors Chicago, Illinois	$242K	+$247K	1	0.18%	New
1268	DM Delphi Management Brookline, Massachusetts	$241K	$0	1	0.03%	Maintained
1269	BWP Baldwin Wealth Partners Marion, Massachusetts	$239K	-$208K	1	0.03%	Reduced
1270	TCB Texas Capital Bancshares Dallas, Texas	$237K	+$27.2K	1	0.14%	Increased
1271	1GA 1st Global Advisors Dallas, Texas	$236K	+$38.8K	1	0.04%	Increased
1272	Bailard Foster City, California	$233K	+$211K	1	0.04%	New
1273	TC Telemus Capital Southfield, Michigan	$233K	$0	1	0.06%	Maintained
1274	IIA IPG Investment Advisors San Diego, California	$229K	+$234K	1	0.08%	New
1275	HF Hoxton Financial Shepherdstown, West Virginia	$226K	-$15.6K	1	0.1%	Reduced