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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	IIA IPG Investment Advisors San Diego, California	$254K	$0	1	0.1%	Maintained
1252	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$253K	$0	1	0.07%	Maintained
1253	TC Telemus Capital Southfield, Michigan	$250K	$0	1	0.06%	Maintained
1254	TFA Transamerica Financial Advisors St. Petersburg, Florida	$248K	-$925	4	0.02%	Reduced
1255	TNB Thomasville National Bank Thomasville, Georgia	$247K	-$74.7K	1	0.08%	Reduced
1256	AIM Acuity Investment Management Toronto, Ontario, Canada	$245K	+$61.2K	1	0.35%	Increased
1257	QI Quotient Investors New York	$244K	-$350K	1	0.03%	Reduced
1258	WRM Westport Resources Management Westport, Connecticut	$243K	-$3.68K	2	0.07%	Reduced
1259	CC Cannell & Co New York	$240K	-$409K	1	0.01%	Reduced
1260	Diversified Trust Memphis, Tennessee	$238K	-$1.52M	1	0.02%	Reduced
1261	Grimes & Company Westborough, Massachusetts	$238K	$0	1	0.06%	Maintained
1262	GP Grow Partners San Diego, California	$236K	-$6.17M	1	4.91%	Reduced
1263	CCA Cobblestone Capital Advisors Rochester, New York	$232K	-$36.4K	1	0.04%	Reduced
1264	YMRC Yorktown Management & Research Company Forest, Virginia	$228K	$0	1	0.04%	Maintained
1265	GCA Gideon Capital Advisors New York	$227K	+$223K	1	0.09%	New
1266	MBT Montecito Bank & Trust Santa Barbara, California	$223K	+$10.3K	1	0.11%	Increased
1267	CCA Checchi Capital Advisers Beverly Hills, California	$220K	+$214K	1	0.07%	New
1268	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$220K	+$236K	1	0.05%	New
1269	Candriam SCA Strassen, Luxembourg, Luxembourg	$217K	-$667K	1	0%	Reduced
1270	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$217K	$0	1	0.03%	Maintained
1271	FPCP Fort Point Capital Partners San Francisco, California	$216K	+$231K	1	0.14%	New
1272	PSI Pinnacle Summer Investments Fairfax, Virginia	$216K	-$129K	3	0.03%	Reduced
1273	GAM Gemmer Asset Management Walnut Creek, California	$214K	+$2.89K	6	0.13%	Increased
1274	Brighton Jones LLC Seattle, Washington	$210K	-$2.63K	1	0.05%	Reduced
1275	IAS IMA Advisory Services Denver, Colorado	$210K	-$50.6K	1	0.1%	Reduced