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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	ES Equitec Specialists Chicago, Illinois	$101K	+$103K	2	0.04%	New
1252	DA Dunvegan Associates Santa Barbara, California	$100K	+$195	1	0.11%	Increased
1253	M MOTCO San Antonio, Texas	$100K	-$3.97M	1	0.01%	Reduced
1254	Brown Brothers Harriman & Co New York	$99K	+$4.19K	1	0%	Increased
1255	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$97K	+$111K	4	0.06%	New
1256	Farmers & Merchants Investments Inc Lincoln, Nebraska	$92K	-$2.73K	5	0.01%	Reduced
1257	FBC Fairfield, Bush & Co Darien, Connecticut	$91K	-$247K	1	0.04%	Reduced
1258	CB Community Bank Dewitt, New York	$89K	$0	2	0.02%	Maintained
1259	KCM Karp Capital Management Sausalito, California	$88K	+$38.2K	1	0.06%	Increased
1260	Brookstone Capital Management Wheaton, Illinois	$86K	-$2.88M	3	0.02%	Reduced
1261	NCM Nelson Capital Management Menlo Park, California	$86K	+$510	1	0.03%	Increased
1262	SCM Scopia Capital Management New York	$85K	$0	1	0%	Maintained
1263	CCM Condor Capital Management Martinsville, New Jersey	$84K	$0	1	0.02%	Maintained
1264	Saturna Capital Bellingham, Washington	$79K	-$93K	1	0%	Reduced
1265	VFA Virtus Fund Advisers Hartford, Connecticut	$77K	$0	2	0%	Maintained
1266	AA AlphaMark Advisors Ft. Wright, Kentucky	$75K	$0	1	0.04%	Maintained
1267	MUFG Securities EMEA London, United Kingdom	$74K	+$75.4K	1	0.03%	New
1268	TFA Transamerica Financial Advisors St. Petersburg, Florida	$71K	-$152K	3	0.01%	Reduced
1269	FAM Formidable Asset Management Cincinnati, Ohio	$70K	+$1.75K	2	0.05%	Increased
1270	Colony Group Boston, Massachusetts	$69K	+$77.9K	5	0.01%	Increased
1271	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$66K	-$9.95K	2	0.03%	Reduced
1272	BAM Bruderman Asset Management Locust Valley, New York	$65K	+$9.45K	2	0.03%	Increased
1273	TCI Wealth Advisors Tucson, Arizona	$65K	+$11.1K	4	0.04%	Increased
1274	AF Arrow Financial Glens Falls, New York	$64K	$0	1	0.02%	Maintained
1275	FWM Focused Wealth Management Newburgh, New York	$64K	-$11K	5	0.04%	Reduced