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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	AF Aldebaran Financial	$243K	+$241K	1	0.2%	New
1252	BCB Brian C. Broderick	$243K	-$91.9K	1	0.1%	Reduced
1253	Covington Capital Management Los Angeles, California	$243K	+$51.1K	1	0.02%	Increased
1254	LAM Lebenthal Asset Management New York	$243K	+$4.3K	1	0.03%	Increased
1255	LH Lebenthal Holdings New York	$243K	-$2.39M	1	0.03%	Reduced
1256	Yacktman Asset Management Austin, Texas	$243K	-$291K	1	0%	Reduced
1257	Quadrant Capital Group Cincinnati, Ohio	$242K	-$19.2K	10	0.17%	Reduced
1258	EP Wealth Advisors Torrance, California	$239K	-$528K	1	0.04%	Reduced
1259	IH IFC Holdings Tampa, Florida	$239K	+$252K	1	0.03%	New
1260	MJP Michael J. Puzo	$239K	$0	1	0.16%	Maintained
1261	VFS VSR Financial Services Overland Park, Kansas	$239K	+$5K	1	0.04%	Increased
1262	GWM Greenwich Wealth Management Greenwich, Connecticut	$238K	$0	1	0.06%	Maintained
1263	GCA Gideon Capital Advisors New York	$237K	-$237K	1	0.14%	Reduced
1264	BAS Brown Advisory Securities Baltimore, Maryland	$235K	-$7.49K	1	0.07%	Reduced
1265	OMERS Administration Corp Toronto, Ontario, Canada	$233K	$0	1	0%	Maintained
1266	AW ACG Wealth Atlanta, Georgia	$229K	-$12.5K	1	0.05%	Reduced
1267	SCG Sonata Capital Group Seattle, Washington	$225K	$0	1	0.19%	Maintained
1268	VIA Vantage Investment Advisors State College, Pennsylvania	$225K	-$11.2K	4	0.09%	Reduced
1269	ANRIA American National Registered Investment Advisor Galveston, Texas	$223K	$0	1	0.1%	Maintained
1270	AWA ARS Wealth Advisors St. Petersburg, Florida	$223K	-$28.3K	1	0.09%	Reduced
1271	HRT Financial New York	$222K	+$229K	1	0.13%	New
1272	KA Kovack Advisors Ft. Lauderdale, Florida	$222K	-$17.1K	1	0.12%	Reduced
1273	MNBTD Moody National Bank Trust Division Galveston, Texas	$220K	$0	1	0.01%	Maintained
1274	PGIM Pacific Global Investment Management Glendale, California	$220K	+$235K	1	0.05%	New
1275	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$218K	-$20.9K	1	0.04%	Reduced