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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	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$226K	-$86.6K	1	0.05%	Reduced
1252	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$226K	-$498K	1	0.3%	Reduced
1253	VFA Voya Financial Advisors Windsor, Connecticut	$226K	+$216K	1	0.02%	New
1254	PCM Palouse Capital Management Spokane, Washington	$225K	+$205K	1	0.1%	New
1255	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$225K	-$2.05M	1	0.08%	Reduced
1256	WFG Windsor Financial Group Minneapolis, Minnesota	$225K	-$322K	1	0.11%	Reduced
1257	GLRA Gerald L. Ray & Associates Dallas, Texas	$223K	-$78.9K	1	0.03%	Reduced
1258	WSCM Wellington Shields Capital Management New York	$223K	+$203K	1	0.04%	New
1259	AWA ARS Wealth Advisors St. Petersburg, Florida	$222K	-$22.5K	1	0.09%	Reduced
1260	Citizens Financial Group Providence, Rhode Island	$220K	-$969	4	0.02%	Reduced
1261	Covington Capital Management Los Angeles, California	$218K	-$17.3K	1	0.02%	Reduced
1262	BAC Boys Arnold & Co Asheville, North Carolina	$217K	+$214K	1	0.04%	New
1263	SCG Sonata Capital Group Seattle, Washington	$216K	$0	1	0.18%	Maintained
1264	KA Kovack Advisors Ft. Lauderdale, Florida	$215K	-$28.5K	1	0.1%	Reduced
1265	SC Schulhoff & Co Cincinnati, Ohio	$214K	$0	1	0.13%	Maintained
1266	AP Atwood & Palmer Kansas City, Missouri	$211K	$0	2	0.04%	Maintained
1267	PGIM Pacific Global Investment Management Glendale, California	$211K	$0	1	0.05%	Maintained
1268	Waverly Advisors Birmingham, Alabama	$211K	+$207K	1	0.09%	New
1269	CFA Carroll Financial Associates Charlotte, North Carolina	$210K	+$8.08K	4	0.03%	Increased
1270	GAM Gemmer Asset Management Walnut Creek, California	$209K	-$1.08M	7	0.11%	Reduced
1271	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$208K	$0	4	0.12%	Maintained
1272	PIC Portland Investment Counsel Burlington, Ontario, Canada	$207K	+$197K	1	0.33%	New
1273	VIA Vantage Investment Advisors State College, Pennsylvania	$205K	-$12K	3	0.09%	Reduced
1274	GC Gruss & Co West Palm Beach, Florida	$204K	+$217K	1	0.25%	New
1275	AW ACG Wealth Atlanta, Georgia	$203K	-$18K	1	0.04%	Reduced