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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
1276	HCM Hollencrest Capital Management Newport Beach, California	$202K	+$206K	1	0.03%	New
1277	SFSIG San Francisco Sentry Investment Group San Francisco, California	$201K	+$95.7K	2	0.07%	Increased
1278	VNA VNBTrust National Association Charlottesville, Virginia	$201K	+$189K	1	0.1%	New
1279	MTIP Magee Thomson Investment Partners San Diego, California	$199K	-$37.5K	1	0.04%	Reduced
1280	NC Northpointe Capital Bloomfield Hills, Michigan	$193K	+$164K	1	0.02%	New
1281	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$192K	+$180K	1	0.17%	New
1282	STB S&T Bank Indiana, Pennsylvania	$191K	+$179K	1	0.03%	New
1283	GACM Green Arrow Capital Management New York	$186K	-$1.25M	1	0.01%	Reduced
1284	First Horizon Advisors Memphis, Tennessee	$176K	+$38.3K	6	0.03%	Increased
1285	KCP KDI Capital Partners Raleigh, North Carolina	$168K	+$154K	1	0.04%	New
1286	DSC Duncker Streett & Co St. Louis, Missouri	$151K	+$13.4K	4	0.05%	Increased
1287	PVH Psagot Value Holdings Tel Aviv, Israel	$144K	-$95K	4	0.01%	Reduced
1288	TF Tompkins Financial Ithaca, New York	$143K	+$32.2K	3	0.04%	Increased
1289	Farmers & Merchants Investments Inc Lincoln, Nebraska	$139K	+$30.1K	4	0.02%	Increased
1290	SEC Seven Eight Capital New York	$139K	+$130K	3	0.15%	New
1291	RIA Regal Investment Advisors Kentwood, Michigan	$137K	-$42.4K	4	0.08%	Reduced
1292	FBC Fairfield, Bush & Co Darien, Connecticut	$135K	-$305K	1	0.06%	Reduced
1293	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$132K	+$7.12K	2	0.08%	Increased
1294	IUAM Itau USA Asset Management New York	$128K	+$123K	1	0.03%	New
1295	RFA Reilly Financial Advisors La Mesa, California	$128K	+$77.8K	4	0.03%	Increased
1296	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$125K	-$5.56K	1	0.09%	Reduced
1297	PSI Pinnacle Summer Investments Fairfax, Virginia	$124K	-$21.6K	2	0.02%	Reduced
1298	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$122K	-$111K	1	0.07%	Reduced
1299	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$118K	-$6.06K	3	0.06%	Reduced
1300	IC Inverness Counsel New York	$116K	$0	1	0.01%	Maintained