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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	DY Dowling & Yahnke San Diego, California	$254K	-$6.77K	1	0.03%	Reduced
1277	LWM Lyons Wealth Management Winter Park, Florida	$254K	+$233K	1	0.23%	New
1278	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$252K	+$220K	1	0.05%	New
1279	GLI Guardian Life Insurance New York	$251K	+$2.25K	2	0.02%	Increased
1280	MBT Montecito Bank & Trust Santa Barbara, California	$250K	-$123K	1	0.15%	Reduced
1281	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$249K	$0	1	0.11%	Maintained
1282	YMRC Yorktown Management & Research Company Forest, Virginia	$247K	$0	1	0.05%	Maintained
1283	ECM Everence Capital Management Goshen, Indiana	$246K	$0	1	0.09%	Maintained
1284	CWA Constellation Wealth Advisors New York	$244K	+$235K	1	0.03%	New
1285	IC IKOS CIF Limassol, Cyprus	$243K	+$239K	1	0.77%	Increased
1286	TCM Telos Capital Management San Diego, California	$243K	-$23.2K	1	0.15%	Reduced
1287	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$240K	+$207K	1	0.03%	New
1288	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$238K	+$208K	1	0.03%	New
1289	1GA 1st Global Advisors Dallas, Texas	$235K	-$883	1	0.04%	Reduced
1290	SAG Sterne Agee Group Birmingham, Alabama	$233K	+$244K	1	0.04%	New
1291	CM Capital Management Glen Allen, Virginia	$232K	$0	1	0.07%	Maintained
1292	Fayez Sarofim & Co Houston, Texas	$232K	$0	1	0%	Maintained
1293	MIC MU Investments Company Tokyo, Japan	$232K	$0	2	0.11%	Maintained
1294	SCG Strategic Capital Group Gig Harbor, Washington	$232K	-$2.47M	2	0.07%	Reduced
1295	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$229K	+$162K	1	0.2%	Increased
1296	SIM Strategic Investment Management Arlington, Virginia	$227K	+$10.6K	1	0.05%	Increased
1297	First Horizon Advisors Memphis, Tennessee	$226K	+$69.3K	7	0.03%	Increased
1298	NAM Nichols Asset Management Sudbury, Massachusetts	$226K	$0	1	0.05%	Maintained
1299	NL NWAM LLC Mercer Island, Washington	$225K	-$5.94K	1	0.07%	Reduced
1300	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$222K	+$213K	1	0.03%	New