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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	ADL Asset Dedication LLC San Francisco, California	$151K	+$152K	2	0.1%	New
1277	3C 361 Capital Denver, Colorado	$147K	+$142K	2	1.2%	New
1278	DSN D. Scott Neal Lexington, Kentucky	$145K	+$138K	2	0.12%	New
1279	SFU Stonehage Fleming (UK) London, United Kingdom	$144K	+$22.4K	1	0.07%	Increased
1280	FWM Focused Wealth Management Newburgh, New York	$141K	+$72.5K	5	0.08%	Increased
1281	SNT Security National Trust Wheeling, West Virginia	$140K	$0	4	0.06%	Maintained
1282	Addenda Capital Montreal, Quebec, Canada	$135K	$0	1	0.01%	Maintained
1283	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$134K	-$27.4K	1	0.07%	Reduced
1284	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$131K	$0	1	0.11%	Maintained
1285	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$130K	-$1.25M	1	0%	Reduced
1286	GLI Guardian Life Insurance New York	$130K	-$38.4K	2	0.01%	Reduced
1287	MFW Mosaic Family Wealth St. Louis, Missouri	$129K	+$134K	2	0.06%	New
1288	Tower Research Capital (TRC) New York	$127K	-$78.7K	16	0.02%	Reduced
1289	MCM McKinley Capital Management Anchorage, Alaska	$122K	-$120K	1	0.01%	Reduced
1290	H Hexavest Montreal, Quebec, Canada	$120K	$0	2	0%	Maintained
1291	HSA Hussman Strategic Advisors Ellicott City, Maryland	$120K	$0	1	0.02%	Maintained
1292	SA SRH Advisors Salina, Kansas	$120K	+$112K	1	0.71%	New
1293	CB Community Bank Dewitt, New York	$117K	+$28.3K	2	0.03%	Increased
1294	KT Kanaly Trust Houston, Texas	$113K	-$8.12K	4	0.02%	Reduced
1295	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$108K	+$9.88K	4	0.05%	Increased
1296	RWA Ropes Wealth Advisors Boston, Massachusetts	$107K	+$93.6K	3	0.05%	Increased
1297	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$107K	$0	1	0.06%	Maintained
1298	SBA Seven Bridges Advisors New York	$106K	+$110K	1	0.11%	New
1299	TDC Thompson Davis & Co Richmond, Virginia	$104K	-$8.17K	4	0.15%	Reduced
1300	TF Tompkins Financial Ithaca, New York	$104K	-$38.3K	3	0.03%	Reduced