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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	Gofen & Glossberg Chicago, Illinois	$375K	-$164K	1	0.01%	Reduced
1277	GC Gilbert & Cook West Des Moines, Iowa	$374K	+$366K	1	0.13%	New
1278	TI Telemetry Investments New York	$373K	-$69.7K	1	0.18%	Reduced
1279	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$372K	+$364K	1	0.03%	New
1280	BCAM Boston Common Asset Management Boston, Massachusetts	$372K	+$340K	1	0.05%	New
1281	SC SRB Corp Boston, Massachusetts	$371K	+$179K	2	0.05%	Increased
1282	KSA Ken Stern & Associates San Diego, California	$370K	$0	1	0.17%	Maintained
1283	FTI Fiduciary Trust International Lincoln, Massachusetts	$369K	$0	1	0.1%	Maintained
1284	TSS Two Sigma Securities New York	$368K	-$1.06M	1	0.07%	Reduced
1285	CM CoreCommodity Management Stamford, Connecticut	$366K	+$16.8K	1	0.35%	Increased
1286	Sequoia Financial Advisors Akron, Ohio	$365K	+$333K	1	0.05%	New
1287	BOH Bank of Hawaii Honolulu, Hawaii	$364K	-$31.6K	1	0.03%	Reduced
1288	GWM Greenwich Wealth Management Greenwich, Connecticut	$363K	+$6.3K	1	0.06%	Increased
1289	Allworth Financial Folsom, California	$361K	+$6.6K	2	0.03%	Increased
1290	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$361K	+$36.3K	1	0.05%	Increased
1291	LA Lucus Advisors New York	$360K	+$390K	1	0.48%	New
1292	Meridian Wealth Management Lexington, Kentucky	$358K	+$327K	1	0.23%	New
1293	CL CPWM LLC Seattle, Washington	$357K	-$229K	1	0.08%	Reduced
1294	AC Abbrea Capital Greenbrae, California	$356K	$0	1	0.14%	Maintained
1295	CNB Camden National Bank Camden, Maine	$356K	$0	1	0.11%	Maintained
1296	NC Northpointe Capital Bloomfield Hills, Michigan	$356K	$0	1	0.04%	Maintained
1297	WI Wedgewood Investors Erie, Pennsylvania	$356K	-$5.71K	1	0.31%	Reduced
1298	Fulton Bank Lancaster, Pennsylvania	$355K	+$104K	1	0.03%	Increased
1299	FM Foster & Motley Cincinnati, Ohio	$351K	+$344K	1	0.06%	New
1300	Rockefeller Financial Services New York	$351K	$0	3	0.01%	Maintained