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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	CIM CIM Investment Management Pittsburgh, Pennsylvania	$591K	-$189K	2	0.21%	Reduced
1277	CK Cohen Klingenstein New York	$591K	$0	1	0.08%	Maintained
1278	Bartlett & Co Wealth Management Cincinnati, Ohio	$591K	-$38.1K	5	0.02%	Reduced
1279	VCM Vigilant Capital Management Portland, Maine	$587K	+$625	4	0.08%	Increased
1280	CFN Cordasco Financial Network Naples, Florida	$584K	$0	2	0.56%	Maintained
1281	SAM Sequent Asset Management Houston, Texas	$584K	-$4.08K	1	0.4%	Reduced
1282	TCM Tradition Capital Management Summit, New Jersey	$584K	+$50.6K	1	0.15%	Increased
1283	BAS Brown Advisory Securities Baltimore, Maryland	$578K	-$220K	1	0.09%	Reduced
1284	PTC Private Trust Company Cleveland, Ohio	$577K	-$332K	1	0.12%	Reduced
1285	PP PagnatoKarp Partners Reston, Virginia	$574K	+$6.13K	1	0.17%	Increased
1286	TIAA FSB Jacksonville, Florida	$572K	-$41K	1	0%	Reduced
1287	SFM Signature Financial Management Norfolk, Virginia	$568K	$0	1	0.1%	Maintained
1288	AT Arden Trust Wilmington, Delaware	$567K	-$266K	1	0.09%	Reduced
1289	DWM Darwin Wealth Management Tampa, Florida	$560K	$0	1	0.31%	Maintained
1290	DI Diligent Investors Redlands, California	$560K	$0	1	0.31%	Maintained
1291	ZIM ZPR Investment Management Orange City, Florida	$560K	+$244K	2	0.85%	Increased
1292	CA Calton & Associates Tampa, Florida	$559K	+$261K	2	0.16%	Increased
1293	VIM Vista Investment Management Pittsburgh, Pennsylvania	$555K	-$2.81K	1	0.49%	Reduced
1294	YWP YorkBridge Wealth Partners New York	$555K	-$102K	5	0.25%	Reduced
1295	MA Menlo Advisors Menlo Park, California	$554K	-$78.1K	1	0.37%	Reduced
1296	PCG Private Capital Group West Hartford, Connecticut	$553K	-$51.4K	11	0.11%	Reduced
1297	ACP Ashfield Capital Partners San Francisco, California	$549K	-$193K	1	0.06%	Reduced
1298	CPA Court Place Advisors Ellicott City, Maryland	$549K	+$518K	1	0.21%	New
1299	PP PDT Partners New York	$546K	+$186K	2	0.02%	Increased
1300	GAM Griffin Asset Management New York	$544K	+$2.04K	1	0.08%	Increased