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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
1301	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$190K	$0	1	0.16%	Maintained
1302	LC Lubar & Co Milwaukee, Wisconsin	$171K	-$259K	1	0.14%	Reduced
1303	Farmers & Merchants Investments Inc Lincoln, Nebraska	$169K	+$27.9K	5	0.02%	Increased
1304	DA Dunvegan Associates Santa Barbara, California	$161K	-$41K	1	0.14%	Reduced
1305	PVH Psagot Value Holdings Tel Aviv, Israel	$158K	+$3.21K	4	0.01%	Increased
1306	FWM Focused Wealth Management Newburgh, New York	$156K	-$80.2K	5	0.13%	Reduced
1307	TWM Torch Wealth Management Cincinnati, Ohio	$156K	+$135K	3	0.11%	Increased
1308	DSC Duncker Streett & Co St. Louis, Missouri	$154K	-$4K	3	0.05%	Reduced
1309	TDC Thompson Davis & Co Richmond, Virginia	$154K	-$223K	4	0.26%	Reduced
1310	RFA Reilly Financial Advisors La Mesa, California	$153K	+$566	4	0.04%	Increased
1311	FMA FNY Managed Accounts New York	$144K	-$113K	1	0.38%	Reduced
1312	CFS Community Financial System Syracuse, New York	$134K	+$25.2K	2	0.03%	Increased
1313	FBC Fairfield, Bush & Co Darien, Connecticut	$133K	$0	1	0.06%	Maintained
1314	KCP KDI Capital Partners Raleigh, North Carolina	$129K	-$25.7K	1	0.03%	Reduced
1315	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$127K	+$125K	1	0.04%	New
1316	TF Tompkins Financial Ithaca, New York	$124K	-$17.4K	2	0.03%	Reduced
1317	AIM Acuity Investment Management Toronto, Ontario, Canada	$120K	-$273K	1	0.07%	Reduced
1318	PSI Pinnacle Summer Investments Fairfax, Virginia	$118K	$0	2	0.02%	Maintained
1319	NES New England Securities New York	$115K	+$60.4K	4	0.04%	Increased
1320	IC Inverness Counsel New York	$114K	$0	1	0.01%	Maintained
1321	FMP Financial Management Professionals Austin, Texas	$112K	$0	1	0.08%	Maintained
1322	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$110K	-$12.9K	1	0.08%	Reduced
1323	CCM Condor Capital Management Martinsville, New Jersey	$107K	+$118K	1	0.03%	New
1324	PWAG Polaris Wealth Advisory Group San Rafael, California	$104K	$0	1	0.02%	Maintained
1325	GAM Gemmer Asset Management Walnut Creek, California	$99K	+$97.6K	7	0.07%	New