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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	TDC Thompson Davis & Co Richmond, Virginia	$185K	+$93.5K	4	0.24%	Increased
1302	CCM Concourse Capital Management Atlanta, Georgia	$182K	$0	1	0.11%	Maintained
1303	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$176K	+$3.96K	4	0.04%	Increased
1304	NES New England Securities New York	$173K	+$25.4K	5	0.06%	Increased
1305	FQ First Quadrant Glendale, California	$170K	$0	1	0%	Maintained
1306	Wealthfront Palo Alto, California	$170K	+$58.1K	3	0.01%	Increased
1307	PSI Pinnacle Summer Investments Fairfax, Virginia	$166K	+$14.2K	2	0.02%	Increased
1308	NCA NCM Capital Advisers Durham, North Carolina	$165K	$0	1	0.25%	Maintained
1309	TF Tompkins Financial Ithaca, New York	$162K	-$17.9K	2	0.04%	Reduced
1310	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$160K	$0	1	0.14%	Maintained
1311	SCA Strategic Capital Alternatives Gig Harbor, United States	$152K	+$155K	1	0.05%	New
1312	GSC Ground Swell Capital Folly Beach, South Carolina	$151K	+$44.2K	12	0.29%	Increased
1313	VIA Vantage Investment Advisors State College, Pennsylvania	$151K	+$57K	6	0.09%	Increased
1314	Brandes Investment Partners La Jolla, California	$149K	+$181K	1	0%	New
1315	CCM Condor Capital Management Martinsville, New Jersey	$147K	+$32.6K	1	0.04%	Increased
1316	PVH Psagot Value Holdings Tel Aviv, Israel	$145K	-$13.6K	4	0%	Reduced
1317	Farmers & Merchants Investments Inc Lincoln, Nebraska	$141K	-$19.2K	5	0.02%	Reduced
1318	LBG Lloyds Banking Group London, United Kingdom	$140K	-$1.14M	2	0.04%	Reduced
1319	SSG Summit Securities Group New York	$138K	+$90.7K	1	0.04%	Increased
1320	FMP Financial Management Professionals Austin, Texas	$130K	$0	1	0.09%	Maintained
1321	DA Dunvegan Associates Santa Barbara, California	$127K	-$9.28K	1	0.11%	Reduced
1322	CFA Carroll Financial Associates Charlotte, North Carolina	$125K	-$69.3K	2	0.04%	Reduced
1323	FWM Focused Wealth Management Newburgh, New York	$124K	-$1.02K	5	0.1%	Reduced
1324	SFU Stonehage Fleming (UK) London, United Kingdom	$121K	-$2.19M	1	0.05%	Reduced
1325	CFS Community Financial System Syracuse, New York	$115K	$0	2	0.03%	Maintained