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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	NL NWAM LLC Mercer Island, Washington	$222K	-$18.7K	1	0.1%	Reduced
1302	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$221K	+$208K	1	0.06%	New
1303	BFG Beacon Financial Group Dallas, Texas	$220K	+$254K	1	0.05%	New
1304	DSI Daiwa SB Investments Tokyo, Japan	$220K	$0	1	0.04%	Maintained
1305	PSC Piper Sandler & Co Minneapolis, Minnesota	$220K	-$709K	2	0.11%	Reduced
1306	GLI Guardian Life Insurance New York	$219K	$0	2	0.02%	Maintained
1307	CIM CIM Investment Management Pittsburgh, Pennsylvania	$218K	+$198K	1	0.1%	New
1308	MBT Montecito Bank & Trust Santa Barbara, California	$213K	-$11.5K	1	0.11%	Reduced
1309	TIA Tiemann Investment Advisors Menlo Park, California	$212K	+$216K	1	0.23%	New
1310	TDC Thompson Davis & Co Richmond, Virginia	$211K	+$25.3K	5	0.24%	Increased
1311	CD Carl Domino West Palm Beach, Florida	$210K	$0	1	0.11%	Maintained
1312	GPCM Granite Point Capital Management Boston, Massachusetts	$210K	-$1.21M	1	0.1%	Reduced
1313	MC Miles Capital West Des Moines, Iowa	$210K	-$276K	1	0.11%	Reduced
1314	NAM Nichols Asset Management Sudbury, Massachusetts	$207K	$0	1	0.04%	Maintained
1315	ABP Arthur B. Page	$205K	-$45.4K	1	0.19%	Reduced
1316	VFA Virtus Fund Advisers Hartford, Connecticut	$205K	-$1.61M	3	0%	Reduced
1317	CM Capital Management Glen Allen, Virginia	$204K	+$198K	1	0.06%	New
1318	Fayez Sarofim & Co Houston, Texas	$204K	+$198K	1	0%	New
1319	KPA Keel Point Advisors Vienna, Virginia	$204K	+$198K	1	0.16%	New
1320	CCI Columbus Circle Investors	$203K	-$7.31M	1	0%	Reduced
1321	RNS Robert N. Shapiro	$203K	-$2.47K	4	0.04%	Reduced
1322	KL KWMG LLC Overland Park, Kansas	$201K	+$189K	1	0.17%	New
1323	TCTC Holdings Dallas, Texas	$201K	+$195K	1	0.01%	New
1324	TFCP Twin Focus Capital Partners Boston, Massachusetts	$201K	+$195K	1	0.23%	New
1325	MIC MU Investments Company Tokyo, Japan	$200K	$0	2	0.09%	Maintained