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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	CFA Carroll Financial Associates Charlotte, North Carolina	$169K	+$30.4K	4	0.07%	Increased
1302	GLI Guardian Life Insurance New York	$167K	-$52.4K	2	0.02%	Reduced
1303	GFG Gray Financial Group Atlanta, Georgia	$155K	+$161K	1	0.05%	New
1304	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$154K	+$162K	4	0.07%	New
1305	VFA Virtus Fund Advisers Hartford, Connecticut	$153K	-$50.5K	2	0%	Reduced
1306	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$150K	+$150K	1	0.12%	New
1307	FWM Focused Wealth Management Newburgh, New York	$149K	+$50.8K	5	0.09%	Increased
1308	TF Tompkins Financial Ithaca, New York	$145K	+$6.98K	2	0.04%	Increased
1309	Allworth Financial Folsom, California	$139K	+$149K	2	0.05%	New
1310	FQ First Quadrant Glendale, California	$139K	$0	1	0%	Maintained
1311	SCA Strategic Capital Alternatives Gig Harbor, United States	$138K	+$136K	2	0.03%	New
1312	SNT Security National Trust Wheeling, West Virginia	$135K	+$45.5K	2	0.05%	Increased
1313	PAM PT Asset Management Chicago, Illinois	$132K	+$50.6K	1	0.03%	Increased
1314	Farmers & Merchants Investments Inc Lincoln, Nebraska	$128K	+$9.95K	5	0.02%	Increased
1315	SCM Scopia Capital Management New York	$126K	+$147K	1	0%	New
1316	BCM Blume Capital Management Berkeley, California	$125K	+$61.4K	2	0.09%	Increased
1317	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$125K	$0	2	0.03%	Maintained
1318	CCM Condor Capital Management Martinsville, New Jersey	$122K	+$142K	1	0.03%	New
1319	DA Dunvegan Associates Santa Barbara, California	$120K	$0	1	0.11%	Maintained
1320	KT Kanaly Trust Houston, Texas	$120K	-$782K	5	0.02%	Reduced
1321	CB Community Bank Dewitt, New York	$118K	-$2.52K	2	0.03%	Reduced
1322	LS Lupo Securities Chicago, Illinois	$118K	-$388K	2	0.18%	Reduced
1323	IC Intersect Capital San Ramon, California	$115K	+$8.57K	3	0.09%	Increased
1324	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$108K	+$115K	1	0.06%	New
1325	VIA Vantage Investment Advisors State College, Pennsylvania	$106K	+$45.9K	4	0.03%	Increased