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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	WIA Westbourne Investment Advisors Annapolis, Maryland	$350K	$0	1	0.28%	Maintained
1302	NFGCM Norman Fields Gottscho Capital Management New York	$349K	+$29.4K	1	0.22%	Increased
1303	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$347K	+$9.62K	1	0.07%	Increased
1304	ACM Alpha Capital Management Austin, Texas	$344K	+$314K	1	0.17%	New
1305	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$344K	$0	1	0.04%	Maintained
1306	Brown Brothers Harriman & Co New York	$343K	-$66.3K	2	0%	Reduced
1307	HFS Haverford Financial Services Radnor, Pennsylvania	$342K	-$11.8K	1	0.14%	Reduced
1308	MUS Mitsubishi UFJ Securities Tokyo, Japan	$340K	-$82.5K	1	1.82%	Reduced
1309	CIM CIM Investment Management Pittsburgh, Pennsylvania	$339K	-$11K	1	0.12%	Reduced
1310	CS Comerica Securities Detroit, Michigan	$336K	-$123K	1	0.05%	Reduced
1311	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$335K	+$30.1K	2	0.15%	Increased
1312	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$333K	$0	1	0.29%	Maintained
1313	FAM Formidable Asset Management Cincinnati, Ohio	$333K	-$80.9K	1	0.16%	Reduced
1314	PL Parkwood LLC Cleveland, Ohio	$333K	-$303K	1	0.05%	Reduced
1315	FPCP Fort Point Capital Partners San Francisco, California	$328K	+$300K	1	0.18%	New
1316	IIM Ironwood Investment Management Boston, Massachusetts	$327K	$0	1	0.24%	Maintained
1317	ODG O'Dell Group Cincinnati, Ohio	$327K	$0	1	0.27%	Maintained
1318	Krilogy Financial St. Louis, Missouri	$326K	+$91.2K	5	0.09%	Increased
1319	MRCM M&R Capital Management Summit, New Jersey	$324K	-$7.62K	3	0.08%	Reduced
1320	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$324K	+$322K	1	0.08%	New
1321	AT Argent Trust San Antonio, Texas	$323K	-$33.5K	1	0.09%	Reduced
1322	WF WealthTrust Fairport Cleveland, Ohio	$319K	+$312K	1	0.04%	New
1323	CA Cambridge Advisors Omaha, Nebraska	$318K	-$88.3K	1	0.13%	Reduced
1324	Chicago Partners Investment Group Chicago, Illinois	$318K	-$189K	3	0.08%	Reduced
1325	CCI Columbus Circle Investors	$318K	+$267K	1	0.01%	New