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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	HBK Sorce Advisory Erie, Pennsylvania	$544K	-$479K	2	0.06%	Reduced
1302	Douglas Lane & Associates New York	$543K	+$9.21K	1	0.01%	Increased
1303	Coldstream Capital Management Bellevue, Washington	$540K	-$46.5K	1	0.05%	Reduced
1304	DP Dearborn Partners Chicago, Illinois	$538K	$0	1	0.04%	Maintained
1305	AAMA Advanced Asset Management Advisors Dublin, Ohio	$537K	$0	1	0.19%	Maintained
1306	G GenTrust Miami, Florida	$537K	$0	1	0.09%	Maintained
1307	Perigon Wealth Management San Francisco, California	$533K	-$211K	1	0.13%	Reduced
1308	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$532K	+$355K	6	0.34%	Increased
1309	PAA Peregrine Asset Advisers Portland, Oregon	$519K	-$4.08M	1	0.24%	Reduced
1310	Annex Advisory Services Brookfield, Wisconsin	$517K	$0	1	0.08%	Maintained
1311	Brown Brothers Harriman & Co New York	$515K	-$476K	3	0%	Reduced
1312	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$515K	$0	1	0.05%	Maintained
1313	KJWM Kiley Juergens Wealth Management Olympia, Washington	$510K	+$262K	3	0.38%	Increased
1314	S SimplyRich Carlsbad, California	$510K	$0	1	0.28%	Maintained
1315	TSS Two Sigma Securities New York	$510K	-$2.73M	1	0%	Reduced
1316	Seizert Capital Partners Birmingham, Michigan	$509K	-$11.5M	1	0.02%	Reduced
1317	B Bellecapital Zurich, Switzerland	$505K	$0	1	0.33%	Maintained
1318	MLL Moody Lynn & Lieberson Boston, Massachusetts	$499K	-$1.05K	1	0.05%	Reduced
1319	AW ACG Wealth Atlanta, Georgia	$497K	+$140K	1	0.07%	Increased
1320	SCA Snowden Capital Advisors New York	$496K	-$241K	1	0.06%	Reduced
1321	CWA Clarus Wealth Advisors Peoria, Arizona	$495K	+$16.3K	4	0.32%	Increased
1322	RTS Round Table Services Westfield, New Jersey	$487K	+$195K	2	0.17%	Increased
1323	CWM Connecticut Wealth Management Farmington, Connecticut	$482K	$0	1	0.21%	Maintained
1324	Global Retirement Partners San Rafael, California	$482K	+$52.3K	6	0.11%	Increased
1325	WEC Winslow Evans & Crocker Boston, Massachusetts	$482K	-$173K	5	0.15%	Reduced