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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
1326	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$180K	+$40.4K	4	0.04%	Increased
1327	Addenda Capital Montreal, Quebec, Canada	$177K	$0	1	0.02%	Maintained
1328	SNT Security National Trust Wheeling, West Virginia	$177K	+$43.9K	3	0.06%	Increased
1329	NCA NCM Capital Advisers Durham, North Carolina	$175K	$0	1	0.23%	Maintained
1330	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$170K	$0	1	0.14%	Maintained
1331	H Hexavest Montreal, Quebec, Canada	$168K	-$15.1M	2	0%	Reduced
1332	GLI Guardian Life Insurance New York	$165K	-$1.55K	2	0.01%	Reduced
1333	GFG Gray Financial Group Atlanta, Georgia	$160K	$0	1	0.06%	Maintained
1334	KT Kanaly Trust Houston, Texas	$154K	+$27.4K	6	0.03%	Increased
1335	SSG Summit Securities Group New York	$150K	+$136K	3	0.07%	New
1336	WIC Woodmont Investment Counsel Nashville, Tennessee	$149K	+$151K	2	0.04%	New
1337	TF Tompkins Financial Ithaca, New York	$145K	+$2K	2	0.04%	Increased
1338	FMP Financial Management Professionals Austin, Texas	$143K	$0	1	0.07%	Maintained
1339	RFA Reilly Financial Advisors La Mesa, California	$143K	-$261K	3	0.02%	Reduced
1340	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$141K	-$664K	4	0.05%	Reduced
1341	Brown Brothers Harriman & Co New York	$126K	-$82.4K	1	0%	Reduced
1342	IC IKOS CIF Limassol, Cyprus	$125K	+$129K	1	0.41%	New
1343	KLWA Kelly Lawrence W & Associates Pasadens, California	$121K	+$127K	1	0.02%	New
1344	PSC Prentiss Smith & Co Brattleboro, Vermont	$121K	$0	2	0.06%	Maintained
1345	DA Dunvegan Associates Santa Barbara, California	$118K	$0	1	0.13%	Maintained
1346	CB Community Bank Dewitt, New York	$117K	$0	2	0.03%	Maintained
1347	SIM Spark Investment Management New York	$116K	-$257K	1	0.02%	Reduced
1348	Farmers & Merchants Investments Inc Lincoln, Nebraska	$113K	-$24.7K	5	0.01%	Reduced
1349	HA Harfst & Associates Sheridan, Wyoming	$109K	+$101K	2	0.06%	New
1350	Brandes Investment Partners La Jolla, California	$108K	+$68.7K	1	0%	Increased