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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	DSC Duncker Streett & Co St. Louis, Missouri	$113K	-$55K	2	0.04%	Reduced
1327	KLI Kelman-Lazarov Inc Memphis, Tennessee	$109K	-$2.27K	1	0.06%	Reduced
1328	CCM Concourse Capital Management Atlanta, Georgia	$109K	$0	1	0.07%	Maintained
1329	Farmers & Merchants Investments Inc Lincoln, Nebraska	$109K	+$40.5K	4	0.01%	Increased
1330	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$108K	+$3.55K	3	0.06%	Increased
1331	KT Kanaly Trust Houston, Texas	$106K	+$11.6K	5	0.02%	Increased
1332	SA SRH Advisors Salina, Kansas	$106K	$0	1	0.56%	Maintained
1333	CIA Cascade Investment Advisors Oregon City, Oregon	$105K	+$103K	2	0.1%	New
1334	RFA Reilly Financial Advisors La Mesa, California	$103K	-$5.38K	3	0.02%	Reduced
1335	PFS Physicians Financial Services Raleigh, North Carolina	$102K	+$55.3K	1	0.09%	Increased
1336	BWP Baldwin Wealth Partners Marion, Massachusetts	$99K	-$96.6K	3	0.02%	Reduced
1337	Krilogy Financial St. Louis, Missouri	$92K	-$19.1K	3	0.03%	Reduced
1338	NYLT New York Life Trust New York	$92K	+$32.1K	1	0.45%	Increased
1339	SIM Sonora Investment Management Tucson, Arizona	$90.1K	-$5.92K	2	0.02%	Reduced
1340	MUS Mitsubishi UFJ Securities Tokyo, Japan	$89K	+$72.7K	1	0.16%	Increased
1341	PAM PT Asset Management Chicago, Illinois	$85K	+$90.9K	1	0.01%	New
1342	TCI Wealth Advisors Tucson, Arizona	$85K	+$16.9K	4	0.05%	Increased
1343	AGF Investments Inc Toronto, Ontario, Canada	$84K	-$20.1M	1	0%	Reduced
1344	AC Alexandria Capital Arlington, Virginia	$84K	+$614	1	0.02%	Increased
1345	Penserra Capital Management Orinda, California	$84K	+$28.5K	4	0.01%	Increased
1346	PSC Prentiss Smith & Co Brattleboro, Vermont	$79K	+$6.82K	3	0.04%	Increased
1347	TC Trust Company Manhattan, Kansas	$79K	+$82.2K	2	0.03%	New
1348	Capital Analysts LLC Fort Washington, Pennsylvania	$75K	$0	1	0.02%	Maintained
1349	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$73K	$0	2	0.03%	Maintained
1350	LWM Lenox Wealth Management Cincinnati, Ohio	$73K	+$8.86K	1	0.05%	Increased