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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
1351	WA WealthTrust-Arizona Scottsdale, Arizona	$103K	+$10.1K	6	0.11%	Increased
1352	GAM Gemmer Asset Management Walnut Creek, California	$102K	-$3K	6	0.07%	Reduced
1353	PIA Piedmont Investment Advisors Durham, North Carolina	$99.6K	+$64.9K	2	0.01%	Increased
1354	NIM NuWave Investment Management Parsippany, New Jersey	$95K	+$73.8K	2	0.24%	Increased
1355	VIA Vantage Investment Advisors State College, Pennsylvania	$94K	+$42.6K	6	0.06%	Increased
1356	CAL Capital Advisors Ltd Shaker Heights, Ohio	$93K	$0	3	0.05%	Maintained
1357	NCM Nelson Capital Management Menlo Park, California	$93K	+$13.8K	1	0.04%	Increased
1358	Copeland Capital Management Conshohocken, Pennsylvania	$88K	+$4.62K	1	0.01%	Increased
1359	HI Hudock Inc Williamsport, Pennsylvania	$85K	+$194	4	0.1%	Increased
1360	SGAM Smith Group Asset Management Dallas, Texas	$84K	+$47.8K	3	0%	Increased
1361	RCM Rotella Capital Management Bellevue, Washington	$82K	+$26.6K	2	0.07%	Increased
1362	EP Edinburgh Partners Edinburgh, United Kingdom	$77K	$0	1	0.01%	Maintained
1363	MAS Madden Advisory Services Jacksonville, Florida	$77K	+$74.2K	1	0.04%	New
1364	SNT Security National Trust Wheeling, West Virginia	$75K	-$4K	3	0.03%	Reduced
1365	SSG Summit Securities Group New York	$69K	+$66.8K	1	0.02%	New
1366	VNB Valley National Bancorp New York	$64K	$0	1	0.08%	Maintained
1367	VAM Visionary Asset Management Houston, Texas	$63K	+$63.5K	2	0.01%	New
1368	FRM Fore Research & Management New York	$62K	+$53.9K	1	0%	New
1369	LFR Lehman Financial Resources Media, Pennsylvania	$62K	$0	1	0.03%	Maintained
1370	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$60K	+$30.3K	1	0.04%	Increased
1371	CA CapWealth Advisors Franklin, Tennessee	$54K	$0	1	0.01%	Maintained
1372	TCI Wealth Advisors Tucson, Arizona	$53K	+$6.28K	3	0.03%	Increased
1373	Colony Group Boston, Massachusetts	$52K	-$7.16K	3	0.01%	Reduced
1374	Waverly Advisors Birmingham, Alabama	$52K	+$17.1K	4	0.02%	Increased
1375	PC Passport Capital San Francisco, California	$49K	-$662K	1	0%	Reduced