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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	WIA Westbourne Investment Advisors Annapolis, Maryland	$305K	-$39.6K	1	0.24%	Reduced
1352	AJ Ashburton (Jersey) St Helier, Jersey	$304K	+$308K	1	0.13%	New
1353	Perpetual Ltd Sydney, New South Wales, Australia	$304K	$0	1	0.04%	Maintained
1354	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$304K	-$34.1K	1	0.08%	Reduced
1355	TCB Texas Capital Bancshares Dallas, Texas	$302K	-$236K	1	0.67%	Reduced
1356	ML McAdam LLC Philadelphia, Pennsylvania	$300K	+$1.73K	1	0.21%	Increased
1357	FPCP Fort Point Capital Partners San Francisco, California	$299K	-$11.1K	1	0.14%	Reduced
1358	IIM Ipswich Investment Management Beverly, Massachusetts	$298K	-$95.7K	1	0.13%	Reduced
1359	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$296K	-$8.3K	1	0.08%	Reduced
1360	SAA Southeast Asset Advisors Thomasville, Georgia	$292K	$0	1	0.09%	Maintained
1361	NIM Northeast Investment Management Boston, Massachusetts	$289K	+$88.3K	1	0.03%	Increased
1362	PFA Pinnacle Family Advisors Springfield, Missouri	$288K	-$173K	1	0.14%	Reduced
1363	SIM SSI Investment Management Los Angeles, California	$288K	+$71.3K	1	0.02%	Increased
1364	B Bellecapital Zurich, Switzerland	$285K	$0	1	0.34%	Maintained
1365	RFA Reilly Financial Advisors La Mesa, California	$284K	+$1.6K	5	0.04%	Increased
1366	TIA Tiemann Investment Advisors Menlo Park, California	$283K	$0	1	0.24%	Maintained
1367	CIM Contravisory Investment Management Norwell, Massachusetts	$280K	+$13.2K	2	0.1%	Increased
1368	IAS IMA Advisory Services Denver, Colorado	$277K	$0	1	0.13%	Maintained
1369	ODG O'Dell Group Cincinnati, Ohio	$277K	-$32.5K	1	0.22%	Reduced
1370	SIC Sigma Investment Counselors Northville, Michigan	$274K	-$121K	1	0.04%	Reduced
1371	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$274K	+$51.9K	1	0.19%	Increased
1372	HFS Haverford Financial Services Radnor, Pennsylvania	$273K	-$63K	1	0.11%	Reduced
1373	TMC Trellus Management Company Delray Beach, Florida	$273K	-$350K	1	0.37%	Reduced
1374	WPA West Paces Advisors Atlanta, Georgia	$272K	-$2.77K	2	0.21%	Reduced
1375	BFA Benedict Financial Advisors Atlanta, Georgia	$271K	$0	1	0.14%	Maintained