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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	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$439K	+$400K	1	0.07%	New
1352	Tiedemann Advisors New York	$439K	+$460K	1	0.03%	New
1353	MUFG Securities EMEA London, United Kingdom	$435K	-$6.32M	1	0.01%	Reduced
1354	RIM Rampart Investment Management Hartford, Connecticut	$432K	-$74.4K	1	0.17%	Reduced
1355	HT Heritage Trust Oklahoma City, Oklahoma	$431K	$0	3	0.15%	Maintained
1356	BWP Baldwin Wealth Partners Marion, Massachusetts	$429K	$0	3	0.07%	Maintained
1357	SIM SSI Investment Management Los Angeles, California	$427K	+$124K	2	0.04%	Increased
1358	CNB Camden National Bank Camden, Maine	$426K	$0	1	0.12%	Maintained
1359	LD Lipe & Dalton Syracuse, New York	$426K	-$46.6K	1	0.29%	Reduced
1360	SI Shaker Investments Cleveland, Ohio	$426K	-$74.2K	1	0.28%	Reduced
1361	WIA Westbourne Investment Advisors Annapolis, Maryland	$425K	+$109K	1	0.32%	Increased
1362	CFA Carroll Financial Associates Charlotte, North Carolina	$422K	+$96.7K	6	0.05%	Increased
1363	FGC Financial Gravity Companies Lakeway, Texas	$422K	+$390K	6	0.48%	New
1364	Vanguard Capital Wealth Advisors Denver, Colorado	$420K	+$440K	1	0.53%	New
1365	BA Birinyi Associates Westport, Connecticut	$420K	+$48.9K	1	0.19%	Increased
1366	C Cerebellum San Francisco, California	$420K	+$400K	4	0.3%	New
1367	DII Domini Impact Investments New York	$417K	-$156K	2	8.55%	Reduced
1368	1WA 180 Wealth Advisors Federal Way, Washington	$415K	+$397K	1	0.21%	New
1369	CL CSS LLC Chicago, Illinois	$413K	+$432K	1	0.02%	New
1370	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$412K	$0	1	0.04%	Maintained
1371	NB Nicolet Bankshares Green Bay, Wisconsin	$411K	+$27.6K	1	0.18%	Increased
1372	Pendal Group Sydney, Australia	$408K	+$402K	1	0.01%	New
1373	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$408K	-$2.72K	1	0.19%	Reduced
1374	RBA Richard Bernstein Advisors New York	$407K	+$426K	1	0.02%	New
1375	CM CoreCommodity Management Stamford, Connecticut	$406K	+$38K	2	0.34%	Increased