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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
1376	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$261K	-$23.5K	3	0.13%	Reduced
1377	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$261K	$0	1	0.08%	Maintained
1378	BFA Benedict Financial Advisors Atlanta, Georgia	$260K	+$2.99K	1	0.14%	Increased
1379	NFG Nations Financial Group Cedar Rapids, Iowa	$259K	+$236K	1	0.21%	New
1380	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$258K	-$38K	1	0.05%	Reduced
1381	Colony Group Boston, Massachusetts	$255K	+$232K	1	0.02%	New
1382	Pathstone Family Office Englewood, New Jersey	$254K	+$73.1K	2	0.11%	Increased
1383	Douglass Winthrop Advisors New York	$253K	-$256K	1	0.02%	Reduced
1384	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$253K	$0	1	0.04%	Maintained
1385	OC Oarsman Capital Milwaukee, Wisconsin	$253K	+$231K	1	0.12%	New
1386	BAC Boys Arnold & Co Asheville, North Carolina	$251K	-$6.71K	1	0.03%	Reduced
1387	MCM Murphy Capital Management Bedminster, New Jersey	$249K	$0	1	0.04%	Maintained
1388	RG Rikoon Group Santa Fe, New Mexico	$249K	+$16.5K	1	0.11%	Increased
1389	FMP Financial Management Professionals Austin, Texas	$245K	$0	3	0.11%	Maintained
1390	MFS Madrona Financial Services Everett, Washington	$245K	+$224K	1	0.25%	New
1391	DF Dent & Co Baltimore, Maryland	$244K	-$59.8K	1	0.01%	Reduced
1392	PCM Palouse Capital Management Spokane, Washington	$241K	+$262K	1	0.09%	New
1393	RCM RB Capital Management Reno, Nevada	$239K	+$1.45K	1	0.21%	Increased
1394	AP Atwood & Palmer Kansas City, Missouri	$238K	$0	2	0.04%	Maintained
1395	VAM Verity Asset Management Durham, North Carolina	$238K	+$17.9K	1	0.18%	Increased
1396	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$237K	+$217K	1	0.02%	New
1397	ZIG Zuckerman Investment Group Chicago, Illinois	$237K	+$216K	1	0.06%	New
1398	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$236K	-$27K	1	0.17%	Reduced
1399	ANRIA American National Registered Investment Advisor Galveston, Texas	$235K	$0	1	0.1%	Maintained
1400	CIM Contravisory Investment Management Norwell, Massachusetts	$234K	+$157K	1	0.08%	Increased