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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	CSA Cottage Street Advisors Marion, Massachusetts	$405K	+$424K	1	0.24%	New
1377	HA Hays Advisory Franklin, Tennessee	$402K	+$69.1K	1	0.14%	Increased
1378	SC SRB Corp Boston, Massachusetts	$400K	$0	2	0.05%	Maintained
1379	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$396K	+$143K	3	0.19%	Increased
1380	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$395K	-$147K	1	0.34%	Reduced
1381	KHCM Kettle Hill Capital Management New York	$392K	+$61.3K	1	0.18%	Increased
1382	FHA Flagship Harbor Advisors Boston, Massachusetts	$391K	+$45.7K	1	0.11%	Increased
1383	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$390K	-$140K	1	0.03%	Reduced
1384	RIG Roosevelt Investment Group New York	$390K	+$384K	1	0.04%	New
1385	WA Wheatland Advisors Lancaster, Pennsylvania	$390K	$0	1	0.32%	Maintained
1386	AC Abbrea Capital Greenbrae, California	$384K	$0	1	0.13%	Maintained
1387	CS Comerica Securities Detroit, Michigan	$379K	+$8.09K	1	0.05%	Increased
1388	EWM Evermay Wealth Management Arlington, Virginia	$377K	+$371K	1	0.14%	New
1389	HAM Highstreet Asset Management London, Ontario, Canada	$376K	-$764K	1	0.02%	Reduced
1390	DBT Dubuque Bank & Trust Dubuque, Iowa	$375K	-$2.06M	4	0.06%	Reduced
1391	Krilogy Financial St. Louis, Missouri	$375K	+$165K	4	0.09%	Increased
1392	NFGCM Norman Fields Gottscho Capital Management New York	$375K	$0	1	0.21%	Maintained
1393	B Bellecapital Zurich, Switzerland	$373K	+$61.3K	1	0.3%	Increased
1394	PFA Pinnacle Family Advisors Springfield, Missouri	$372K	+$114K	1	0.17%	Increased
1395	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$370K	$0	1	0.04%	Maintained
1396	GCA Gideon Capital Advisors New York	$370K	-$343K	1	0.33%	Reduced
1397	GW & Wade Wellesley, Massachusetts	$369K	-$40.8K	1	0.04%	Reduced
1398	KSA Ken Stern & Associates San Diego, California	$369K	-$2.72K	1	0.16%	Reduced
1399	Meridian Wealth Management Lexington, Kentucky	$368K	$0	1	0.23%	Maintained
1400	AW ACG Wealth Atlanta, Georgia	$367K	-$131K	1	0.05%	Reduced