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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
1401	SIM Sonora Investment Management Tucson, Arizona	$99K	+$591	2	0.02%	Increased
1402	Capital Analysts LLC Fort Washington, Pennsylvania	$97K	$0	1	0.02%	Maintained
1403	PSC Prentiss Smith & Co Brattleboro, Vermont	$94K	$0	3	0.06%	Maintained
1404	GWS Glassman Wealth Services Vienna, Virginia	$92K	+$3.26K	4	0.07%	Increased
1405	MBT Montecito Bank & Trust Santa Barbara, California	$91K	+$88.5K	2	0.03%	New
1406	DAL David A. Lorber	$90K	+$84.7K	1	1.53%	New
1407	ANBT American National Bank & Trust Wichita Falls, Texas	$89K	-$39K	2	0.03%	Reduced
1408	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$89K	-$19.7K	2	0.04%	Reduced
1409	TCI Wealth Advisors Tucson, Arizona	$89K	$0	4	0.05%	Maintained
1410	TC Trust Company Manhattan, Kansas	$89K	$0	2	0.05%	Maintained
1411	RA Rational Advisors Huntington, New York	$88K	-$74.6K	1	0.08%	Reduced
1412	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$85K	+$14.6K	2	0.01%	Increased
1413	MUS Mitsubishi UFJ Securities Tokyo, Japan	$85K	$0	1	0.48%	Maintained
1414	CIA Cascade Investment Advisors Oregon City, Oregon	$84.5K	+$83.3K	1	0.07%	New
1415	PCP Proficio Capital Partners Newton, Massachusetts	$84K	-$107K	5	0.04%	Reduced
1416	RFM Royal Fund Management Lady Lake, Florida	$82K	+$76.5K	1	0.05%	New
1417	CM CoreCommodity Management Stamford, Connecticut	$79K	+$85K	1	0.07%	New
1418	MCM MV Capital Management Bethesda, Maryland	$79K	-$2.1K	2	0.03%	Reduced
1419	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$77.5K	$0	2	0.03%	Maintained
1420	CAL Capital Advisors Ltd Shaker Heights, Ohio	$77K	$0	5	0.03%	Maintained
1421	Gradient Investments Arden Hills, Minnesota	$75K	+$6.72K	5	0.01%	Increased
1422	AIL AGF Investments LLC Toronto, Ontario, Canada	$74K	+$66.2K	4	0.02%	New
1423	BTIS BB&T Investment Services Charlotte, North Carolina	$74K	+$71.9K	1	0.05%	New
1424	Thompson Siegel & Walmsley Richmond, Virginia	$69K	-$1.12M	3	0%	Reduced
1425	AIM Advantage Investment Management Cedar Rapids, Iowa	$68K	+$9.07K	5	0.03%	Increased