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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	SMFS Squar Milner Financial Services Irvine, California	$340K	$0	1	0.43%	Maintained
1402	AC Abbrea Capital Greenbrae, California	$339K	$0	1	0.11%	Maintained
1403	GW & Wade Wellesley, Massachusetts	$339K	+$29.4K	1	0.04%	Increased
1404	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$338K	+$136K	1	0.18%	Increased
1405	NewEdge Advisors New Orleans, Louisiana	$337K	-$1.29M	1	0.04%	Reduced
1406	DA Dillon & Associates Jackson, Michigan	$336K	$0	1	0.13%	Maintained
1407	MCM Monarch Capital Management Fort Wayne, Indiana	$336K	+$355K	1	0.13%	New
1408	ZIM ZPR Investment Management Orange City, Florida	$336K	+$244K	1	0.48%	New
1409	1WA 180 Wealth Advisors Federal Way, Washington	$335K	-$38.2K	1	0.17%	Reduced
1410	BII Bainco International Investors Boston, Massachusetts	$335K	$0	1	0.05%	Maintained
1411	CPO Cerity Partners OCIO New York	$332K	-$879K	1	0.02%	Reduced
1412	IIA IPG Investment Advisors San Diego, California	$332K	-$3.59M	1	0.11%	Reduced
1413	NIMI Natixis Investment Managers International Paris, France	$329K	+$44.5K	1	0.02%	Increased
1414	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$328K	$0	1	0.03%	Maintained
1415	MRCM M&R Capital Management Summit, New Jersey	$327K	-$8.21K	3	0.08%	Reduced
1416	RCS Retirement Capital Strategies San Jose, California	$327K	$0	1	0.17%	Maintained
1417	AIS AlphaOne Investment Services West Chester, Pennsylvania	$326K	+$308K	3	0.09%	Increased
1418	CIM CIM Investment Management Pittsburgh, Pennsylvania	$326K	$0	1	0.11%	Maintained
1419	Fayez Sarofim & Co Houston, Texas	$326K	+$16.4K	1	0%	Increased
1420	Heritage Investors Management Corp Bethesda, Maryland	$325K	-$4.76K	1	0.02%	Reduced
1421	KAM Kassirer Asset Management Toronto, Ontario, Canada	$325K	-$161K	1	0.19%	Reduced
1422	AJ Ashburton (Jersey) St Helier, Jersey	$324K	+$401K	1	0.13%	New
1423	Park Avenue Securities New York	$324K	+$342K	1	0.07%	New
1424	Avidian Wealth Enterprises Houston, Texas	$322K	+$399K	1	0.11%	New
1425	BA Birinyi Associates Westport, Connecticut	$319K	-$49.5K	1	0.13%	Reduced