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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
1426	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$326K	$0	1	0.03%	Maintained
1427	Prospera Financial Services Dallas, Texas	$325K	$0	1	0.06%	Maintained
1428	FGAM Financial Gravity Asset Management Lakeway, Texas	$324K	+$30.8K	7	0.34%	Increased
1429	MRCM M&R Capital Management Summit, New Jersey	$324K	-$680	4	0.07%	Reduced
1430	VRM Vectors Research Management New York	$323K	+$305K	2	0.2%	New
1431	LIM Leavell Investment Management Mobile, Alabama	$322K	$0	1	0.03%	Maintained
1432	WCWM Willow Creek Wealth Management Sebastopol, California	$322K	$0	1	0.18%	Maintained
1433	DII Domini Impact Investments New York	$318K	-$231K	1	4.51%	Reduced
1434	WA WESPAC Advisors Orinda, California	$317K	+$299K	1	0.18%	New
1435	Heritage Investors Management Corp Bethesda, Maryland	$314K	-$12.6K	1	0.02%	Reduced
1436	CF Copperwynd Financial Scottsdale, Arizona	$313K	+$23K	1	0.19%	Increased
1437	RIG Roosevelt Investment Group New York	$311K	$0	1	0.03%	Maintained
1438	CPP Crow Point Partners Boston, Massachusetts	$309K	+$55.5K	1	0.05%	Increased
1439	LC Lourd Capital Beverly Hills, California	$309K	+$365K	1	0.02%	New
1440	BAC Boys Arnold & Co Asheville, North Carolina	$306K	$0	1	0.04%	Maintained
1441	CPO Cerity Partners OCIO New York	$303K	-$13.7K	1	0.02%	Reduced
1442	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$301K	-$27K	1	0.03%	Reduced
1443	PV Private Vista Chicago, Illinois	$301K	$0	1	0.06%	Maintained
1444	WIP Wellesley Investment Partners Wellesley, Massachusetts	$301K	-$163K	1	0.1%	Reduced
1445	AC Avestar Capital New York	$297K	-$86K	4	0.17%	Reduced
1446	HA Hays Advisory Franklin, Tennessee	$297K	+$22.1K	1	0.19%	Increased
1447	CCG Cypress Capital Group Palm Beach, Florida	$296K	+$40.1K	1	0.06%	Increased
1448	TD Ameritrade Investment Management Omaha, Nebraska	$296K	+$252K	4	0%	Increased
1449	LIC Laurus Investment Counsel Toronto, Canada	$295K	$0	1	0.21%	Maintained
1450	ML McAdam LLC Philadelphia, Pennsylvania	$294K	+$4.06K	2	0.11%	Increased