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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
1451	Fayez Sarofim & Co Houston, Texas	$215K	$0	1	0%	Maintained
1452	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$215K	-$29.4K	1	0.04%	Reduced
1453	VC Vicus Capital State College, Pennsylvania	$215K	$0	1	0.04%	Maintained
1454	BFG Barber Financial Group Lenexa, Kansas	$214K	$0	1	0.06%	Maintained
1455	ANRIA American National Registered Investment Advisor Galveston, Texas	$213K	-$34K	1	0.11%	Reduced
1456	MCM Maple Capital Management Montpelier, Vermont	$213K	+$200K	1	0.06%	New
1457	SFSIG San Francisco Sentry Investment Group San Francisco, California	$213K	+$12.1K	2	0.07%	Increased
1458	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$210K	-$946K	1	0.01%	Reduced
1459	MNBTD Moody National Bank Trust Division Galveston, Texas	$210K	-$34K	1	0.01%	Reduced
1460	BW Bison Wealth Atlanta, Georgia	$209K	+$206K	1	0.17%	New
1461	Krilogy Financial St. Louis, Missouri	$209K	-$108K	5	0.05%	Reduced
1462	GJIC Gamble Jones Investment Counsel Pasadena, California	$208K	$0	1	0.02%	Maintained
1463	QC QCM Cayman Houston, Texas	$208K	-$27.9K	1	0.53%	Reduced
1464	JT Jump Trading Chicago, Illinois	$207K	-$602K	1	0.04%	Reduced
1465	Colony Group Boston, Massachusetts	$206K	-$34.6K	1	0.01%	Reduced
1466	WSC Wellington Shields & Co New York	$205K	$0	1	0.07%	Maintained
1467	HCM Hollencrest Capital Management Newport Beach, California	$204K	+$207K	1	0.03%	New
1468	BWM BigSur Wealth Management Miami, Florida	$202K	+$199K	1	0.2%	New
1469	WF WealthTrust Fairport Cleveland, Ohio	$201K	-$111K	1	0.02%	Reduced
1470	CDH Charles D. Hyman	$200K	$0	1	0.02%	Maintained
1471	RA Rational Advisors Huntington, New York	$200K	+$51.7K	1	0.11%	Increased
1472	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$194K	$0	1	0.15%	Maintained
1473	LC Landaas & Company Milwaukee, Wisconsin	$192K	+$190K	2	0.17%	New
1474	Farmers & Merchants Investments Inc Lincoln, Nebraska	$191K	-$11.9K	6	0.02%	Reduced
1475	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$191K	+$192K	3	0.06%	New