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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
1501	SIM Sonora Investment Management Tucson, Arizona	$148K	+$23.2K	2	0.03%	Increased
1502	GC GMT Capital Atlanta, Georgia	$141K	+$121K	1	0%	New
1503	Cohen & Steers New York	$138K	-$7.04M	1	0%	Reduced
1504	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$137K	+$133K	2	0.01%	New
1505	EVC Eidelman Virant Capital Saint Louis, Missouri	$136K	$0	1	0.08%	Maintained
1506	LWM Lenox Wealth Management Cincinnati, Ohio	$134K	-$20.1K	1	0.05%	Reduced
1507	Global Retirement Partners San Rafael, California	$130K	+$20K	3	0.05%	Increased
1508	VCM Versant Capital Management Phoenix, Arizona	$128K	-$3.46K	10	0.07%	Reduced
1509	AIM Advantage Investment Management Cedar Rapids, Iowa	$126K	-$3.84K	6	0.04%	Reduced
1510	WAS Winch Advisory Services Appleton, Wisconsin	$125K	+$53.3K	1	0.08%	Increased
1511	SNT Security National Trust Wheeling, West Virginia	$123K	$0	3	0.04%	Maintained
1512	Stonehage Fleming Financial Services St. Helier, Jersey	$120K	+$61.6K	1	0.01%	Increased
1513	TCI Wealth Advisors Tucson, Arizona	$116K	-$10.5K	4	0.06%	Reduced
1514	TC Trust Company Manhattan, Kansas	$116K	$0	2	0.06%	Maintained
1515	AIM Acropolis Investment Management St. Louis, Missouri	$115K	$0	1	0.02%	Maintained
1516	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$115K	+$31.1K	2	0.05%	Increased
1517	GWS Glassman Wealth Services Vienna, Virginia	$113K	-$4.92K	1	0.07%	Reduced
1518	WB Webster Bank Waterbury, Connecticut	$113K	$0	3	0.02%	Maintained
1519	KLC Knowledge Leaders Capital Denver, Colorado	$109K	+$12.3K	1	0.05%	Increased
1520	FCB First Command Bank Fort Worth, Texas	$107K	+$17K	1	0.07%	Increased
1521	FCFS First Command Financial Services Fort Worth, Texas	$107K	+$17K	1	0.07%	Increased
1522	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$101K	-$27K	3	0.04%	Reduced
1523	WA WealthTrust-Arizona Scottsdale, Arizona	$95K	+$51.6K	2	0.05%	Increased
1524	CAL Capital Advisors Ltd Shaker Heights, Ohio	$92K	$0	5	0.03%	Maintained
1525	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$91.1K	+$90.3K	2	0.06%	New