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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
1526	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$279K	+$308K	1	0.06%	New
1527	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$278K	-$299K	9	0.03%	Reduced
1528	HC HNP Capital Rochester, New York	$277K	-$20.8K	1	0.17%	Reduced
1529	LIC Laurus Investment Counsel Toronto, Canada	$277K	$0	1	0.22%	Maintained
1530	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$277K	+$283K	1	0.19%	New
1531	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$276K	$0	1	0.08%	Maintained
1532	RTC Riverview Trust Company Vancouver, Washington	$276K	+$7.58K	3	0.21%	Increased
1533	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$275K	-$251K	1	0.12%	Reduced
1534	PWP Private Wealth Partners Mill Valley, California	$275K	$0	1	0.05%	Maintained
1535	AIC Argus Investors Counsel New York	$274K	-$3.61K	1	0.13%	Reduced
1536	PAS Partnervest Advisory Services Santa Barbara, California	$274K	+$295K	1	0.11%	New
1537	FTI Fiduciary Trust International Lincoln, Massachusetts	$273K	-$26.8K	1	0.07%	Reduced
1538	SCA Sippican Capital Advisors Boston, Massachusetts	$272K	-$19.8K	1	0.32%	Reduced
1539	AC Abbrea Capital Greenbrae, California	$270K	$0	1	0.08%	Maintained
1540	ACM Argyle Capital Management Center Valley, Pennsylvania	$270K	$0	1	0.1%	Maintained
1541	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$270K	+$61.4K	5	0.09%	Increased
1542	KWMG King Wealth Management Group Naples, Florida	$270K	-$275K	1	0.08%	Reduced
1543	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$268K	-$11.2K	1	0.03%	Reduced
1544	PAA Peregrine Asset Advisers Portland, Oregon	$268K	-$91.8K	1	0.15%	Reduced
1545	Homrich & Berg Atlanta, Georgia	$267K	-$29.5K	1	0.01%	Reduced
1546	WAS Winch Advisory Services Appleton, Wisconsin	$267K	+$232K	3	0.15%	Increased
1547	SouthState Corp Winter Haven, Florida	$266K	+$251K	1	0.03%	New
1548	Fayez Sarofim & Co Houston, Texas	$265K	$0	1	0%	Maintained
1549	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$265K	$0	1	0.26%	Maintained
1550	RCC Red Cedar Capital Omaha, Nebraska	$262K	$0	3	0.22%	Maintained