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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
1551	NIM Northeast Investment Management Boston, Massachusetts	$223K	-$88.7K	1	0.02%	Reduced
1552	Accredited Investors Edina, Minnesota	$221K	+$196K	1	0.06%	New
1553	MSR Main Street Research Lakeville, Connecticut	$221K	-$244K	1	0.03%	Reduced
1554	AP Atwood & Palmer Kansas City, Missouri	$220K	$0	2	0.03%	Maintained
1555	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$220K	+$25.2K	4	0.07%	Increased
1556	SWA SFMG Wealth Advisors Plano, Texas	$220K	+$219K	1	0.04%	New
1557	OC Oarsman Capital Milwaukee, Wisconsin	$219K	+$195K	1	0.1%	New
1558	CCG Cypress Capital Group Palm Beach, Florida	$218K	+$226K	1	0.05%	New
1559	GC GMT Capital Atlanta, Georgia	$218K	+$203K	1	0.01%	New
1560	KA KLCM Advisors Milwaukee, Wisconsin	$217K	$0	1	0.06%	Maintained
1561	BFG Barber Financial Group Lenexa, Kansas	$215K	+$191K	1	0.06%	New
1562	FPCP Fort Point Capital Partners San Francisco, California	$215K	-$234K	1	0.07%	Reduced
1563	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$215K	-$53.2K	1	0.14%	Reduced
1564	SouthState Corp Winter Haven, Florida	$212K	$0	1	0.02%	Maintained
1565	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$210K	$0	1	0.1%	Maintained
1566	SC Schulhoff & Co Cincinnati, Ohio	$210K	$0	1	0.12%	Maintained
1567	HFS Haverford Financial Services Radnor, Pennsylvania	$209K	-$53.9K	1	0.08%	Reduced
1568	NIMI Natixis Investment Managers International Paris, France	$209K	-$191K	1	0.01%	Reduced
1569	RCM RB Capital Management Reno, Nevada	$209K	-$232	1	0.15%	Reduced
1570	TL TrueWealth LLC Atlanta, Georgia	$209K	+$33.1K	5	0.1%	Increased
1571	RIL Rothschild Investment LLC Chicago, Illinois	$208K	-$383K	1	0.03%	Reduced
1572	BA Birinyi Associates Westport, Connecticut	$206K	-$183K	1	0.08%	Reduced
1573	DLG Daniel L. Goodwin	$206K	+$183K	1	0.1%	New
1574	DWA Divergent Wealth Advisors South Jordan, Utah	$206K	$0	1	0.07%	Maintained
1575	AFNAS American Financial Network Advisory Services Calabasas, California	$205K	-$1.83K	1	0.11%	Reduced