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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	CBN Cadence Bank NA Houston, Texas	$212K	-$1.37M	1	0.08%	Reduced
1552	JCM Jacobi Capital Management Pittston, Pennsylvania	$212K	-$56.9K	5	0.06%	Reduced
1553	KLWA Kelly Lawrence W & Associates Pasadens, California	$211K	-$57.3K	1	0.03%	Reduced
1554	SIG Schaller Investment Group Winston Salem, North Carolina	$211K	+$199K	1	0.12%	New
1555	IC Inverness Counsel New York	$210K	+$17.2K	1	0.01%	Increased
1556	PM Parametrica Management Wanchai, Hong Kong	$210K	+$194K	1	0.46%	New
1557	TWM Torch Wealth Management Cincinnati, Ohio	$209K	$0	1	0.13%	Maintained
1558	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$208K	-$311K	1	0.09%	Reduced
1559	HC Hourglass Capital Houston, Texas	$208K	+$196K	1	0.05%	New
1560	ASA Armstrong Shaw Associates New Canaan, Connecticut	$207K	-$142K	1	0.18%	Reduced
1561	FA FCG Advisors Chatham, New Jersey	$207K	-$19.4K	1	0.07%	Reduced
1562	SG StoneX Group New York	$207K	+$195K	1	0.15%	New
1563	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$206K	+$195K	1	0.02%	New
1564	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$206K	+$244K	1	0.06%	New
1565	PMFA Plante Moran Financial Advisors Southfield, Michigan	$206K	-$524K	2	0.07%	Reduced
1566	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$205K	+$31.2K	1	0.13%	Increased
1567	BRM Boston Research & Management Manchester, Massachusetts	$204K	+$188K	1	0.09%	New
1568	Klingenstein Fields & Co New York	$204K	+$192K	1	0.01%	New
1569	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$203K	+$213K	6	0.12%	New
1570	SMG Spectrum Management Group Indianapolis, Indiana	$203K	$0	2	0.06%	Maintained
1571	YIA YHB Investment Advisors West Hartford, Connecticut	$203K	+$203K	1	0.03%	New
1572	EAM Exane Asset Management Paris, France	$202K	+$206K	1	0.06%	New
1573	Merit Financial Group Alpharetta, Georgia	$202K	$0	1	0.03%	Maintained
1574	TCM Traynor Capital Management Malvern, Pennsylvania	$202K	-$21.9K	1	0.07%	Reduced
1575	Evergreen Capital Management Bellevue, Washington	$201K	-$42.9K	1	0.02%	Reduced