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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
1576	ACM Argyle Capital Management Center Valley, Pennsylvania	$220K	$0	1	0.08%	Maintained
1577	BWM BigSur Wealth Management Miami, Florida	$219K	$0	1	0.15%	Maintained
1578	SWA Stratos Wealth Advisors Beachwood, Ohio	$219K	-$204K	1	0.08%	Reduced
1579	SAM SP Asset Management Cupertino, California	$217K	$0	1	0.06%	Maintained
1580	TW TrinityPoint Wealth Milford, Connecticut	$217K	+$193K	1	0.08%	New
1581	AG Appleton Group Appleton, Wisconsin	$215K	$0	1	0.25%	Maintained
1582	Beutel, Goodman & Co Toronto, Ontario, Canada	$215K	$0	1	0%	Maintained
1583	CBT Capital Bank & Trust Irvine, California	$215K	-$161K	4	0%	Reduced
1584	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$212K	-$32.7K	1	0%	Reduced
1585	NNP Nachman Norwood & Parrott Greenville, South Carolina	$212K	+$5.69K	1	0.04%	Increased
1586	RIG Roosevelt Investment Group New York	$212K	-$4.86K	1	0.02%	Reduced
1587	IIC Ironwood Investment Counsel Scottsdale, Arizona	$210K	+$810	1	0.08%	Increased
1588	AssetMark Inc Concord, California	$208K	-$789	6	0%	Reduced
1589	AIS AlphaOne Investment Services West Chester, Pennsylvania	$207K	+$47.7K	1	0.34%	Increased
1590	WDL Well Done LLC Holland, Michigan	$207K	$0	1	0.05%	Maintained
1591	ARM Adirondack Research & Management Guilderland, New York	$206K	$0	1	0.18%	Maintained
1592	Capital International Los Angeles, California	$206K	-$728K	1	0.03%	Reduced
1593	SIM SSI Investment Management Los Angeles, California	$206K	-$81	1	0.02%	Reduced
1594	Horizon Investments Charlotte, North Carolina	$205K	-$45.5K	1	0.01%	Reduced
1595	UAS United Asset Strategies Garden City, New York	$205K	+$200K	1	0.04%	New
1596	WB Webster Bank Waterbury, Connecticut	$204K	+$58.5K	4	0.03%	Increased
1597	PTC Petrus Trust Company Dallas, Texas	$203K	-$400K	1	0.04%	Reduced
1598	RCM RB Capital Management Reno, Nevada	$203K	+$972	1	0.13%	Increased
1599	CWS Cypress Wealth Services Palm Desert, California	$202K	-$120K	1	0.06%	Reduced
1600	Robertson Stephens Wealth Management San Francisco, California	$202K	+$197K	1	0.1%	New