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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
1626	Farmers & Merchants Investments Inc Lincoln, Nebraska	$171K	$0	6	0.01%	Maintained
1627	AIA Arcadia Investment Advisors Eagle, Idaho	$169K	$0	1	0.15%	Maintained
1628	AssetMark Inc Concord, California	$169K	-$21K	8	0%	Reduced
1629	TL TrueWealth LLC Atlanta, Georgia	$169K	-$4.01K	4	0.09%	Reduced
1630	KLWA Kelly Lawrence W & Associates Pasadens, California	$166K	$0	1	0.04%	Maintained
1631	ZB Zions Bancorporation Salt Lake City, Utah	$166K	+$65.2K	4	0.12%	Increased
1632	ExodusPoint Capital Management New York	$165K	+$126K	1	0.01%	New
1633	IIM Ipswich Investment Management Beverly, Massachusetts	$165K	-$15.4K	2	0.06%	Reduced
1634	WIM Westside Investment Management Santa Monica, California	$157K	+$12.8K	3	0.06%	Increased
1635	ANRIA American National Registered Investment Advisor Galveston, Texas	$156K	-$2.26K	1	0.1%	Reduced
1636	PB Pinnacle Bancorp Beatrice, Nebraska	$155K	+$172K	2	0.1%	New
1637	CC Claybrook Capital Wellesley, Massachusetts	$148K	+$161K	2	0.04%	New
1638	WDL Well Done LLC Holland, Michigan	$148K	+$161K	2	0.04%	New
1639	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$146K	-$74.2K	1	0.1%	Reduced
1640	Boothbay Fund Management New York	$143K	-$355K	1	0.02%	Reduced
1641	DBT Dubuque Bank & Trust Dubuque, Iowa	$142K	-$341K	4	0.03%	Reduced
1642	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$141K	$0	1	0.13%	Maintained
1643	S Seeyond Paris, France	$140K	+$136K	1	0.02%	New
1644	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$140K	+$136K	1	0.01%	New
1645	MCM McKinley Capital Management Anchorage, Alaska	$139K	-$84.1K	2	0.01%	Reduced
1646	NONA Ninety One North America New York	$138K	-$1.06M	1	0.01%	Reduced
1647	CF Centaurus Financial Anaheim, California	$136K	-$109K	0	–	Closed
1648	CB CNB Bank Clearfield, Pennsylvania	$134K	+$73.3K	3	0.09%	Increased
1649	SA SRH Advisors Salina, Kansas	$134K	+$9.12K	2	0.51%	Increased
1650	CA Claro Advisors Boston, Massachusetts	$132K	+$136K	6	0.11%	New