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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	TL TrueWealth LLC Atlanta, Georgia	$168K	-$45	4	0.07%	Reduced
1627	BS Bessemer Securities New York	$162K	$0	1	0.07%	Maintained
1628	VCM Versant Capital Management Phoenix, Arizona	$162K	+$1.94K	13	0.08%	Increased
1629	AF Arrow Financial Glens Falls, New York	$159K	-$83.6K	2	0.03%	Reduced
1630	BCA Berman Capital Advisors Atlanta, Georgia	$155K	+$15.8K	8	0.05%	Increased
1631	SCM Scopia Capital Management New York	$154K	$0	1	0.01%	Maintained
1632	TCI Wealth Advisors Tucson, Arizona	$154K	-$18.2K	7	0.07%	Reduced
1633	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$150K	$0	1	0.12%	Maintained
1634	FM Fondren Management Houston, Texas	$150K	+$136K	1	0.12%	New
1635	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$147K	+$5.21K	7	0.07%	Increased
1636	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$145K	$0	1	0.02%	Maintained
1637	FIA FNY Investment Advisers New York	$144K	-$1.04M	1	0.04%	Reduced
1638	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$143K	+$4.7K	4	0.11%	Increased
1639	Farmers & Merchants Investments Inc Lincoln, Nebraska	$142K	-$1.98K	5	0.01%	Reduced
1640	OC Oakworth Capital Birmingham, Alabama	$140K	-$26K	4	0.03%	Reduced
1641	SFSIG San Francisco Sentry Investment Group San Francisco, California	$140K	-$787	4	0.06%	Reduced
1642	PG Proffitt & Goodson Knoxville, Tennessee	$138K	$0	2	0.03%	Maintained
1643	HCM Hilton Capital Management Garden City, New York	$137K	+$20.8K	2	0.02%	Increased
1644	TF TimeScale Financial Danvers, Massachusetts	$133K	$0	6	0.04%	Maintained
1645	FPS Fieldpoint Private Securities Greenwich, Connecticut	$132K	-$119K	5	0.05%	Reduced
1646	TC Truvestments Capital Sarasota, Florida	$127K	$0	4	0.08%	Maintained
1647	CB CNB Bank Clearfield, Pennsylvania	$126K	-$39.3K	3	0.12%	Reduced
1648	AIM Anchor Investment Management Columbia, South Carolina	$126K	+$86.4K	3	0.03%	Increased
1649	S Seeyond Paris, France	$122K	$0	1	0.01%	Maintained
1650	GLI Guardian Life Insurance New York	$119K	+$703	2	0.02%	Increased