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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
1651	GC Globeflex Capital San Diego, California	$195K	-$365K	3	0.04%	Reduced
1652	SMG Spectrum Management Group Indianapolis, Indiana	$192K	$0	2	0.05%	Maintained
1653	NNP Nachman Norwood & Parrott Greenville, South Carolina	$189K	$0	1	0.03%	Maintained
1654	SHJ Sharkey, Howes & Javer Denver, Colorado	$189K	-$38K	2	0.09%	Reduced
1655	CPA Cowen Prime Advisors New York	$186K	+$16.4K	1	0.09%	Increased
1656	PB Pinnacle Bancorp Beatrice, Nebraska	$183K	$0	2	0.1%	Maintained
1657	SCM Scopia Capital Management New York	$182K	$0	1	0.01%	Maintained
1658	CL CSS LLC Chicago, Illinois	$181K	+$189K	1	0.01%	New
1659	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$179K	-$18K	1	0.05%	Reduced
1660	UFF USA Financial Formulas Ada, Michigan	$178K	+$30.2K	1	0.09%	Increased
1661	TPWA TRUE Private Wealth Advisors Salem, Oregon	$177K	+$186K	4	0.03%	New
1662	HCA Horan Capital Advisors Cincinnati, Ohio	$175K	-$19K	1	0.12%	Reduced
1663	SNS Financial Group Minneapolis, Minnesota	$170K	$0	1	0.03%	Maintained
1664	AIS AlphaOne Investment Services West Chester, Pennsylvania	$167K	+$148K	1	0.13%	Increased
1665	OC Oakworth Capital Birmingham, Alabama	$165K	+$38.1K	6	0.03%	Increased
1666	TCI Wealth Advisors Tucson, Arizona	$164K	+$17.1K	7	0.07%	Increased
1667	CB CNB Bank Clearfield, Pennsylvania	$163K	+$32K	4	0.14%	Increased
1668	SWA Sutton Wealth Advisors Tampa, Florida	$162K	-$990	7	0.09%	Reduced
1669	BS Bessemer Securities New York	$162K	+$158K	1	0.07%	New
1670	TL TrueWealth LLC Atlanta, Georgia	$160K	+$12.1K	4	0.07%	Increased
1671	VCM Versant Capital Management Phoenix, Arizona	$159K	+$6.29K	15	0.07%	Increased
1672	PCP Proficio Capital Partners Newton, Massachusetts	$153K	-$52.6K	10	0.05%	Reduced
1673	ONST Old North State Trust Greensboro, North Carolina	$152K	+$13.9K	2	0.11%	Increased
1674	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$150K	-$20K	1	0.12%	Reduced
1675	Farmers & Merchants Investments Inc Lincoln, Nebraska	$149K	-$1.87K	5	0.01%	Reduced