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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
1701	AIM Arcadia Investment Management Kalamazoo, Michigan	$39K	-$110K	2	0.01%	Reduced
1702	NCM New Capital Management Houston, Texas	$39K	-$3.44K	2	0.06%	Reduced
1703	TDC Thompson Davis & Co Richmond, Virginia	$39K	-$96.7K	3	0.09%	Reduced
1704	CH Canton Hathaway Providence, Rhode Island	$36K	+$34.7K	2	0.02%	New
1705	WA WP Advisors San Francisco, California	$36K	$0	1	0.03%	Maintained
1706	LWM Lenox Wealth Management Cincinnati, Ohio	$34K	-$94.6K	3	0.01%	Reduced
1707	CFD Creative Financial Designs Kokomo, Indiana	$33K	-$6.56K	3	0.02%	Reduced
1708	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$32K	$0	1	0.02%	Maintained
1709	AIS AlphaOne Investment Services West Chester, Pennsylvania	$32K	$0	1	0.01%	Maintained
1710	ACS Archford Capital Strategies Swansea, Illinois	$31K	$0	1	0.01%	Maintained
1711	CJA C-J Advisory San Jose, California	$31K	$0	3	0.02%	Maintained
1712	TCM TD Capital Management Memphis, Tennessee	$31K	+$4.58K	2	0.01%	Increased
1713	WAS WESPAC Advisors SoCal Pasadena, California	$31K	+$5.44K	1	0%	New
1714	HCM Hilton Capital Management Garden City, New York	$30K	$0	2	0%	Maintained
1715	SFSG Stearns Financial Services Group Greensboro, North Carolina	$30K	+$35.9K	1	0.01%	New
1716	ICM IMS Capital Management Portland, Oregon	$29K	-$671K	3	0.02%	Reduced
1717	LWA Lenox Wealth Advisors New York	$29K	-$23.3K	2	0.01%	Reduced
1718	MSA Marino Stram & Associates Braintree, Massachusetts	$29K	-$31.2K	4	0.02%	Reduced
1719	RBC Roble Belko & Company Sewickley, Pennsylvania	$29K	$0	2	0.01%	Maintained
1720	IDBONY Israel Discount Bank of New York New York	$27K	-$12.1K	2	0.02%	Reduced
1721	CTC (Chicago Trading Company) Chicago, Illinois	$26.6K	+$18.4K	1	0.04%	Increased
1722	ARM Adirondack Research & Management Guilderland, New York	$26K	$0	1	0.01%	Maintained
1723	DWA Dorsey Wright & Associates Pasadena, California	$26K	+$27.4K	2	0%	New
1724	NCM Northstar Capital Management New York	$26K	-$27.5K	1	0.02%	Reduced
1725	TC Trust Company Manhattan, Kansas	$26K	$0	1	0.01%	Maintained