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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
1826	CBT Capital Bank & Trust Irvine, California	$204K	-$40.6K	3	0%	Reduced
1827	FCM Firsthand Capital Management San Jose, California	$204K	+$204K	1	0.08%	New
1828	SIG Sargent Investment Group Bethesda, Maryland	$203K	-$24.2K	1	0.07%	Reduced
1829	HFG Heron Financial Group New York	$202K	+$173K	1	0.17%	New
1830	MIC Means Investment Company Bangor, Maine	$202K	+$188K	1	0.07%	New
1831	NAS Nicolet Advisory Services Green Bay, Wisconsin	$202K	+$157K	1	0.03%	New
1832	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$201K	+$186K	1	0.08%	New
1833	OCG Opus Capital Group Cincinnati, Ohio	$201K	+$179K	1	0.06%	New
1834	Prospera Financial Services Dallas, Texas	$200K	-$304K	1	0.02%	Reduced
1835	PB Pinnacle Bancorp Beatrice, Nebraska	$199K	-$18.6K	2	0.14%	Reduced
1836	PMFA Plante Moran Financial Advisors Southfield, Michigan	$197K	+$93.7K	3	0.07%	Increased
1837	Procyon Advisors Shelton, Connecticut	$194K	+$166K	5	0.12%	New
1838	SMG Spectrum Management Group Indianapolis, Indiana	$189K	-$27K	1	0.08%	Reduced
1839	AF Arrow Financial Glens Falls, New York	$182K	-$22.2K	2	0.04%	Reduced
1840	BS Bessemer Securities New York	$181K	-$3.55K	1	0.07%	Reduced
1841	HB Horizon Bancorp Michigan City, Indiana	$177K	+$166K	1	0.17%	New
1842	RFA Reilly Financial Advisors La Mesa, California	$175K	-$42.5K	3	0.02%	Reduced
1843	SA SRH Advisors Salina, Kansas	$172K	$0	2	0.55%	Maintained
1844	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$171K	$0	1	0.13%	Maintained
1845	CT Caldwell Trust Venice, Florida	$168K	+$152K	5	0.03%	New
1846	TF TimeScale Financial Danvers, Massachusetts	$168K	$0	6	0.05%	Maintained
1847	ATC Adirondack Trust Company Saratoga Springs, New York	$167K	+$21.1K	3	0.11%	Increased
1848	FPS Fieldpoint Private Securities Greenwich, Connecticut	$166K	+$15.3K	3	0.05%	Increased
1849	KPCM Kings Point Capital Management Great Neck, New York	$157K	+$54.2K	4	0.02%	Increased
1850	CB CNB Bank Clearfield, Pennsylvania	$155K	-$3.58K	3	0.13%	Reduced