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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
2126	BDF Black Diamond Financial Towson, Maryland	$296K	+$202K	2	0.17%	Increased
2127	LAM Lingohr Asset Management Duesseldorf, Germany	$296K	-$432K	1	1.05%	Reduced
2128	FMP Financial Management Professionals Austin, Texas	$295K	+$95.1K	2	0.11%	Increased
2129	SCM Smith Capital Management Little Rock, Arkansas	$294K	+$243K	1	0.18%	New
2130	AWM Altus Wealth Management Ft Mitchell, Kentucky	$293K	+$242K	1	0.27%	New
2131	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$293K	+$57.2K	1	0.02%	Increased
2132	WBC West Branch Capital Amherst, Massachusetts	$293K	-$1.47K	1	0.19%	Reduced
2133	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$292K	+$253K	6	0.06%	New
2134	CC Courier Capital Buffalo, New York	$292K	-$222K	1	0.04%	Reduced
2135	Howard Capital Management Roswell, Georgia	$292K	+$241K	1	0.07%	New
2136	OMC Overbrook Management Corp New York	$292K	+$241K	1	0.07%	New
2137	CCM Chiron Capital Management Tallahassee, Florida	$288K	+$238K	2	0.23%	New
2138	HIC Hartline Investment Corp Winnetka, Illinois	$287K	+$237K	1	0.05%	New
2139	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$287K	$0	1	0.13%	Maintained
2140	QWM Quaker Wealth Management Moorestown, New Jersey	$287K	+$237K	1	0.15%	New
2141	TCM Towercrest Capital Management Newtown, Pennsylvania	$285K	+$236K	1	0.07%	New
2142	BA Bristlecone Advisors Bellevue, Washington	$284K	+$234K	1	0.05%	New
2143	TA Townsend & Associates Westminster, Colorado	$284K	$0	1	0.22%	Maintained
2144	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$283K	+$234K	1	0.15%	New
2145	SWM Stockman Wealth Management Billings, Montana	$283K	+$234K	1	0.1%	New
2146	MCM Maple Capital Management Montpelier, Vermont	$282K	+$245K	1	0.05%	New
2147	JAFL Jay A. Fishman Ltd Troy, Michigan	$281K	+$232K	1	0.04%	New
2148	Douglas Lane & Associates New York	$281K	$0	1	0.01%	Maintained
2149	HMS Hanseatic Management Services Albuquerque, New Mexico	$281K	-$1.19M	1	0.63%	Reduced
2150	LWM Laidlaw Wealth Management New York City, New York	$281K	-$124K	1	0.12%	Reduced