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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
2476	OP Oslo Pensjonsforsikring Oslo,	$5.65M	+$547K	6	0.65%	Increased
2477	DF Dunhill Financial London, United Kingdom	$5.64M	-$1.92M	10	1.15%	Reduced
2478	PSCM Per Stirling Capital Management Austin, Texas	$5.64M	+$1.4M	6	0.54%	Increased
2479	OIM Oder Investment Management Woodland Hills, California	$5.62M	+$417K	3	3.78%	Increased
2480	PFT Providence First Trust Scottsdale, Arizona	$5.61M	+$2.75M	4	1.57%	Increased
2481	PGIM Custom Harvest Newark, New Jersey	$5.61M	+$561K	4	0.07%	Increased
2482	AAM Alpine Associates Management Palm Beach, Florida	$5.61M	+$4.79M	1	0.35%	New
2483	DAMU Deltroit Asset Management (UK) London,	$5.6M	+$5.3M	1	0.81%	New
2484	KA Kailix Advisors Fort Lauderdale, Florida	$5.6M	-$2.97M	1	5.41%	Reduced
2485	MWM Mindset Wealth Management Indianapolis, Indiana	$5.6M	-$12.5K	5	1.08%	Reduced
2486	RDWM Red Door Wealth Management Memphis, Tennessee	$5.6M	-$562K	3	0.51%	Reduced
2487	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$5.59M	-$159K	2	1.19%	Reduced
2488	PIA Powell Investment Advisors Miami, Florida	$5.59M	-$43K	1	1.77%	Reduced
2489	ST Spinnaker Trust Portland, Maine	$5.58M	-$17.5K	5	0.27%	Reduced
2490	SIC Samalin Investment Counsel Chappaqua, New York	$5.58M	+$89.6K	2	1.74%	Increased
2491	AW Alteri Wealth Westlake Village, California	$5.58M	+$291K	5	1.54%	Increased
2492	QCIG Quad-Cities Investment Group Davenport, Iowa	$5.58M	+$344K	5	2%	Increased
2493	AMG National Trust Bank Greenwood Village, Colorado	$5.57M	+$41.2K	3	0.11%	Increased
2494	SRS Strong Retirement Solutions Silverdale, Washington	$5.57M	-$221K	2	3.34%	Reduced
2495	MPWS McCarter Private Wealth Services Boston, Massachusetts	$5.56M	-$507K	3	1.92%	Reduced
2496	AIM Aspen Investment Management Grand Rapids, Michigan	$5.55M	+$507K	4	1.49%	Increased
2497	DV Trading Chicago, Illinois	$5.55M	+$293K	6	0.18%	Increased
2498	RWP Revolve Wealth Partners Hackensack, New Jersey	$5.54M	+$1.5M	6	0.57%	Increased
2499	SFC SYM Financial Corp Winona Lake, Indiana	$5.54M	+$580K	5	0.45%	Increased
2500	Sageworth Trust Lancaster, Pennsylvania	$5.54M	-$1.43M	1	0.22%	Reduced