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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
2776	WPC Waters Parkerson & Co New Orleans, Louisiana	$4.3M	+$2.04K	3	0.21%	Increased
2777	WAM Weatherly Asset Management Del Mar, California	$4.3M	+$204K	3	0.31%	Increased
2778	FWTB First Western Trust Bank Denver, Colorado	$4.29M	-$175K	3	0.21%	Reduced
2779	HIM Herald Investment Management London, United Kingdom	$4.29M	$0	1	0.58%	Maintained
2780	ARC Advisor Resource Council Dallas, Texas	$4.29M	+$221K	5	1.21%	Increased
2781	EWA Evolution Wealth Advisors Aventura, Florida	$4.28M	-$928K	2	0.5%	Reduced
2782	BW Balance Wealth Delaware, Ohio	$4.28M	+$690K	4	1.14%	Increased
2783	BRG Bay Rivers Group Williamsburg, Virginia	$4.28M	-$105K	3	1.46%	Reduced
2784	RC Renaissance Capital Stamford, Connecticut	$4.27M	+$1.53M	2	2.36%	Increased
2785	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$4.27M	+$795	1	1.21%	Increased
2786	ACM Alessandra Capital Management Torrance, California	$4.27M	-$709K	4	3.02%	Reduced
2787	Advent Capital Management New York	$4.26M	$0	1	0.1%	Maintained
2788	ZIG Zullo Investment Group Scranton, Pennsylvania	$4.26M	+$3.18K	1	1.45%	Increased
2789	C Covestor London, United Kingdom	$4.26M	+$1.63M	26	2.46%	Increased
2790	BC Bridgefront Capital Austin, Texas	$4.25M	+$2.29M	6	1.12%	Increased
2791	Aspiriant LLC Los Angeles, California	$4.25M	+$781K	3	0.11%	Increased
2792	VAM Verity Asset Management Durham, North Carolina	$4.25M	-$187K	3	1.61%	Reduced
2793	VFM Viking Fund Management Minot, North Dakota	$4.24M	$0	2	0.38%	Maintained
2794	JB Capital Wethersfield, Connecticut	$4.24M	-$1.02M	3	0.15%	Reduced
2795	MFS Monetta Financial Services Wheaton, Illinois	$4.24M	-$510K	2	2.85%	Reduced
2796	VCM Viewpoint Capital Management Seattle, Washington	$4.23M	-$1.37M	2	2.16%	Reduced
2797	WI WrapManager Inc Mill Valley, California	$4.23M	+$734K	2	1.32%	Increased
2798	LA LexAurum Advisors Overland Park, Kansas	$4.23M	+$260K	2	0.49%	Increased
2799	ICA Infrastructure Capital Advisors New York	$4.22M	+$3.15M	1	0.25%	Increased
2800	RCA Ranch Capital Advisors Sarasota, Florida	$4.22M	+$90.7K	2	1.34%	Increased