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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
3026	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	-$94	1	0.02%	Reduced
3027	1C 1623 Capital Alexandria, Virginia	$0	-$49K	0	–	Closed
3028	AFS Access Financial Services Minneapolis, Minnesota	$0	-$2.23M	0	–	Closed
3029	AWM Affinity Wealth Management Wilmington, Delaware	$0	-$406K	0	–	Closed
3030	AGP Akaris Global Partners New York	$0	-$6.33M	0	–	Closed
3031	APF Alaska Permanent Fund Juneau, Alaska	$0	-$3.47M	0	–	Closed
3032	ACM Aljian Capital Management Carson City, Nevada	$0	-$278K	0	–	Closed
3033	AWG Altus Wealth Group Colorado Springs, Colorado	$0	-$236K	0	–	Closed
3034	AC Athanor Capital New York	$0	-$1.54M	0	–	Closed
3035	APWM Atlas Private Wealth Management Albany, New York	$0	-$2K	0	–	Closed
3036	ACG Aventail Capital Group New York	$0	-$72K	0	–	Closed
3037	BCM Beck Capital Management Austin, Texas	$0	-$417K	0	–	Closed
3038	BL BFSG LLC Irvine, California	$0	-$1.25M	0	–	Closed
3039	BGC Birch Grove Capital New York	$0	-$3.56M	0	–	Closed
3040	BCM Bluefin Capital Management New York	$0	-$1.14M	0	–	Closed
3041	BC Brahman Capital New York	$0	-$9.34M	0	–	Closed
3042	BAMG Brand Asset Management Group Chesterfield, Missouri	$0	-$6K	0	–	Closed
3043	B Brightworth Atlanta, Georgia	$0	-$210K	0	–	Closed
3044	CC Cannell Capital Alta, Wyoming	$0	-$4.5M	0	–	Closed
3045	CA Capital Advantage Walnut Creek, California	$0	-$496K	0	–	Closed
3046	CBT Capital Bank & Trust Irvine, California	$0	-$216K	0	–	Closed
3047	CS Capital Square Chattanooga, Tennessee	$0	-$947K	0	–	Closed
3048	CTFG Capstone Triton Financial Group Oklahoma City, Oklahoma	$0	-$211K	0	–	Closed
3049	CMG Cavalry Management Group San Francisco, California	$0	-$245K	0	–	Closed
3050	CFAM Center For Asset Management Palm Beach Gardens, Florida	$0	-$228K	0	–	Closed