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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
3326	MKP Capital Management New York	$2.64M	+$2.29M	1	0.07%	New
3327	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.63M	-$415K	2	0.78%	Reduced
3328	CAC Core Alternative Capital Peachtree Corners, Georgia	$2.63M	+$148K	4	0.79%	Increased
3329	PMG ProVise Management Group Clearwater, Florida	$2.63M	-$7.56K	1	0.18%	Reduced
3330	LC Landaas & Company Milwaukee, Wisconsin	$2.63M	+$681K	3	0.48%	Increased
3331	PLC Peapod Lane Capital Bedford Hills, New York	$2.63M	+$609K	1	1.77%	Increased
3332	VST Van Strum & Towne San Francisco, California	$2.62M	-$10.2K	1	0.71%	Reduced
3333	AC AXQ Capital Jersey City, New Jersey	$2.61M	-$5.44M	6	0.28%	Reduced
3334	WS Wilian Securities Vadnais Heights, Minnesota	$2.61M	+$886K	2	1.54%	Increased
3335	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$2.61M	-$3.32M	5	0.27%	Reduced
3336	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$2.61M	+$526K	4	0.49%	Increased
3337	PCOTEOTHU Provident Company of the Employees of the Hebrew University Jerusalem, Israel	$2.6M	$0	1	1.99%	Maintained
3338	QWM QP Wealth Management Eatontown, New Jersey	$2.6M	+$14.3K	1	3.71%	Increased
3339	WF WinCap Financial Boston, Massachusetts	$2.6M	+$542K	1	1.4%	Increased
3340	KCM Kennondale Capital Management Richmond, Virginia	$2.6M	$0	2	1.73%	Maintained
3341	BHPW Box Hill Private Wealth Scottsdale, Arizona	$2.6M	-$518K	2	2.08%	Reduced
3342	CA CWC Advisors Lake Oswego, Oregon	$2.6M	-$708K	3	1.15%	Reduced
3343	WM Whitford Management New York	$2.59M	-$2.09M	1	2.31%	Reduced
3344	AFP Arnold Financial Planning Hiawatha, Iowa	$2.59M	+$2.45M	1	1.93%	New
3345	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$2.59M	+$198K	3	0.64%	Increased
3346	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$2.58M	+$198K	2	0.44%	Increased
3347	WSFG Wall Street Financial Group Carlinville, Illinois	$2.58M	-$89.4K	2	1.38%	Reduced
3348	ER EVR Research Richmond, Virginia	$2.57M	+$1.47M	1	1.27%	New
3349	SAM SP Asset Management Cupertino, California	$2.57M	+$1.22M	1	0.21%	Increased
3350	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$2.57M	+$805K	4	0.45%	Increased