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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
3376	BFA Benedict Financial Advisors Atlanta, Georgia	$243K	$0	1	0.06%	Maintained
3377	Fenimore Asset Management Cobleskill, New York	$243K	$0	1	0.01%	Maintained
3378	SAM Silphium Asset Management London, United Kingdom	$243K	$0	1	0.29%	Maintained
3379	CFP Curran Financial Partners Daniel Island, South Carolina	$242K	+$210K	1	0.1%	New
3380	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$242K	$0	1	0.04%	Maintained
3381	HCM Hilton Capital Management Garden City, New York	$242K	+$210K	1	0.03%	New
3382	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$242K	$0	1	0.13%	Maintained
3383	WA Wealth Advisors Rancho Santa Fe, California	$242K	+$4.67K	1	0.09%	Increased
3384	LIM Longfellow Investment Management Boston, Massachusetts	$241K	$0	2	0.04%	Maintained
3385	JHP James Hambro & Partners London, United Kingdom	$239K	-$375K	1	0.02%	Reduced
3386	Lyrical Asset Management New York	$239K	+$202K	1	0%	New
3387	PCM Palouse Capital Management Spokane, Washington	$239K	-$317K	1	0.11%	Reduced
3388	BHWM Beaird Harris Wealth Management Dallas, Texas	$238K	-$534K	3	0.09%	Reduced
3389	BBNA Bremer Bank National Association St Paul, Minnesota	$238K	$0	1	0.04%	Maintained
3390	GA Gateway Advisory Westfield, New Jersey	$238K	+$207K	1	0.06%	New
3391	CA Cumberland Advisors Sarasota, Florida	$237K	$0	1	0.05%	Maintained
3392	FNC First National Corp Rockland, Massachusetts	$237K	+$206K	1	0.05%	New
3393	MCM Mendel Capital Management Little Rock, Arkansas	$237K	$0	1	0.22%	Maintained
3394	PFA Pathway Financial Advisors South Burlington, Vermont	$237K	$0	1	0.09%	Maintained
3395	BCCM Bridge Creek Capital Management West Barnstable, Massachusetts	$236K	$0	1	0.08%	Maintained
3396	KCM KLK Capital Management Los Angeles, California	$236K	+$934	1	0.24%	Increased
3397	GWA GGM Wealth Advisors Baltimore, Maryland	$235K	$0	1	0.12%	Maintained
3398	HCP Holt Capital Partners Fort Worth, Texas	$235K	$0	1	0.04%	Maintained
3399	SWM Scissortail Wealth Management Tulsa, Oklahoma	$235K	-$3.73M	1	0.12%	Reduced
3400	SAM Sequent Asset Management Houston, Texas	$235K	-$1.72M	1	0.14%	Reduced