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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
3751	BCM Birch Capital Management Dallas, Texas	$7.85K	+$6K	1	0%	New
3752	RCM Ravenstone Capital Management Toronto,	$7.85K	$0	1	0.01%	Maintained
3753	NF Norwood Financial Honesdale, Pennsylvania	$7.85K	$0	1	0.01%	Maintained
3754	FCT First Community Trust Dubuque, Iowa	$7.07K	$0	1	0.01%	Maintained
3755	DCM Davidson Capital Management Corpus Christi, Texas	$5.5K	$0	1	0%	Maintained
3756	EAM Eukles Asset Management Cincinnati, Ohio	$3.93K	$0	1	0%	Maintained
3757	BFA BBJS Financial Advisors Seattle, Washington	$3.93K	$0	1	0%	Maintained
3758	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$3.93K	$0	1	0%	Maintained
3759	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$2.64K	$0	1	0%	Maintained
3760	GM Gilfoyle Management Branford, Connecticut	$2.4K	+$2K	1	12.38%	New
3761	LIM Longfellow Investment Management Boston, Massachusetts	$2.01K	$0	1	0%	Maintained
3762	PCFFS Pacific Center for Financial Services San Ramon, California	$1.58K	-$157K	1	0%	Reduced
3763	EC Elequin Capital New York	$892	+$794	1	0%	New
3764	WC Wynnefield Capital New York	$178	$0	1	0%	Maintained
3765	AWM Activest Wealth Management Aventure, Florida	$0	-$355K	0	–	Closed
3766	Addenda Capital Montreal, Quebec, Canada	$0	-$5.66M	0	–	Closed
3767	AC Albar Capital London, United Kingdom	$0	-$9.64M	0	–	Closed
3768	ACM Alight Capital Management New York	$0	-$2.07M	0	–	Closed
3769	Alpha Wave Global New York	$0	-$2.7M	0	–	Closed
3770	AS AM Squared Hong Kong	$0	-$1.29M	0	–	Closed
3771	AI Aperture Investors New York	$0	-$22M	0	–	Closed
3772	Appaloosa LP Short Hills, New Jersey	$0	-$31.1M	0	–	Closed
3773	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$25.7M	0	–	Closed
3774	AAMC Asset Allocation & Management Company Chicago, Illinois	$0	-$295K	0	–	Closed
3775	ACM Atika Capital Management New York	$0	-$8.51M	0	–	Closed