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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
4001	SFM Systematic Financial Management Teaneck, New Jersey	$17.1K	-$12.2K	1	0%	Reduced
4002	Close Asset Management London, United Kingdom	$15K	$0	1	0%	Maintained
4003	BCM Bluefin Capital Management New York	$15K	+$12.9K	1	0%	New
4004	MIM Meridiem Investment Management London, United Kingdom	$14.9K	$0	1	0%	Maintained
4005	RL Rogco LP Claremore, Oklahoma	$14.9K	$0	1	0.01%	Maintained
4006	NBT Northwest Bank & Trust Davenport, Iowa	$14.9K	+$14.3K	1	0.01%	New
4007	CS Capital Square Chattanooga, Tennessee	$12.1K	-$292	1	0.01%	Reduced
4008	HWM Horizons Wealth Management Asheville, North Carolina	$12K	$0	1	0.01%	Maintained
4009	HCA Heck Capital Advisors Rhinelander, Wisconsin	$11.9K	$0	1	0%	Maintained
4010	HH HWG Holdings Houston, Texas	$11.9K	-$6.36M	1	0.01%	Reduced
4011	Saba Capital Management New York	$11.6K	$0	1	0%	Maintained
4012	LAM Lummis Asset Management Fort Worth, Texas	$11.6K	+$10.6K	1	0.01%	New
4013	FPB First PREMIER Bank Sioux Falls, South Dakota	$11K	-$29.6K	2	0%	Reduced
4014	CW Cooksen Wealth The Woodlands, Texas	$10.9K	+$10.5K	1	0.01%	New
4015	GPI General Partner Inc Pittsburgh, Pennsylvania	$10.9K	$0	1	0.01%	Maintained
4016	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$10.7K	+$10.2K	1	0%	New
4017	RWM Ruedi Wealth Management Champaign, Illinois	$10.4K	$0	1	0%	Maintained
4018	ASM ATW SPAC Management New York	$10.3K	$0	1	0.01%	Maintained
4019	TWD True Wealth Design Akron, Ohio	$9.97K	$0	4	0%	Maintained
4020	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$9.69K	$0	1	0.01%	Maintained
4021	RCM RMR Capital Management Tustin, California	$8.45K	+$8.08K	1	0.01%	New
4022	NOI Newton One Investments Newark, Delaware	$7.46K	$0	1	0%	Maintained
4023	APW Atlantic Private Wealth Chapel Hill, North Carolina	$7.45K	$0	1	0.01%	Maintained
4024	BFS Bare Financial Services Gap, Pennsylvania	$7.45K	+$7.13K	1	0.02%	New
4025	BCM Birch Capital Management Dallas, Texas	$7.45K	$0	1	0%	Maintained