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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
4151	MFA McClarren Financial Advisors State College, Pennsylvania	$7K	+$62.7K	1	0%	Increased
4152	EPW Evergreen Private Wealth Greenwood Village, Colorado	$5.94K	$0	1	0%	Maintained
4153	RCM Ravenstone Capital Management Toronto,	$5.94K	$0	1	0%	Maintained
4154	EFMH E Fund Management (HK) Central, Hong Kong	$5K	-$652K	1	0%	Reduced
4155	EAM Eukles Asset Management Cincinnati, Ohio	$4.62K	+$792	2	0%	Increased
4156	PCM Perritt Capital Management Chicago, Illinois	$4.56K	-$315	2	0%	Reduced
4157	ACM Accent Capital Management Centerville, Ohio	$4.35K	+$3.85K	1	0%	New
4158	WestEnd Advisors Charlotte, North Carolina	$3.76K	+$175	1	0%	Increased
4159	FVIM Fort Vancouver Investment Management Vancouver, Washington	$3.09K	+$2.85K	1	0%	New
4160	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$3.09K	-$8.55K	1	0%	Reduced
4161	BFA BBJS Financial Advisors Seattle, Washington	$2.97K	$0	1	0%	Maintained
4162	YCM Yakira Capital Management Westport, Connecticut	$2.82K	$0	1	0%	Maintained
4163	LIM Longfellow Investment Management Boston, Massachusetts	$2.19K	-$969	1	0%	Reduced
4164	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$1.19K	$0	1	0%	Maintained
4165	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$941	$0	1	0%	Maintained
4166	MG MilWealth Group Milwaukee, Wisconsin	$792	$0	1	0%	Maintained
4167	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$476	+$511	1	0%	New
4168	DRS Deane Retirement Strategies New Orleans, Louisiana	$343	+$317	1	0%	New
4169	6CM 683 Capital Management New York	$0	-$6.9M	0	–	Closed
4170	ARC Advisor Resource Council Dallas, Texas	$0	-$1.79M	0	–	Closed
4171	AIM AHL Investment Management Winter Park, Florida	$0	-$215K	0	–	Closed
4172	ASGS Alpha Square Group S New York	$0	-$211K	0	–	Closed
4173	AIM Alpine Investment Management Hong Kong	$0	-$7.56M	0	–	Closed
4174	Altimeter Capital Management Boston, Massachusetts	$0	-$104M	0	–	Closed
4175	AIG American International Group New York	$0	-$257M	0	–	Closed