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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
5026	GPI General Partner Inc Pittsburgh, Pennsylvania	$117K	$0	2	0.06%	Maintained
5027	SA Seneschal Advisors Tacoma, Washington	$115K	+$90.9K	5	0.08%	New
5028	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$114K	-$188K	1	0.16%	Reduced
5029	NWM Navigoe Wealth Management Redondo Beach, California	$113K	+$19.6K	3	0.07%	Increased
5030	CB Centennial Bank Conway, Arkansas	$111K	-$31.8K	2	0.04%	Reduced
5031	ORAM One River Asset Management Stamford, Connecticut	$109K	+$108K	1	0.03%	New
5032	DSCM Divisadero Street Capital Management Miami, Florida	$108K	+$83.6K	1	0%	New
5033	BMC Bear Mountain Capital Seattle, Washington	$107K	-$6.24K	2	0.04%	Reduced
5034	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$107K	+$6.94K	2	0.05%	Increased
5035	GCS Gordian Capital (Singapore) Singapore	$107K	-$412K	2	0.14%	Reduced
5036	AWA American Wealth Advisors Johns Creek, Georgia	$106K	+$85.2K	2	0.11%	New
5037	DCM Disciplina Capital Management Nashville, Tennessee	$106K	-$389	1	0.01%	Reduced
5038	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$106K	-$8.32K	1	0.04%	Reduced
5039	FCT First Community Trust Dubuque, Iowa	$101K	$0	1	0.08%	Maintained
5040	PCM Perritt Capital Management Chicago, Illinois	$97.9K	$0	3	0.05%	Maintained
5041	CSC Cove Street Capital El Segundo, California	$97.3K	$0	1	0.13%	Maintained
5042	PCA PMV Capital Advisers Dallas, Texas	$92.1K	-$4.2K	1	0.18%	Reduced
5043	GFL Granite FO LLC Bedford, New Hampshire	$91.8K	+$6.84K	3	0.05%	Increased
5044	RPA Redwood Park Advisors Redwood City, California	$90K	$0	3	0.06%	Maintained
5045	Blackhill Capital Morristown, New Jersey	$88.9K	$0	1	0%	Maintained
5046	HFS Hopwood Financial Services Reston, Virginia	$88.8K	-$12.5K	2	0.06%	Reduced
5047	DWA Delos Wealth Advisors Dallas, Texas	$87.8K	+$34.4K	4	0.06%	Increased
5048	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$87.5K	$0	2	0.03%	Maintained
5049	MASECO Private Wealth London,	$86.7K	$0	2	0%	Maintained
5050	HC Hoese & Co Glencoe, Minnesota	$81.1K	-$145K	2	0.06%	Reduced