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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
5326	KCP Keyframe Capital Partners New York	$229K	$0	1	100%	Maintained
5327	MIM Meridiem Investment Management London, United Kingdom	$229K	-$133K	1	0.01%	Reduced
5328	PF PlanVest Financial Gaithersburg, Maryland	$229K	+$236K	4	0.17%	New
5329	MG McHugh Group Bratenahl, Ohio	$229K	+$227K	1	0.14%	New
5330	IWM IMG Wealth Management Jacksonville, Florida	$228K	-$151K	7	0.15%	Reduced
5331	B Birchbrook Bangor, Maine	$227K	-$5.73K	3	0.11%	Reduced
5332	OA Oxbow Advisors Austin, Texas	$227K	+$203K	1	0.02%	New
5333	FFS Forge Financial Services Edmond, Oklahoma	$227K	-$412	1	0.02%	Reduced
5334	HSG Helen Stephens Group Fort Worth, Texas	$226K	-$138K	1	0.05%	Reduced
5335	BKA Brick & Kyle Associates Newtown, Pennsylvania	$226K	+$202K	1	0.07%	New
5336	JESC J.E. Simmons & Co Dallas, Texas	$226K	-$5.77K	1	0.15%	Reduced
5337	TFG Team Financial Group Temecula, California	$226K	-$1.11K	2	0.1%	Reduced
5338	BFS Bare Financial Services Gap, Pennsylvania	$224K	+$31.5K	15	0.06%	Increased
5339	CC Citrine Capital San Francisco, California	$224K	+$49.4K	1	0.1%	Increased
5340	PC Purewater Capital Fort Worth, Texas	$224K	+$228K	1	0.21%	New
5341	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$224K	+$2.27K	1	0.19%	Increased
5342	ACM Aster Capital Management Dubai, United Arab Emirates	$223K	-$1.64M	7	0.07%	Reduced
5343	ACA Ascension Capital Advisors Houston, Texas	$223K	+$222K	1	0.07%	New
5344	PPA Pilgrim Partners Asia Singapore	$223K	$0	1	0.09%	Maintained
5345	SL Savior LLC Wellesley Hills, Massachusetts	$223K	$0	1	0.8%	Maintained
5346	AIA Arbor Investment Advisors Winston Salem, North Carolina	$223K	$0	1	0.03%	Maintained
5347	MKW Mullaney, Keating & Wright Middletown, Connecticut	$223K	$0	1	0.12%	Maintained
5348	AF Amara Financial San Francisco, California	$222K	$0	1	0.15%	Maintained
5349	PFA Portland Financial Advisors Port Washington, New York	$222K	-$219K	1	0.46%	Reduced
5350	AW Alaethes Wealth Glenbrook, Nevada	$222K	-$101K	1	0.06%	Reduced