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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
576	PIM Profit Investment Management North Bethesda, Maryland	$5.1M	-$208K	2	0.59%	Reduced
577	CF CNA Financial Chicago, Illinois	$5.09M	$0	1	1.16%	Maintained
578	TF Trutina Financial Bellevue, Washington	$5.07M	-$403K	1	4.47%	Reduced
579	ACM Archer Capital Management New York	$5.06M	+$2.12M	1	0.64%	Increased
580	BA BKS Advisors Southfield, Michigan	$5.06M	+$3.37M	2	2.41%	Increased
581	HW Hedeker Wealth Lincolnshire, Illinois	$5.05M	+$826K	2	4.06%	Increased
582	Walleye Trading New York	$5.04M	+$1.89M	7	0.05%	Increased
583	FPCM Financial Partners Capital Management New York	$5.03M	-$95.5K	1	1.23%	Reduced
584	MC Middleton & Co Boston, Massachusetts	$5.02M	+$334K	1	1.09%	Increased
585	SFM Systematic Financial Management Teaneck, New Jersey	$5M	+$2.29M	2	0.04%	Increased
586	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.98M	+$74.2K	1	0.32%	Increased
587	T TOBAM Paris, France	$4.97M	+$1.06M	1	0.18%	Increased
588	SAM Selway Asset Management	$4.96M	-$85.7K	2	2.72%	Reduced
589	WhitTier Trust Company Reno, Nevada	$4.96M	+$155K	3	0.55%	Increased
590	EWM Edge Wealth Management New York	$4.95M	+$216K	3	1.69%	Increased
591	CWM Cabot Wealth Management Salem, Massachusetts	$4.9M	-$11.1K	1	1.19%	Reduced
592	South Dakota Investment Council Sioux Falls, South Dakota	$4.89M	-$212K	1	0.1%	Reduced
593	CC Cipher Capital New York	$4.88M	+$1.83M	3	0.67%	Increased
594	Alpha Cubed Investments Irvine, California	$4.77M	+$863K	1	1.28%	Increased
595	MUFG Americas New York	$4.76M	-$437K	4	0.16%	Reduced
596	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$4.75M	+$4.2M	1	1.89%	New
597	OIM Opus Investment Management Worcester, Massachusetts	$4.68M	+$353K	1	0.85%	Increased
598	MPM Meritage Portfolio Management Overland Park, Kansas	$4.65M	+$53K	1	0.49%	Increased
599	Profund Advisors Bethesda, Maryland	$4.65M	-$968K	5	0.19%	Reduced
600	EDRE Edmond de Rothschild (Europe) Luxembourg	$4.64M	+$4.84M	2	1.49%	New