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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
676	Wedbush Securities Los Angeles, California	$22.5M	-$616K	4	1%	Reduced
677	Fuller & Thaler Asset Management San Mateo, California	$22.4M	+$10.8M	4	0.11%	Increased
678	Spire Wealth Management Mclean, Virginia	$22.4M	+$3M	12	0.74%	Increased
679	WAM Wilson Asset Management Sydney, Australia	$22.4M	$0	1	6.24%	Maintained
680	BCM Bourgeon Capital Management Darien, Connecticut	$22.3M	+$10.1M	6	4.93%	Increased
681	VWM Valley Wealth Managers Paramus, New Jersey	$22.3M	-$44.2K	2	1.74%	Reduced
682	MCM McRae Capital Management Morristown, New Jersey	$22.2M	-$20.9K	3	5.55%	Reduced
683	NC Nitorum Capital New York	$21.9M	-$29.7M	1	2.35%	Reduced
684	EP Wealth Advisors Torrance, California	$21.9M	+$3.01M	5	0.28%	Increased
685	First Citizens Bank & Trust Raleigh, North Carolina	$21.8M	-$801K	3	0.4%	Reduced
686	Dakota Wealth Management Palm Beach Gardens, Florida	$21.7M	-$1.12M	6	0.84%	Reduced
687	MFAM Motley Fool Asset Management Alexandria, Virginia	$21.7M	+$1.42M	1	1.62%	Increased
688	Bleakley Financial Group Fairfield, New Jersey	$21.7M	+$1.02M	6	0.69%	Increased
689	NRG Nemes Rush Group Novi, Michigan	$21.7M	+$33K	3	3.49%	Increased
690	AWM Avitas Wealth Management Los Angeles, California	$21.6M	+$275K	3	3.62%	Increased
691	DCP Diameter Capital Partners New York	$21.6M	$0	1	2.6%	Maintained
692	TCM Tao Capital Management San Francisco, California	$21.4M	$0	1	19.61%	Maintained
693	EIM Essex Investment Management Boston, Massachusetts	$21.4M	-$4.67M	8	4.21%	Reduced
694	FineMark National Bank & Trust Fort Myers, Florida	$21.4M	-$920K	3	0.87%	Reduced
695	VAM Vienna Asset Management Saratoga, California	$21.2M	+$20.3M	2	19.31%	New
696	Peregrine Capital Management Minneapolis, Minnesota	$21.2M	+$6.3M	3	0.64%	Increased
697	Eisler Capital (UK) London, United Kingdom	$21M	-$19.2M	1	0.16%	Reduced
698	DIA Davidson Investment Advisors Great Falls, Montana	$20.9M	+$348K	1	1.2%	Increased
699	MLL Moody Lynn & Lieberson Boston, Massachusetts	$20.9M	-$831K	2	1.59%	Reduced
700	SSA South Street Advisors New York	$20.9M	-$739	2	3.9%	Reduced