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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
751	FCM Flinton Capital Management Philadelphia, Pennsylvania	$3.15M	-$414K	4	0.11%	Reduced
752	RWA Wealth Partners Newton, Massachusetts	$3.15M	+$247K	1	0.36%	Increased
753	M MOTCO San Antonio, Texas	$3.15M	+$3.08M	1	0.32%	Increased
754	Gratus Capital Atlanta, Georgia	$3.14M	$0	1	0.44%	Maintained
755	ETrade Capital Management Arlington, Virginia	$3.11M	+$1.55M	4	0.11%	Increased
756	Capital International Inc Los Angeles, California	$3.07M	-$2.07M	1	0.45%	Reduced
757	GIA Gargoyle Investment Advisor Englewood, New Jersey	$3.04M	$0	2	1.12%	Maintained
758	CPIM Columbia Partners Investment Management Alexandria, Virginia	$3.02M	$0	1	0.4%	Maintained
759	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.01M	$0	2	0.11%	Maintained
760	CAM Carret Asset Management New York	$3M	+$239K	1	0.48%	Increased
761	CWM Catamount Wealth Management Westport, Connecticut	$2.99M	-$10.4K	2	1.74%	Reduced
762	Picton Mahoney Asset Management Toronto, Ontario, Canada	$2.97M	-$5.18M	1	0.22%	Reduced
763	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.97M	-$79.4K	2	2.48%	Reduced
764	Smith Salley Wealth Management Greensboro, North Carolina	$2.97M	+$20.4K	2	0.57%	Increased
765	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.96M	-$458K	4	0.05%	Reduced
766	B BancorpSouth Tupelo, Mississippi	$2.95M	+$48.7K	1	0.29%	Increased
767	Cetera Advisor Networks El Segundo, California	$2.95M	+$58K	5	0.13%	Increased
768	CAM Cypress Asset Management Houston, Texas	$2.93M	-$273K	2	0.63%	Reduced
769	NPC National Planning Corporation El Segundo, California	$2.92M	-$50.4K	4	0.24%	Reduced
770	JWM Jackson Wealth Management Lake Mary, Florida	$2.92M	+$134K	1	0.79%	Increased
771	Engineers Gate Manager New York	$2.91M	-$3.88M	2	0.25%	Reduced
772	EOCM Energy Opportunities Capital Management Austin, Texas	$2.9M	+$1.2M	3	1.89%	Increased
773	SC Skylands Capital Milwaukee, Wisconsin	$2.9M	+$284K	1	0.38%	Increased
774	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$2.89M	-$247K	1	0.37%	Reduced
775	MAM Meeder Asset Management Dublin, Ohio	$2.89M	-$5.09M	9	0.31%	Reduced