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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
851	MA Menlo Advisors Menlo Park, California	$8.72M	-$191K	2	4.7%	Reduced
852	AIM Aigen Investment Management New York	$8.71M	+$1.49M	3	1.52%	Increased
853	NCM Novare Capital Management Charlotte, North Carolina	$8.7M	+$126K	2	0.97%	Increased
854	GCP GSA Capital Partners London, United Kingdom	$8.66M	+$4.55M	10	0.97%	Increased
855	M MOTCO San Antonio, Texas	$8.65M	+$408K	2	0.57%	Increased
856	MP McDonald Partners Cleveland, Ohio	$8.64M	-$95.5K	3	2.04%	Reduced
857	PP Prospector Partners Guilford, Connecticut	$8.63M	+$64.9K	1	1.09%	Increased
858	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$8.62M	+$6.51M	1	1.52%	Increased
859	GIA Granite Investment Advisors Concord, New Hampshire	$8.57M	+$1.93M	4	1.34%	Increased
860	MA Mutual Advisors Omaha, Nebraska	$8.55M	+$3.03M	2	0.51%	Increased
861	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$8.54M	+$507K	4	0.44%	Increased
862	LA Linden Advisors New York	$8.53M	+$3.79M	2	0.05%	Increased
863	Wolverine Trading Chicago, Illinois	$8.53M	-$13.4M	7	0.01%	Reduced
864	LG Leuthold Group Minneapolis, Minnesota	$8.5M	-$159K	2	1.04%	Reduced
865	1WA 180 Wealth Advisors Federal Way, Washington	$8.49M	+$52.8K	3	1.94%	Increased
866	Magnetar Financial Evanston, Illinois	$8.46M	+$7M	3	0.08%	Increased
867	Gotham Asset Management New York	$8.44M	-$9.9M	9	0.36%	Reduced
868	EULAV Asset Management Sarasota, Florida	$8.38M	+$3.08K	1	0.22%	Increased
869	JSAM J. Safra Asset Management New York	$8.38M	-$847K	1	4.04%	Reduced
870	PAM Private Asset Management San Diego, California	$8.37M	-$265K	2	1.12%	Reduced
871	NA Navellier & Associates Reno, Nevada	$8.37M	+$3.42M	3	1.26%	Increased
872	AGM Alpine Global Management New York	$8.33M	-$655K	1	1.13%	Reduced
873	IAN Integrated Advisors Network Dallas, Texas	$8.31M	-$75.8K	3	0.61%	Reduced
874	Western Wealth Management Golden, Colorado	$8.31M	+$1.65M	2	0.85%	Increased
875	Aptus Capital Advisors Fairhope, Alabama	$8.31M	+$940K	3	0.24%	Increased