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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
1001	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$714K	-$128K	2	0.14%	Reduced
1002	HCM Hilton Capital Management Garden City, New York	$711K	+$700K	1	0.18%	New
1003	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$708K	$0	1	0.63%	Maintained
1004	VNA Valley National Advisers Bethlehem, Pennsylvania	$702K	-$1.47M	2	0.36%	Reduced
1005	BWM BerganKDV Wealth Management Bloomington, Minnesota	$699K	-$619K	1	0.24%	Reduced
1006	TCB Texas Capital Bancshares Dallas, Texas	$697K	$0	1	1.58%	Maintained
1007	WIP Wellesley Investment Partners Wellesley, Massachusetts	$697K	+$261K	1	0.36%	Increased
1008	Bartlett & Co Cincinnati, Ohio	$694K	+$33	4	0.03%	Increased
1009	WPP Whalerock Point Partners Providence, Rhode Island	$691K	+$681K	1	0.29%	New
1010	RQS Ramsey Quantitative Systems Louisville, Kentucky	$678K	+$98.8K	1	0.75%	Increased
1011	SI SII Investments Appleton, Wisconsin	$678K	-$91.8K	2	0.05%	Reduced
1012	Azimuth Capital Management Bloomfield Hills, Michigan	$667K	$0	1	0.06%	Maintained
1013	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$660K	+$65K	4	0.19%	Increased
1014	AIM Acrospire Investment Management Chicago, Illinois	$658K	-$145K	8	0.44%	Reduced
1015	P Pitcairn Conshohocken, Pennsylvania	$652K	-$604K	2	0.08%	Reduced
1016	PTC Private Trust Company Cleveland, Ohio	$648K	-$42.7K	2	0.16%	Reduced
1017	BlueCrest Capital Management St Helier, Jersey	$644K	+$82.9K	1	0.02%	Increased
1018	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$641K	+$566K	1	0.41%	New
1019	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$635K	+$6.47K	1	0.05%	Increased
1020	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$634K	-$472K	1	0.5%	Reduced
1021	HCM Horrell Capital Management Little Rock, Arkansas	$634K	+$2.75K	2	0.4%	Increased
1022	CCG Cypress Capital Group Palm Beach, Florida	$632K	+$575K	1	0.15%	New
1023	QOP Quinn Opportunity Partners Charlottesville, Virginia	$632K	-$1.02M	1	0.23%	Reduced
1024	Driehaus Capital Management Chicago, Illinois	$629K	-$715K	1	0.02%	Reduced
1025	DTL Dynamic Technology Lab Singapore	$628K	-$3.9M	2	0.17%	Reduced