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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
1026	CIA Capital Impact Advisors Boston, Massachusetts	$35.5M	+$24M	1	1.99%	Increased
1027	AFG Albion Financial Group Salt Lake City, Utah	$35.4M	+$24.4K	6	2.05%	Increased
1028	SCP SailingStone Capital Partners Houston, Texas	$35.3M	+$7.87M	2	6.62%	Increased
1029	LWM Lyell Wealth Management Menlo Park, California	$35.2M	+$3.07M	4	2.16%	Increased
1030	LCM Logan Capital Management Newtown Square, Pennsylvania	$35.2M	+$33.4M	5	1.31%	New
1031	AQR Arbitrage Greenwich, Connecticut	$35.2M	+$30.1M	1	0.5%	New
1032	Capital Group Private Client Services Los Angeles, California	$35.2M	-$9.7M	1	0.5%	Reduced
1033	AWM Aprio Wealth Management Atlanta, Georgia	$35.2M	+$1.37M	6	1.74%	Increased
1034	Choate Investment Advisors Boston, Massachusetts	$35.1M	+$266K	4	0.62%	Increased
1035	AFA Abacus FCF Advisors Orlando, Florida	$34.9M	+$2.09M	3	6.42%	Increased
1036	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$34.9M	+$489K	5	0.66%	Increased
1037	RIM Reliant Investment Management Memphis, Tennessee	$34.9M	-$699K	4	12.44%	Reduced
1038	Salem Investment Counselors Winston Salem, North Carolina	$34.9M	+$402K	9	0.87%	Increased
1039	TAL TIG Advisors LLC New York	$34.8M	+$29.8M	1	1.54%	New
1040	BP Broadleaf Partners Hudson, Ohio	$34.7M	+$12.5M	3	6.72%	Increased
1041	GWM GDS Wealth Management Flower Mound, Texas	$34.6M	+$1.69M	4	1.65%	Increased
1042	1CP 11 Capital Partners Darien, Connecticut	$34.6M	-$526K	2	9.4%	Reduced
1043	AlphaCore Capital La Jolla, California	$34.3M	+$11.8M	7	0.63%	Increased
1044	WAS WESPAC Advisors SoCal Pasadena, California	$34.3M	+$2.45M	5	6.12%	Increased
1045	FA Fiduciary Alliance Greenville, South Carolina	$34.3M	-$15.7M	5	2.32%	Reduced
1046	Sagespring Wealth Partners Franklin, Tennessee	$34.2M	+$852K	9	0.53%	Increased
1047	WWA WCG Wealth Advisors Las Vegas, Nevada	$34.1M	-$4.96M	2	0.81%	Reduced
1048	Belpointe Asset Management Reno, Nevada	$34M	+$2.17M	9	1.11%	Increased
1049	AIS AM Investment Strategies Chattanooga, Tennessee	$34M	+$322K	2	6.54%	Increased
1050	STP Science & Technology Partners New York	$33.9M	+$22.8M	2	5.71%	Increased