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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
1051	Signature Estate & Investment Advisors Los Angeles, California	$33.6M	-$5.44M	5	0.61%	Reduced
1052	SIA Soltis Investment Advisors St. George, Utah	$33.6M	+$853K	6	1.87%	Increased
1053	PP PDT Partners New York	$33.5M	+$12.1M	6	1.76%	Increased
1054	CCG Chatham Capital Group Savannah, Georgia	$33.5M	-$1.84M	3	4.28%	Reduced
1055	Ashton Thomas Private Wealth Scottsdale, Arizona	$33.4M	+$1.41M	11	0.7%	Increased
1056	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$33.3M	-$130K	10	1.62%	Reduced
1057	SC Slow Capital Greenbrae, California	$33.3M	-$1.77M	2	3.89%	Reduced
1058	Atomi Financial Group New York	$33.3M	+$3.78M	9	0.87%	Increased
1059	CGIM Capital Group Investment Management Raffles Quay, Singapore	$33.2M	+$2.06M	2	5.01%	Increased
1060	IAS Insigneo Advisory Services Miami, Florida	$33.1M	+$7.37M	9	1.24%	Increased
1061	Inspire Investing Meridian, Idaho	$33M	+$19.4M	12	1.36%	Increased
1062	FWC First Washington Corp Seattle, Washington	$33M	-$4.26M	5	8.03%	Reduced
1063	BW Gestao de Investimentos Sao Paulo, Brazil	$32.9M	-$7.84M	4	0.65%	Reduced
1064	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$32.9M	+$9.57M	3	4.06%	Increased
1065	GGI Godsey & Gibb Inc Richmond, Virginia	$32.8M	-$608K	4	2.69%	Reduced
1066	AF Alerus Financial Grand Forks, North Dakota	$32.8M	-$1.48M	7	1.44%	Reduced
1067	PC Pier Capital Stamford, Connecticut	$32.7M	-$198K	5	4.34%	Reduced
1068	CCAM Codex Capital Asset Management Dallas, Texas	$32.7M	-$632K	2	11.32%	Reduced
1069	Wilmington Savings Fund Society Wilmington, Delaware	$32.7M	-$773K	13	0.73%	Reduced
1070	Oversea-Chinese Banking Corp (OCBC) Singapore	$32.7M	+$17M	4	0.7%	Increased
1071	Chicago Partners Investment Group Chicago, Illinois	$32.6M	+$5.72M	11	0.65%	Increased
1072	KA Kintegral Advisory New York	$32.6M	$0	2	2.64%	Maintained
1073	PCM Penn Capital Management Philadelphia, Pennsylvania	$32.5M	+$18.8M	4	2.06%	Increased
1074	Fulton Bank Lancaster, Pennsylvania	$32.5M	+$277K	8	0.99%	Increased
1075	TWP Tempus Wealth Planning Irvine, California	$32.4M	+$179K	3	6.34%	Increased