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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	SVP Springbank Value Partners Hampton Bays, New York	$790K	+$749K	1	1.47%	New
1052	BAM Brave Asset Management Summit, New Jersey	$786K	+$737K	2	0.63%	New
1053	NME Notis-McConarty Edward	$786K	+$736K	2	0.55%	New
1054	PCM Prelude Capital Management New York	$784K	-$149K	3	0.13%	Reduced
1055	AL Agran Libbie Santa Monica, California	$783K	-$156K	2	0.21%	Reduced
1056	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$781K	+$38.8K	2	0.28%	Increased
1057	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$773K	-$4.98K	1	0.07%	Reduced
1058	BIA Biondo Investment Advisors Milford, Pennsylvania	$752K	-$433K	1	0.26%	Reduced
1059	Park National Corp Newark, Ohio	$741K	-$53.9K	1	0.05%	Reduced
1060	LIM Leavell Investment Management Mobile, Alabama	$735K	$0	1	0.12%	Maintained
1061	Avalon Investment & Advisory Houston, Texas	$733K	+$39.1K	1	0.04%	Increased
1062	Washington Trust Westerly, Rhode Island	$732K	-$65.9K	1	0.06%	Reduced
1063	NAM North American Management Boston, Massachusetts	$729K	-$15.7K	1	0.13%	Reduced
1064	TFF Timothy F. Fidgeon	$728K	-$51K	1	0.35%	Reduced
1065	DCM Dialectic Capital Management Norwalk, Connecticut	$718K	-$1.3M	1	0.23%	Reduced
1066	WPP Whalerock Point Partners Providence, Rhode Island	$714K	+$668K	1	0.37%	New
1067	Evercore Wealth Management New York	$711K	-$2.98M	4	0.04%	Reduced
1068	HCA Harbour Capital Advisors Tysons Corner, Virginia	$708K	+$91.7K	1	0.63%	Increased
1069	PFA Paradigm Financial Advisors Des Peres, Missouri	$703K	+$654K	2	0.69%	New
1070	SCP Sandhill Capital Partners Buffalo, New York	$702K	+$13.4K	1	0.28%	Increased
1071	HH Hilltop Holdings Dallas, Texas	$700K	+$13.9K	2	0.36%	Increased
1072	MC Miles Capital West Des Moines, Iowa	$691K	+$655K	1	0.34%	New
1073	AF Aldebaran Financial	$689K	+$644K	1	0.66%	New
1074	SC Saiers Capital New York	$685K	-$228K	1	0.04%	Reduced
1075	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$685K	+$640K	2	0%	New