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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
1076	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$32.4M	-$743K	8	1.73%	Reduced
1077	AG Ascent Group Virginia Beach, Virginia	$32.4M	+$3.97M	6	0.97%	Increased
1078	Bailard Foster City, California	$32.3M	-$2.88M	7	0.66%	Reduced
1079	MA Mezzasalma Advisors Tinton Falls, New Jersey	$32M	+$3.58M	4	6.42%	Increased
1080	Moore Capital Management New York	$32M	-$18.1M	5	0.47%	Reduced
1081	TIAA-CREF Individual & Institutional Services New York	$32M	-$18.6K	7	0.11%	Reduced
1082	CK Cohen Klingenstein New York	$31.9M	+$10.2K	3	0.91%	Increased
1083	JC Joho Capital New York	$31.9M	+$18.7M	1	6.93%	Increased
1084	PCP Polunin Capital Partners London, United Kingdom	$31.8M	+$1.9M	1	7.82%	Increased
1085	RG Renaissance Group Covington, Kentucky	$31.8M	+$18.1M	1	1.29%	Increased
1086	TF Talbot Financial Bellevue, Washington	$31.8M	+$442K	1	2.34%	Increased
1087	SAW Signal Advisors Wealth Detroit, Michigan	$31.6M	+$2.47M	5	1.59%	Increased
1088	HC Headland Capital Mt. Pleasant, South Carolina	$31.5M	-$1.02M	3	7.77%	Reduced
1089	VIS Vega Investment Solutions Paris, France	$31.5M	+$29.2M	2	4.47%	Increased
1090	KA Kovack Advisors Ft. Lauderdale, Florida	$31.4M	-$10.2M	6	1.51%	Reduced
1091	PA PFG Advisors Phoenix, Arizona	$31.4M	-$2.15M	8	1.58%	Reduced
1092	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$31.2M	-$37.9M	5	1.8%	Reduced
1093	CTI Community Trust & Investment Versailles, Kentucky	$31.1M	-$13.8M	2	1.61%	Reduced
1094	CF Clarity Financial Houston, Texas	$31.1M	-$3.96M	4	2.64%	Reduced
1095	VC Vestor Capital Chicago, Illinois	$31M	+$45.7M	6	1.95%	Increased
1096	VSQM V-Square Quantitative Management Chicago, Illinois	$31M	-$805K	9	2.95%	Reduced
1097	Andra AP-fonden Goteborg, Sweden	$31M	-$6.67M	3	0.36%	Reduced
1098	IP Intellectus Partners San Francisco, California	$30.9M	+$781K	3	5.34%	Increased
1099	MVIP Mar Vista Investment Partners Los Angeles, California	$30.7M	+$2.97M	1	3.05%	Increased
1100	FCP Fidelis Capital Partners Tampa, Florida	$30.6M	+$2.04M	6	1.76%	Increased