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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
1176	BFIM Beese Fulmer Investment Management Canton, Ohio	$430K	+$14.2K	1	0.14%	Increased
1177	Prospera Financial Services Dallas, Texas	$429K	-$361K	1	0.12%	Reduced
1178	AWA ARS Wealth Advisors St. Petersburg, Florida	$428K	-$7.3K	1	0.2%	Reduced
1179	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$426K	-$37.8K	1	0.09%	Reduced
1180	PAM Private Asset Management San Diego, California	$423K	+$8.66K	1	0.07%	Increased
1181	BRWM B. Riley Wealth Management Memphis, Tennessee	$422K	+$547K	6	0.31%	Increased
1182	Atria Investments Charlotte, North Carolina	$411K	-$16.7K	1	0.04%	Reduced
1183	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$403K	-$36.8K	1	0.06%	Reduced
1184	CC Cannell & Co New York	$401K	-$1.17M	1	0.01%	Reduced
1185	KA Kovack Advisors Ft. Lauderdale, Florida	$400K	+$84.5K	1	0.59%	Increased
1186	PCP Perimeter Capital Partners Atlanta, Georgia	$398K	-$1.24M	1	0.68%	Reduced
1187	PAA Peregrine Asset Advisers Portland, Oregon	$397K	-$2.48K	1	0.33%	Reduced
1188	ETrade Capital Management Arlington, Virginia	$393K	-$124K	1	0.03%	Reduced
1189	FIM Frontier Investment Management Dallas, Texas	$393K	+$42.5K	1	0.06%	Increased
1190	SAM Selway Asset Management	$393K	+$440K	1	0.19%	New
1191	JAM JCIC Asset Management Toronto, Ontario, Canada	$392K	-$2.74M	1	0.07%	Reduced
1192	FBC Fairfield, Bush & Co Darien, Connecticut	$384K	+$7.09K	1	0.11%	Increased
1193	Avidian Wealth Enterprises Houston, Texas	$383K	$0	1	0.15%	Maintained
1194	Salem Investment Counselors Winston Salem, North Carolina	$382K	$0	1	0.05%	Maintained
1195	CCT Country Club Trust Kansas City, Missouri	$379K	$0	1	0.05%	Maintained
1196	AAA Alpine Associates Advisors Englewood Cliffs, New Jersey	$373K	-$9.55M	1	0.24%	Reduced
1197	AP Advisor Partners Walnut Creek, California	$370K	-$50.7K	1	0.21%	Reduced
1198	AP Atwood & Palmer Kansas City, Missouri	$366K	+$9.9K	3	0.07%	Increased
1199	Iconiq Capital San Francisco, California	$364K	+$371K	1	0.08%	New
1200	SIM Strategic Investment Management Arlington, Virginia	$360K	+$152K	1	0.11%	Increased