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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	BCM Bienville Capital Management New York	$332K	-$359K	1	0.08%	Reduced
1177	ETrade Capital Management Arlington, Virginia	$331K	-$137K	1	0.02%	Reduced
1178	WA Wheatland Advisors Lancaster, Pennsylvania	$331K	$0	1	0.31%	Maintained
1179	LPC Loeb Partners Corp New York	$329K	$0	1	0.12%	Maintained
1180	Dynamic Advisor Solutions Phoenix, Arizona	$328K	-$1.16K	1	0.12%	Reduced
1181	CC Cannell & Co New York	$324K	$0	1	0.01%	Maintained
1182	GC Garde Capital Seattle, Washington	$324K	-$304K	1	0.1%	Reduced
1183	AT Argent Trust San Antonio, Texas	$320K	-$42.8K	1	0.1%	Reduced
1184	SC SRB Corp Boston, Massachusetts	$320K	-$6.5K	2	0.05%	Reduced
1185	FSCM Front Street Capital Management Missoula, Montana	$319K	$0	1	0.15%	Maintained
1186	LC Lourd Capital Beverly Hills, California	$313K	-$15.2K	1	0.03%	Reduced
1187	LD Lipe & Dalton Syracuse, New York	$312K	+$38.8K	1	0.21%	Increased
1188	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$311K	$0	1	0.04%	Maintained
1189	CL CPWM LLC Seattle, Washington	$310K	$0	1	0.07%	Maintained
1190	DLG Daniel L. Goodwin	$306K	$0	1	0.11%	Maintained
1191	Boothbay Fund Management New York	$305K	-$466K	2	0.07%	Reduced
1192	Rockefeller Financial Services New York	$305K	+$12.4K	3	0.01%	Increased
1193	BFA Benedict Financial Advisors Atlanta, Georgia	$302K	-$20.6K	1	0.18%	Reduced
1194	LAM Lebenthal Asset Management New York	$302K	+$33.5K	3	0.04%	Increased
1195	Voloridge Investment Management Jupiter, Florida	$302K	+$275K	1	0.01%	New
1196	Quadrant Capital Group Cincinnati, Ohio	$299K	+$32.5K	9	0.2%	Increased
1197	WI Wedgewood Investors Erie, Pennsylvania	$299K	$0	1	0.28%	Maintained
1198	HFS Haverford Financial Services Radnor, Pennsylvania	$297K	-$2.85K	1	0.13%	Reduced
1199	Group One Trading Chicago, Illinois	$296K	-$4.3K	2	0%	Reduced
1200	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$292K	$0	1	0.21%	Maintained