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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
1201	Atria Investments Charlotte, North Carolina	$380K	-$58.8K	1	0.04%	Reduced
1202	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$374K	+$38.7K	1	0.05%	Increased
1203	State of Alaska Department of Revenue Juneau, Alaska	$361K	-$643K	1	0.07%	Reduced
1204	SC Searle & Co Greenwich, Connecticut	$360K	+$349K	1	0.3%	New
1205	CHP Cable Hill Partners Portland, Oregon	$358K	+$370K	3	0.35%	New
1206	TCM Telos Capital Management San Diego, California	$357K	+$125K	1	0.22%	Increased
1207	SIM Strategic Investment Management Arlington, Virginia	$356K	+$47.2K	1	0.1%	Increased
1208	SPM Symmetry Peak Management Radnor, Pennsylvania	$356K	+$375K	1	0.06%	New
1209	PCM Parsons Capital Management Providence, Rhode Island	$348K	-$89.8K	1	0.05%	Reduced
1210	WI Wedgewood Investors Erie, Pennsylvania	$348K	$0	1	0.35%	Maintained
1211	EPM Equitec Proprietary Markets Chicago, Illinois	$347K	+$344K	2	0.02%	New
1212	HCMNY Howard Capital Management (New York) New York	$346K	+$17.6K	1	0.07%	Increased
1213	WA Wheatland Advisors Lancaster, Pennsylvania	$343K	$0	1	0.33%	Maintained
1214	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$341K	+$377K	1	0.37%	New
1215	KA KLCM Advisors Milwaukee, Wisconsin	$340K	$0	1	0.09%	Maintained
1216	Bridgewater Associates Westport, Connecticut	$338K	-$1.96M	1	0%	Reduced
1217	PSI Pinnacle Summer Investments Fairfax, Virginia	$335K	+$195K	3	0.04%	Increased
1218	Iconiq Capital San Francisco, California	$334K	$0	1	0.06%	Maintained
1219	CBU CIBC Bank USA Chicago, Illinois	$326K	-$203K	1	0.06%	Reduced
1220	SWK Stephen W. Kidder	$326K	-$249K	1	0.14%	Reduced
1221	PEAK6 Group Chicago, Illinois	$323K	-$27.9M	3	0%	Reduced
1222	Wedbush Securities Los Angeles, California	$323K	-$651K	2	0.05%	Reduced
1223	TNB Thomasville National Bank Thomasville, Georgia	$321K	$0	1	0.11%	Maintained
1224	CT Cambridge Trust Cambridge, Massachusetts	$316K	-$8.24K	1	0.03%	Reduced
1225	FM Foster & Motley Cincinnati, Ohio	$316K	-$53.7K	1	0.07%	Reduced