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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	CT Cambridge Trust Cambridge, Massachusetts	$315K	-$340	1	0.03%	Reduced
1202	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$315K	-$528K	1	0.06%	Reduced
1203	PAA Peregrine Asset Advisers Portland, Oregon	$315K	-$1.07M	1	0.21%	Reduced
1204	MCM McKinley Capital Management Anchorage, Alaska	$314K	$0	1	0.01%	Maintained
1205	Avidian Wealth Enterprises Houston, Texas	$312K	+$334K	1	0.13%	New
1206	RIA Regal Investment Advisors Kentwood, Michigan	$312K	+$62.1K	3	0.08%	Increased
1207	SC Searle & Co Greenwich, Connecticut	$312K	-$47.6K	1	0.27%	Reduced
1208	PAM Private Asset Management San Diego, California	$311K	-$15.2K	1	0.05%	Reduced
1209	AGM Alpine Global Management New York	$309K	-$2.87M	1	0.1%	Reduced
1210	BRWM B. Riley Wealth Management Memphis, Tennessee	$306K	+$38.1K	6	0.23%	Increased
1211	JIR James Investment Research Alpha, Ohio	$306K	$0	1	0.01%	Maintained
1212	LC Lakeshore Capital Birmingham, Alabama	$306K	+$34K	1	0.5%	Increased
1213	PTC Private Trust Company Cleveland, Ohio	$306K	+$408	1	0.09%	Increased
1214	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$304K	-$2.5M	1	0.04%	Reduced
1215	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$303K	-$1.03K	1	0.06%	Reduced
1216	RCA Rex Capital Advisors Providence, Rhode Island	$300K	$0	1	0.28%	Maintained
1217	SWK Stephen W. Kidder	$299K	-$26.8K	1	0.13%	Reduced
1218	FM Foster & Motley Cincinnati, Ohio	$298K	-$18K	1	0.07%	Reduced
1219	MRCM M&R Capital Management Summit, New Jersey	$296K	+$34.7K	1	0.07%	Increased
1220	LSCM LaSalle Street Capital Management Chicago, Illinois	$295K	$0	1	0.29%	Maintained
1221	HCMNY Howard Capital Management (New York) New York	$294K	$0	1	0.06%	Maintained
1222	MCC Mid Continent Capital Chicago, Illinois	$294K	-$655K	1	0.02%	Reduced
1223	MCM Manchester Capital Management Manchester, Vermont	$293K	-$721K	2	0.05%	Reduced
1224	QC QCM Cayman Houston, Texas	$292K	-$1.16M	1	0.16%	Reduced
1225	CHP Cable Hill Partners Portland, Oregon	$287K	-$29.9K	2	0.22%	Reduced