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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	RAM Redmond Asset Management Henrico, Virginia	$524K	+$2.83K	1	0.25%	Increased
1202	Everence Capital Management Goshen, Indiana	$523K	$0	1	0.13%	Maintained
1203	CAM Columbia Asset Management Ann Arbor, Michigan	$520K	-$40K	2	0.17%	Reduced
1204	IBEX Wealth Advisors Bedminster, New Jersey	$520K	+$544K	1	0.2%	New
1205	DAM Doheny Asset Management Los Angeles, California	$515K	$0	1	0.24%	Maintained
1206	Welch & Forbes Boston, Massachusetts	$513K	-$463	1	0.01%	Reduced
1207	Zeke Capital Advisors Berwyn, Pennsylvania	$513K	-$94.8K	2	0.1%	Reduced
1208	TG TLP Group Evanston, Illinois	$512K	+$417K	3	0.48%	Increased
1209	Radnor Capital Management Wayne, Pennsylvania	$510K	$0	1	0.17%	Maintained
1210	CA Cullinan Associates Louisville, Kentucky	$508K	-$199K	1	0.04%	Reduced
1211	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$505K	+$249K	2	0.11%	Increased
1212	Moody Lynn & Lieberson Boston, Massachusetts	$505K	+$511K	1	0.07%	New
1213	Jacobson & Schmitt Advisors Middleton, Wisconsin	$503K	$0	1	0.34%	Maintained
1214	GA GFS Advisors Houston, Texas	$501K	$0	1	0.11%	Maintained
1215	Loews Corp New York	$501K	$0	1	0%	Maintained
1216	AGA Accuvest Global Advisors Provo, Utah	$498K	+$455K	1	0.17%	New
1217	BC Banced Corp Edwardsville, Illinois	$498K	+$69.3K	1	0.92%	Increased
1218	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$497K	$0	2	0.04%	Maintained
1219	CMANY Capital Management Associates (New York) New York	$494K	$0	1	0.75%	Maintained
1220	Harfst & Associates Sheridan, Wyoming	$494K	+$39.7K	2	0.2%	Increased
1221	SCG Sonata Capital Group Seattle, Washington	$491K	-$33K	1	0.37%	Reduced
1222	TH Timber Hill Greenwich, Connecticut	$488K	-$1.59M	1	0.02%	Reduced
1223	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$487K	+$8.26K	1	0.19%	Increased
1224	GIM Greylin Investment Management Orange, Virginia	$486K	-$2.45K	1	0.11%	Reduced
1225	PFA Pinnacle Family Advisors Springfield, Missouri	$486K	-$29.7K	1	0.27%	Reduced