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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
1226	MJP Michael J. Puzo	$263K	$0	1	0.15%	Maintained
1227	Coldstream Capital Management Bellevue, Washington	$255K	-$11.3K	1	0.05%	Reduced
1228	Fuller & Thaler Asset Management San Mateo, California	$253K	-$39K	2	0%	Reduced
1229	AFP Ausdal Financial Partners Davenport, Iowa	$250K	-$61.3K	1	0.13%	Reduced
1230	Congress Asset Management Boston, Massachusetts	$248K	+$234K	1	0.01%	New
1231	RWA Ropes Wealth Advisors Boston, Massachusetts	$248K	+$112K	2	0.08%	Increased
1232	PG Proffitt & Goodson Knoxville, Tennessee	$247K	$0	1	0.13%	Maintained
1233	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$246K	+$7.31K	1	0.06%	Increased
1234	VAM Verity Asset Management Durham, North Carolina	$246K	+$241K	1	0.23%	New
1235	ZDA Zweig-DiMenna Associates New York	$246K	+$229K	1	0.02%	New
1236	GIM Greylin Investment Management Orange, Virginia	$244K	+$232K	1	0.06%	New
1237	TIA Tiemann Investment Advisors Menlo Park, California	$244K	$0	1	0.22%	Maintained
1238	Yacktman Asset Management Austin, Texas	$242K	$0	1	0%	Maintained
1239	Prospera Financial Services Dallas, Texas	$241K	-$46.2K	1	0.05%	Reduced
1240	Weiss Asset Management Boston, Massachusetts	$240K	+$218K	1	0.04%	New
1241	IP Investment Partners New Philadelphia, Ohio	$238K	+$234K	1	0.13%	New
1242	NIMI Natixis Investment Managers International Paris, France	$238K	-$1.46M	1	0.02%	Reduced
1243	NIM Northeast Investment Management Boston, Massachusetts	$238K	$0	1	0.02%	Maintained
1244	CFA Capstone Financial Advisors Downers Grove, Illinois	$235K	$0	1	0.12%	Maintained
1245	Washington Trust Westerly, Rhode Island	$235K	$0	1	0.02%	Maintained
1246	HIP Hatteras Investment Partners Raleigh, North Carolina	$231K	+$212K	1	0.79%	New
1247	PHK Point72 Hong Kong Hong Kong	$230K	-$1.72M	3	0.13%	Reduced
1248	ID Integral Derivatives New York	$228K	+$228K	1	0%	New
1249	Nicholas Hoffman & Company Atlanta, Georgia	$227K	+$217K	1	0.12%	New
1250	EP Wealth Advisors Torrance, California	$226K	-$4.33K	1	0.04%	Reduced