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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
1301	CP CenterBook Partners Greenwich, Connecticut	$21.7M	+$4.87M	8	1.06%	Increased
1302	AWM Adams Wealth Management Logan, Utah	$21.6M	-$329K	2	4.14%	Reduced
1303	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$21.6M	-$539K	3	0.96%	Reduced
1304	SCI S&CO Inc Boston, Massachusetts	$21.6M	-$94K	4	1.25%	Reduced
1305	NS NBC Securities Birmingham, Alabama	$21.5M	-$538K	18	1.46%	Reduced
1306	CAM Cypress Asset Management Houston, Texas	$21.5M	+$1.36M	6	4.19%	Increased
1307	MIP Marietta Investment Partners Milwaukee, Wisconsin	$21.5M	-$2.89M	2	3.7%	Reduced
1308	SIG Brokerage New York	$21.5M	+$18.5M	5	0.42%	Increased
1309	AWM Angeles Wealth Management Santa Monica, California	$21.5M	+$1.03M	6	0.98%	Increased
1310	EP Edgestream Partners Princeton, New Jersey	$21.4M	-$8.01M	8	0.64%	Reduced
1311	SA Sicart Associates New York	$21.4M	+$2.59M	1	5.24%	Increased
1312	Old National Bancorp Evansville, Indiana	$21.4M	+$4.85M	8	0.43%	Increased
1313	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$21.3M	-$4.46M	4	3.4%	Reduced
1314	Group One Trading Chicago, Illinois	$21.3M	-$8.1M	20	0.03%	Reduced
1315	QPW Quantum Private Wealth Tampa, Florida	$21.3M	-$2.04M	6	5.46%	Reduced
1316	FNA First National Advisers Omaha, Nebraska	$21.3M	-$2.79M	6	2.99%	Reduced
1317	CTA Colonial Trust Advisors Spartanburg, South Carolina	$21.3M	+$608	9	1.48%	Increased
1318	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$21.3M	$0	2	5.02%	Maintained
1319	RB Rodgers Brothers Harmony, Pennsylvania	$21.3M	-$82.8K	5	2.07%	Reduced
1320	NW N10 Wealth Greenwich, Connecticut	$21.2M	+$19.4M	3	7.53%	New
1321	RGC Redwood Grove Capital Palo Alto, California	$21.2M	+$10.3M	2	5.36%	Increased
1322	NFSG Newbridge Financial Services Group Boca Raton, Florida	$21.2M	+$4.61M	6	2.62%	Increased
1323	CBB Citizens Business Bank Ontario, California	$21.1M	-$247K	3	3.18%	Reduced
1324	SPG Strategic Planning Group Bountiful, Utah	$21.1M	+$850K	2	2.3%	Increased
1325	NB Nicolet Bankshares Green Bay, Wisconsin	$21.1M	+$1.2M	6	0.67%	Increased