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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	RG Renaissance Group Covington, Kentucky	$221K	-$35.6K	1	0.01%	Reduced
1302	EEG E.E. Geduld	$219K	+$189K	1	0.14%	New
1303	EMR Errol M. Rudman	$219K	-$1.48M	1	0.11%	Reduced
1304	TCB Texas Capital Bancshares Dallas, Texas	$216K	-$8.96K	1	0.14%	Reduced
1305	Thomaspartners Boston, Massachusetts	$214K	$0	1	0%	Maintained
1306	TF Tompkins Financial Ithaca, New York	$214K	+$84.1K	3	0.05%	Increased
1307	WAM Wood Asset Management Sarasota, Florida	$214K	+$206K	1	0.07%	New
1308	HF Hoxton Financial Shepherdstown, West Virginia	$213K	+$11.2K	1	0.09%	Increased
1309	IRS Invictus RG (Singapore) Singapore	$212K	-$89.6K	3	0.22%	Reduced
1310	TFCP Twin Focus Capital Partners Boston, Massachusetts	$212K	+$203K	1	0.24%	New
1311	CCM Concourse Capital Management Atlanta, Georgia	$211K	$0	1	0.13%	Maintained
1312	GPCM Granite Point Capital Management Boston, Massachusetts	$211K	-$89.3K	1	0.15%	Reduced
1313	QAM Quantres Asset Management Cayman, Cayman Islands	$211K	+$211K	1	0.23%	New
1314	RIA Regal Investment Advisors Kentwood, Michigan	$211K	+$13.9K	4	0.08%	Increased
1315	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$210K	+$183K	1	0.06%	New
1316	HCM Harvest Capital Management Concord, New Hampshire	$209K	$0	1	0.1%	Maintained
1317	SNS Financial Group Minneapolis, Minnesota	$208K	+$200K	1	0.08%	New
1318	PMG ProVise Management Group Clearwater, Florida	$207K	$0	1	0.04%	Maintained
1319	CFA Carroll Financial Associates Charlotte, North Carolina	$206K	+$6.31K	4	0.06%	Increased
1320	FWP FAS Wealth Partners Leawood, Kansas	$204K	+$178K	1	0.12%	New
1321	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$203K	+$134K	3	0.05%	Increased
1322	TCTC Holdings Dallas, Texas	$203K	+$195K	1	0.01%	New
1323	HCM Herndon Capital Management Atlanta, Georgia	$203K	$0	1	0%	Maintained
1324	SIC Shoker Investment Counsel Oxford, Ohio	$202K	+$195K	1	0.18%	New
1325	NCA NCM Capital Advisers Durham, North Carolina	$201K	$0	1	0.3%	Maintained