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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	WPA West Paces Advisors Atlanta, Georgia	$242K	+$236K	3	0.23%	New
1302	TSS Two Sigma Securities New York	$241K	-$230K	1	0.08%	Reduced
1303	FHA Flagship Harbor Advisors Boston, Massachusetts	$239K	+$195K	1	0.1%	New
1304	GC Gruss & Co West Palm Beach, Florida	$237K	+$21.7K	1	0.26%	Increased
1305	Prospera Financial Services Dallas, Texas	$237K	-$8.2K	1	0.05%	Reduced
1306	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$235K	-$314K	1	0.26%	Reduced
1307	Covington Capital Management Los Angeles, California	$234K	+$5.32K	1	0.02%	Increased
1308	Cerity Partners New York	$232K	+$227K	1	0.32%	New
1309	AWA ARS Wealth Advisors St. Petersburg, Florida	$231K	+$3.87K	1	0.1%	Increased
1310	SC Schulhoff & Co Cincinnati, Ohio	$231K	$0	1	0.14%	Maintained
1311	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$230K	+$212K	1	0.12%	New
1312	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$230K	+$17.2K	4	0.12%	Increased
1313	Ritholtz Wealth Management New York	$230K	+$207K	1	0.12%	New
1314	HA Hays Advisory Franklin, Tennessee	$229K	+$224K	1	0.05%	New
1315	SCG Sonata Capital Group Seattle, Washington	$228K	+$1.97K	1	0.18%	Increased
1316	Gofen & Glossberg Chicago, Illinois	$227K	+$209K	1	0.01%	New
1317	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$225K	-$10.4K	1	0.05%	Reduced
1318	OAM Origin Asset Management London, United Kingdom	$224K	+$210K	1	0.01%	New
1319	BAC Boys Arnold & Co Asheville, North Carolina	$222K	$0	1	0.04%	Maintained
1320	GAM Gemmer Asset Management Walnut Creek, California	$222K	+$2.95K	7	0.11%	Increased
1321	Nicholas Hoffman & Company Atlanta, Georgia	$222K	+$7.59K	1	0.11%	Increased
1322	NIM Northeast Investment Management Boston, Massachusetts	$222K	-$24.8K	1	0.02%	Reduced
1323	RCM RB Capital Management Reno, Nevada	$222K	+$217K	1	0.22%	New
1324	EP Wealth Advisors Torrance, California	$221K	-$3.35K	1	0.03%	Reduced
1325	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$220K	+$210K	1	0.37%	New