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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
1326	AFCM Alta Fox Capital Management Fort Worth, Texas	$21.1M	+$18.3M	1	4.24%	New
1327	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$21.1M	-$65.6K	4	4.76%	Reduced
1328	WRBC W.R. Berkley Corp Greenwich, Connecticut	$21M	+$19.9M	1	0.97%	New
1329	MC Miramontes Capital Newport, California	$21M	-$20.8K	2	6.53%	Reduced
1330	ATC Argent Trust Co Nashville, Tennessee	$21M	+$1.36M	6	0.61%	Increased
1331	UAS United Asset Strategies Garden City, New York	$20.9M	-$73.7K	4	1.48%	Reduced
1332	CRB Chad R. Baker	$20.9M	$0	1	3.38%	Maintained
1333	Geneos Wealth Management Englewood, Colorado	$20.9M	+$1.01M	12	0.43%	Increased
1334	Central Trust Company Jefferson City, Missouri	$20.9M	+$989K	14	0.38%	Increased
1335	VAM Vienna Asset Management Saratoga, California	$20.9M	+$1.26M	1	14.59%	Increased
1336	IFWM Institute for Wealth Management Denver, Colorado	$20.8M	+$1.15M	10	1.84%	Increased
1337	PGA Portland Global Advisors Portland, Maine	$20.8M	+$1.02M	3	1.97%	Increased
1338	NA N10 Assets Greenwich, Connecticut	$20.7M	+$18.9M	3	8.97%	New
1339	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$20.7M	+$2.07M	5	2.04%	Increased
1340	AAG Armstrong Advisory Group Needham, Massachusetts	$20.7M	+$17.5M	11	1.26%	Increased
1341	CWG Cornerstone Wealth Group Huntersville, North Carolina	$20.6M	+$1.47M	5	1.22%	Increased
1342	Ingalls & Snyder LLC New York	$20.6M	-$263K	6	0.56%	Reduced
1343	NM NWI Management New York	$20.6M	+$17.9M	1	0.95%	Increased
1344	BSCCG Blue Sky Capital Consultants Group Poway, California	$20.6M	-$56.5K	1	8.81%	Reduced
1345	KAS KPP Advisory Services Louisville, Kentucky	$20.6M	-$5.73M	7	2.6%	Reduced
1346	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$20.6M	+$20.6M	1	0.09%	New
1347	CCA Checchi Capital Advisers Beverly Hills, California	$20.5M	-$279K	6	0.92%	Reduced
1348	GIM Generali Investments Management Ljubljana, Slovenia	$20.5M	-$2.58M	2	4.45%	Reduced
1349	RNC Capital Management Los Angeles, California	$20.5M	-$1.35M	4	0.84%	Reduced
1350	ZDA Zweig-DiMenna Associates New York	$20.5M	+$7.93M	3	1.86%	Increased