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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	BCM Beck Capital Management Austin, Texas	$481K	+$467K	1	0.21%	New
1327	UAS United Asset Strategies Garden City, New York	$481K	+$29.6K	1	0.11%	Increased
1328	CA Crewe Advisors Salt Lake City, Utah	$479K	-$625	1	0.41%	Reduced
1329	Integrated Wealth Concepts Waltham, Massachusetts	$479K	-$32.4K	2	0.14%	Reduced
1330	Park Avenue Securities New York	$478K	+$91.6K	1	0.08%	Increased
1331	Diamond Hill Capital Management Columbus, Ohio	$474K	+$5.69K	1	0%	Increased
1332	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$471K	$0	1	0.03%	Maintained
1333	TC Truvestments Capital Sarasota, Florida	$471K	+$75.7K	5	0.23%	Increased
1334	NB Nicolet Bankshares Green Bay, Wisconsin	$468K	+$15.9K	1	0.19%	Increased
1335	Waverton Investment Management London, United Kingdom	$468K	$0	1	0.02%	Maintained
1336	WCM Washington Capital Management Seattle, Washington	$467K	+$89.8K	1	0.45%	Increased
1337	BF Blankinship & Foster Solana Beach, California	$466K	$0	1	0.29%	Maintained
1338	GAM Gould Asset Management Claremont, California	$466K	$0	1	0.19%	Maintained
1339	Boothbay Fund Management New York	$465K	-$2.55M	1	0.05%	Reduced
1340	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$464K	-$2.23K	8	0.16%	Reduced
1341	TNB Thomasville National Bank Thomasville, Georgia	$464K	-$67.2K	1	0.07%	Reduced
1342	DWM Doyle Wealth Management St. Petersburg, Florida	$461K	+$130K	1	0.07%	Increased
1343	GP Girard Partners King Of Prussia, Pennsylvania	$452K	+$53.1K	6	0.08%	Increased
1344	IIA IPG Investment Advisors San Diego, California	$451K	+$39.4K	1	0.15%	Increased
1345	DBT Dubuque Bank & Trust Dubuque, Iowa	$447K	+$298K	4	0.07%	Increased
1346	DIM DC Investments Management Mclean, Virginia	$446K	-$137K	1	0.3%	Reduced
1347	NERM New England Research & Management Chicago, Illinois	$444K	-$1.34M	1	0.29%	Reduced
1348	MGO One Seven Beachwood, Ohio	$443K	+$523K	1	0.21%	New
1349	LMR Partners London, United Kingdom	$439K	+$414K	1	0.03%	New
1350	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$439K	+$409K	2	0.35%	New