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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
1376	LCM Levitt Capital Management Boca Raton, Florida	$8K	$0	1	0.01%	Maintained
1377	WIL Winifred I. Li	$8K	$0	1	0.01%	Maintained
1378	CEMP Compass Efficient Model Portfolios Brentwood, Tennessee	$7K	$0	1	0.26%	Maintained
1379	LWA Lenox Wealth Advisors New York	$7K	+$2K	2	0%	Increased
1380	AC Alexandria Capital Arlington, Virginia	$5K	+$3.52K	1	0%	Increased
1381	CFG CKW Financial Group Honolulu, Hawaii	$5K	+$5.05K	1	0%	New
1382	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$5K	+$5.23K	1	0%	New
1383	Rockefeller Financial Services New York	$5K	$0	2	0%	Maintained
1384	Blackhill Capital Morristown, New Jersey	$4K	+$3.73K	1	0%	New
1385	SMG Spectrum Management Group Indianapolis, Indiana	$4K	+$4.29K	1	0%	New
1386	IWC Integrated Wealth Counsel Carmel, California	$2K	$0	1	0%	Maintained
1387	NIM NuWave Investment Management Parsippany, New Jersey	$2K	-$554K	1	0%	Reduced
1388	QAM QCI Asset Management Pittsford, New York	$1K	$0	1	0%	Maintained
1389	TFO Tarbox Family Office Newport Beach, California	$1K	+$854	1	0%	New
1390	AL AJO LP Philadelphia, Pennsylvania	$0	-$324K	0	–	Closed
1391	Alyeska Investment Group Chicago, Illinois	$0	-$27.5M	0	–	Closed
1392	AC Amici Capital New York	$0	-$3.87M	0	–	Closed
1393	AC Amiya Capital London, United Kingdom	$0	-$16.3M	0	–	Closed
1394	AAM Archipel Asset Management Stockholm, Sweden	$0	-$11.7M	0	–	Closed
1395	Artisan Partners Milwaukee, Wisconsin	$0	-$89.1M	0	–	Closed
1396	Ballentine Partners Waltham, Massachusetts	$0	-$217K	0	–	Closed
1397	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$224K	0	–	Closed
1398	BMC Benin Management Corp Wilton, Connecticut	$0	-$271K	0	–	Closed
1399	BIG Blackthorn Investment Group Overland Park, Kansas	$0	-$650K	0	–	Closed
1400	BCM Bluefin Capital Management New York	$0	-$4.96M	0	–	Closed