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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
1401	GPCM Granite Point Capital Management Boston, Massachusetts	$250K	$0	1	0.05%	Maintained
1402	SPC Stewart & Patten Company Lafayette, California	$250K	-$45.9K	1	0.05%	Reduced
1403	SGA Strategic Global Advisors Newport Beach, California	$250K	-$292K	1	0.1%	Reduced
1404	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$250K	+$26.6K	1	0.02%	Increased
1405	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$249K	-$6.46K	3	0.12%	Reduced
1406	VAM Verity Asset Management Durham, North Carolina	$248K	-$4.22K	1	0.19%	Reduced
1407	AP Atwood & Palmer Kansas City, Missouri	$247K	+$10.4K	2	0.04%	Increased
1408	BAC Boys Arnold & Co Asheville, North Carolina	$247K	$0	1	0.04%	Maintained
1409	VCP Vista Capital Partners Portland, Oregon	$247K	$0	1	0.06%	Maintained
1410	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$246K	$0	1	0.07%	Maintained
1411	Diversified Trust Memphis, Tennessee	$244K	$0	1	0.02%	Maintained
1412	IC Inverness Counsel New York	$244K	+$247K	1	0.02%	New
1413	Miracle Mile Advisors Los Angeles, California	$244K	-$28.4K	1	0.04%	Reduced
1414	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$242K	-$3.28M	1	0.23%	Reduced
1415	Fenimore Asset Management Cobleskill, New York	$242K	+$238K	1	0.01%	New
1416	North Star Asset Management Neenah, Wisconsin	$242K	-$5.54K	1	0.02%	Reduced
1417	ACM Alpha Capital Management Austin, Texas	$241K	-$85.1K	1	0.11%	Reduced
1418	KLWA Kelly Lawrence W & Associates Pasadens, California	$241K	-$5.91M	1	0.05%	Reduced
1419	WP WealthSource Partners San Luis Obispo, California	$241K	+$17.5K	1	0.08%	Increased
1420	AT Argent Trust San Antonio, Texas	$240K	-$77.4K	1	0.07%	Reduced
1421	IC InterOcean Capital Chicago, Illinois	$240K	+$236K	1	0.04%	New
1422	PCP Proficio Capital Partners Newton, Massachusetts	$240K	+$21	5	0.1%	Increased
1423	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$239K	$0	1	0.04%	Maintained
1424	RCM RB Capital Management Reno, Nevada	$239K	+$3.47K	1	0.19%	Increased
1425	RG Rikoon Group Santa Fe, New Mexico	$239K	+$3.12K	1	0.1%	Increased