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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
1426	NCA NCM Capital Advisers Durham, North Carolina	$2K	$0	1	0.01%	Maintained
1427	IAS INR Advisory Services Media, Pennsylvania	$1K	+$823	1	0%	New
1428	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$1K	+$972	1	0%	New
1429	UFA US Financial Advisors Braintree, Massachusetts	$1K	-$19K	2	0%	Reduced
1430	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained
1431	ED Exane Derivatives Paris, France	$253	+$20	2	0%	Increased
1432	3C 361 Capital Denver, Colorado	$0	-$147K	0	–	Closed
1433	AIA Allegis Investment Advisors Idaho Falls, Idaho	$0	-$27K	0	–	Closed
1434	AF Ally Financial Detroit, Michigan	$0	-$1.3M	0	–	Closed
1435	AA AlphaMark Advisors Ft. Wright, Kentucky	$0	-$72K	0	–	Closed
1436	ACS Archford Capital Strategies Swansea, Illinois	$0	-$17K	0	–	Closed
1437	BO Bach Option Wanchai, Hong Kong	$0	-$219K	0	–	Closed
1438	Baker Avenue Asset Management San Francisco, California	$0	-$719K	0	–	Closed
1439	BAC Boys Arnold & Co Asheville, North Carolina	$0	-$417K	0	–	Closed
1440	BRWM B. Riley Wealth Management Memphis, Tennessee	$0	-$489K	0	–	Closed
1441	Brinker Capital Investments Berwyn, Pennsylvania	$0	$0	0	–	Closed
1442	BA Broadview Advisors Milwaukee, Wisconsin	$0	-$1.71M	0	–	Closed
1443	Brookfield Corp Toronto, Ontario, Canada	$0	-$774K	0	–	Closed
1444	BAM Burnham Asset Management New York	$0	-$494K	0	–	Closed
1445	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$0	-$509K	0	–	Closed
1446	Castleark Management Chicago, Illinois	$0	-$5.82M	0	–	Closed
1447	Channing Capital Management Chicago, Illinois	$0	-$37.8M	0	–	Closed
1448	Chilton Investment Company Stamford, Connecticut	$0	-$1.16M	0	–	Closed
1449	CI Investments Inc Toronto, Ontario, Canada	$0	-$18.7M	0	–	Closed
1450	CAM ClariVest Asset Management San Diego, California	$0	-$923K	0	–	Closed