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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	SHJ Sharkey, Howes & Javer Denver, Colorado	$4K	$0	1	0%	Maintained
1427	HCM Herndon Capital Management Atlanta, Georgia	$3K	$0	2	0%	Maintained
1428	CFA Camarda Financial Advisors Fleming Island, Florida	$1K	$0	1	0%	Maintained
1429	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$1K	+$1.29K	1	0%	New
1430	IAS INR Advisory Services Media, Pennsylvania	$1K	$0	1	0%	Maintained
1431	TCM TD Capital Management Memphis, Tennessee	$1K	+$956	1	0%	New
1432	VCM Vigilant Capital Management Portland, Maine	$1K	$0	1	0%	Maintained
1433	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained
1434	HW Hedeker Wealth Lincolnshire, Illinois	$756	-$893K	1	0.04%	Reduced
1435	3C 361 Capital Denver, Colorado	$0	-$25K	0	–	Closed
1436	AHC Adell Harriman & Carpenter Houston, Texas	$0	-$263K	0	–	Closed
1437	Advent Capital Management New York	$0	-$1.53M	0	–	Closed
1438	AIA AGF Investments America Toronto, Ontario, Canada	$0	-$480K	0	–	Closed
1439	AGF Investments Inc Toronto, Ontario, Canada	$0	-$84K	0	–	Closed
1440	AF Aldebaran Financial	$0	-$243K	0	–	Closed
1441	ACM Americafirst Capital Management Roseville, California	$0	-$282K	0	–	Closed
1442	AMF Tjänstepension Stockholm, Sweden	$0	-$16.4M	0	–	Closed
1443	Andra AP-fonden Goteborg, Sweden	$0	-$4.53M	0	–	Closed
1444	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	-$10K	1	0%	Reduced
1445	BBCM Boardman Bay Capital Management New York	$0	-$637K	0	–	Closed
1446	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$3.09M	0	–	Closed
1447	BCB Brian C. Broderick	$0	-$243K	0	–	Closed
1448	BRCM Bright Rock Capital Management Hanover, Massachusetts	$0	-$1.15M	0	–	Closed
1449	Brinker Capital Investments Berwyn, Pennsylvania	$0	+$325	3	0%	New
1450	BCM BTC Capital Management Des Moines, Iowa	$0	-$206K	0	–	Closed