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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	OC Oarsman Capital Milwaukee, Wisconsin	$238K	$0	1	0.1%	Maintained
1427	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$237K	-$4.7K	1	0.17%	Reduced
1428	FA FCG Advisors Chatham, New Jersey	$236K	+$34.6K	1	0.09%	Increased
1429	BCM BTC Capital Management Des Moines, Iowa	$232K	+$10.8K	1	0.04%	Increased
1430	DF Dent & Co Baltimore, Maryland	$231K	$0	1	0.01%	Maintained
1431	MFS Madrona Financial Services Everett, Washington	$231K	$0	1	0.21%	Maintained
1432	CM Capital Management Glen Allen, Virginia	$230K	$0	1	0.07%	Maintained
1433	Cetera Investment Advisers Schaumburg, Illinois	$230K	+$235K	1	0.05%	New
1434	SC Schulhoff & Co Cincinnati, Ohio	$230K	$0	1	0.14%	Maintained
1435	Penserra Capital Management Orinda, California	$228K	+$26.4K	1	0.05%	Increased
1436	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$227K	-$31.4K	1	0.03%	Reduced
1437	VCM Vivaldi Capital Management Chicago, Illinois	$227K	+$230K	1	0.97%	New
1438	FMP Financial Management Professionals Austin, Texas	$226K	-$7K	2	0.1%	Reduced
1439	TI Telemetry Investments New York	$226K	-$230K	1	0.08%	Reduced
1440	Marshall Wace London, United Kingdom	$223K	-$3.53M	1	0.01%	Reduced
1441	ZIG Zuckerman Investment Group Chicago, Illinois	$223K	$0	1	0.05%	Maintained
1442	ACM AUA Capital Management Camp Hill, Pennsylvania	$221K	$0	1	0.2%	Maintained
1443	CC Courier Capital Buffalo, New York	$221K	+$1.89K	1	0.03%	Increased
1444	SWA SFMG Wealth Advisors Plano, Texas	$221K	$0	1	0.04%	Maintained
1445	WCF West Coast Financial Santa Barbara, California	$220K	+$224K	1	0.06%	New
1446	RIA Regal Investment Advisors Kentwood, Michigan	$218K	+$214K	1	0.05%	New
1447	TWM Torch Wealth Management Cincinnati, Ohio	$217K	$0	1	0.14%	Maintained
1448	Birch Hill Investment Advisors Boston, Massachusetts	$216K	$0	1	0.02%	Maintained
1449	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$216K	$0	1	0.11%	Maintained
1450	TPWA TRUE Private Wealth Advisors Salem, Oregon	$216K	+$1.04K	1	0.05%	Increased