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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
1476	ECM EagleClaw Capital Management Boston, Massachusetts	$16.7M	-$30.2K	1	2.24%	Reduced
1477	MP McDonald Partners Cleveland, Ohio	$16.7M	+$566K	4	4.05%	Increased
1478	BFA Beaumont Financial Advisors Needham, Massachusetts	$16.7M	+$12.2M	5	1.06%	Increased
1479	SWM SeaCrest Wealth Management Purchase, New York	$16.6M	-$3.79M	6	1.84%	Reduced
1480	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$16.6M	+$645K	4	2.24%	Increased
1481	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$16.6M	+$474K	23	1.13%	Increased
1482	HCM Hutchinson Capital Management San Rafael, California	$16.6M	+$404K	3	2.84%	Increased
1483	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$16.5M	+$262K	3	1.18%	Increased
1484	RAM RWC Asset Management London, United Kingdom	$16.5M	-$827K	2	0.63%	Reduced
1485	Annex Advisory Services Brookfield, Wisconsin	$16.5M	-$851K	5	0.28%	Reduced
1486	Blue Trust Inc Alpharetta, Georgia	$16.5M	+$145K	16	0.17%	Increased
1487	KIA KCM Investment Advisors Greenbrae, California	$16.5M	+$191K	6	0.49%	Increased
1488	Commerzbank Aktiengesellschaft Frankfurt, Germany	$16.5M	-$2.03M	5	0.33%	Reduced
1489	PWP Principle Wealth Partners Madison, Connecticut	$16.4M	-$419K	5	0.81%	Reduced
1490	FFG Fortem Financial Group Palm Desert, California	$16.4M	+$2.54M	3	3.35%	Increased
1491	EA Ellsworth Advisors Hudson, Ohio	$16.4M	+$12.6M	2	2.7%	Increased
1492	Advisory Alpha Holland, Michigan	$16.4M	+$684K	5	0.4%	Increased
1493	GCM Genus Capital Management Vancouver, British Columbia, Canada	$16.4M	+$1.28M	3	1.61%	Increased
1494	TFG Turner Financial Group Pace, Florida	$16.3M	+$15.4M	3	16.26%	New
1495	ACM Arrow Capital Management New York	$16.3M	+$181K	1	9.02%	Increased
1496	VR Vision Retirement Ridgewood, New Jersey	$16.3M	-$926K	7	3.93%	Reduced
1497	LJCM Lee Johnson Capital Management Fort Worth, Texas	$16.3M	+$7.16M	2	5.08%	Increased
1498	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$16.2M	-$32.8K	3	3.27%	Reduced
1499	PRA Pine Ridge Advisers New York	$16.2M	+$11.4M	1	0.98%	Increased
1500	KA Kercheville Advisors San Antonio, Texas	$16.2M	+$535K	2	4.94%	Increased