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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
1501	E. Ohman J:or Asset Management Stockholm, Sweden	$16.2M	+$1.13M	4	0.38%	Increased
1502	BPAMU BTG Pactual Asset Management US New York	$16.2M	+$813K	6	1.01%	Increased
1503	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$16.2M	+$1.4M	7	0.74%	Increased
1504	HBK Sorce Advisory Erie, Pennsylvania	$16.1M	+$45.1K	6	0.31%	Increased
1505	FC FORA Capital Miami, Florida	$16.1M	+$7.01M	5	1.11%	Increased
1506	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$16.1M	+$6.03M	6	1.53%	Increased
1507	PCA Peddock Capital Advisors Braintree, Massachusetts	$16.1M	-$555K	6	3.21%	Reduced
1508	CBA Coastal Bridge Advisors Westport, Connecticut	$16.1M	-$200K	5	0.99%	Reduced
1509	GECH Garnet Equity Capital Holdings New York	$16.1M	-$11M	1	3.03%	Reduced
1510	NRCM Northern Right Capital Management Darien, Connecticut	$16.1M	-$912K	1	4.77%	Reduced
1511	GG Greenwood Gearhart Fayetteville, Arkansas	$16M	+$1.04M	3	0.74%	Increased
1512	DJSG D.J. St. Germain Springfield, Massachusetts	$16M	-$459K	7	0.58%	Reduced
1513	NG Navigation Group Redwood City, California	$16M	-$1.11M	1	3.11%	Reduced
1514	AIA AssuredPartners Investment Advisors Tampa, Florida	$16M	-$399K	3	1.55%	Reduced
1515	PCM Potomac Capital Management New York	$16M	-$1.1M	1	10.89%	Reduced
1516	ET Entropy Technologies New York	$16M	+$98.2K	13	0.63%	Increased
1517	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$15.9M	-$395K	4	2.51%	Reduced
1518	PC Panoramic Capital Larkspur, California	$15.9M	+$1.14M	1	6.84%	Increased
1519	Slate Path Capital New York	$15.9M	-$105M	1	0.22%	Reduced
1520	Y.D. More Investments Ramat Gan, Israel	$15.9M	+$11.8M	9	0.49%	Increased
1521	BVL Beau Ventures, LLc Pittsford, New York	$15.8M	+$9.04K	1	1.72%	Increased
1522	TC TFR Capital Plano, Texas	$15.8M	+$1.14M	5	4.44%	Increased
1523	AWM Avaii Wealth Management Appleton, Wisconsin	$15.8M	+$1.86M	6	4.63%	Increased
1524	ES Eagle Strategies New York	$15.8M	+$548K	5	1.57%	Increased
1525	WC Waterloo Capital Austin, Texas	$15.8M	+$484K	7	0.89%	Increased