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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
1526	RIL Rothschild Investment LLC Chicago, Illinois	$226K	$0	1	0.03%	Maintained
1527	AG Appleton Group Appleton, Wisconsin	$225K	+$212K	1	0.24%	New
1528	IIM Ipswich Investment Management Beverly, Massachusetts	$224K	-$35.5K	1	0.08%	Reduced
1529	RCM RB Capital Management Reno, Nevada	$224K	-$17.3K	1	0.2%	Reduced
1530	UIA UBP Investment Advisors Geneva, Switzerland	$223K	+$231K	1	0.21%	New
1531	CF Centaurus Financial Anaheim, California	$222K	-$510K	1	0.02%	Reduced
1532	MCM Murphy Capital Management Bedminster, New Jersey	$221K	+$209K	1	0.03%	New
1533	WMC Westwood Management Corporation Chicago, Illinois	$221K	+$209K	1	0.03%	New
1534	CAN Claraphi Advisory Network Aliso Viejo, United States	$219K	-$17.7K	1	0.12%	Reduced
1535	FM Fondren Management Houston, Texas	$218K	+$207K	1	0.2%	New
1536	RFA Reilly Financial Advisors La Mesa, California	$218K	+$55.4K	4	0.03%	Increased
1537	SIM SSI Investment Management Los Angeles, California	$217K	+$205K	1	0.02%	New
1538	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$217K	-$101	5	0.04%	Reduced
1539	CT Cambridge Trust Cambridge, Massachusetts	$216K	+$204K	1	0.01%	New
1540	GC GMT Capital Atlanta, Georgia	$216K	$0	1	0.01%	Maintained
1541	SWA SFMG Wealth Advisors Plano, Texas	$216K	-$29.4K	1	0.03%	Reduced
1542	Accredited Investors Edina, Minnesota	$215K	+$53.1K	1	0.05%	Increased
1543	BCM Bienville Capital Management New York	$215K	$0	1	0.02%	Maintained
1544	BW Bison Wealth Atlanta, Georgia	$215K	-$17.8K	1	0.14%	Reduced
1545	ODG O'Dell Group Cincinnati, Ohio	$215K	$0	1	0.14%	Maintained
1546	Choreo LLC Rockford, Illinois	$214K	-$19.4K	1	0.03%	Reduced
1547	Montag & Associates Atlanta, Georgia	$214K	+$202K	1	0.02%	New
1548	SCG Sonata Capital Group Seattle, Washington	$214K	-$78.1K	1	0.15%	Reduced
1549	EP Edgestream Partners Princeton, New Jersey	$213K	+$217K	1	0.04%	New
1550	HH Hilltop Holdings Dallas, Texas	$213K	-$32.1K	1	0.04%	Reduced