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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
1601	SAM Strategy Asset Managers Pasadena, California	$14.2M	+$1.51M	4	2.11%	Increased
1602	SCM Soros Capital Management New York	$14.2M	-$7.21M	4	2.53%	Reduced
1603	SMC Smith, Moore & Co Clayton, Missouri	$14.2M	+$368K	7	0.92%	Increased
1604	71 West Capital Partners Boston, Massachusetts	$14.1M	+$4.48M	4	0.49%	Increased
1605	SIA Schear Investment Advisers Cincinnati, Ohio	$14.1M	-$687K	1	4.71%	Reduced
1606	HVP Hudson Value Partners Palm Beach, Florida	$14.1M	-$870K	2	3.53%	Reduced
1607	PCP Proficio Capital Partners Newton, Massachusetts	$14.1M	+$8.48M	10	0.51%	Increased
1608	BB Burford Brothers Dallas, Texas	$14M	+$137K	2	5.15%	Increased
1609	Discovery Capital Management South Norwalk, Connecticut	$14M	+$6.88M	1	0.58%	Increased
1610	FIM FWL Investment Management Dallas, Texas	$14M	+$1.01M	7	2.57%	Increased
1611	SRC Sage Rhino Capital Menlo Park, California	$13.9M	+$1.29M	10	2.26%	Increased
1612	AGM Aragon Global Management Miami, Florida	$13.9M	$0	1	5.28%	Maintained
1613	TWM Topsail Wealth Management Charlotte, North Carolina	$13.9M	+$12M	3	1.77%	Increased
1614	CAM Cozad Asset Management Champaign, Illinois	$13.8M	-$454K	5	0.89%	Reduced
1615	DAM Draper Asset Management Smithtown, New York	$13.8M	-$1.27M	2	6.97%	Reduced
1616	MCM Mitchell Capital Management Leawood, Kansas	$13.7M	+$5M	3	2.09%	Increased
1617	VCM Versant Capital Management Phoenix, Arizona	$13.7M	-$1.51M	22	1.23%	Reduced
1618	SWA Shah Wealth Advisors Chino Hills, California	$13.7M	+$12.9M	2	3.17%	New
1619	CIM Coleford Investment Management Toronto, Ontario, Canada	$13.7M	+$6.53M	1	2.99%	Increased
1620	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$13.7M	$0	1	3.96%	Maintained
1621	CFO Cambient Family Office Ada, Michigan	$13.6M	+$1.39M	6	1.68%	Increased
1622	HIA Harbor Investment Advisory Lutherville, Maryland	$13.6M	-$2.93M	13	0.95%	Reduced
1623	Financial Engines Advisors Santa Clara, California	$13.6M	+$274	3	0.02%	Increased
1624	MAP Managed Asset Portfolios Rochester, Michigan	$13.5M	+$72.6K	1	1.55%	Increased
1625	EPW Evolve Private Wealth Los Angeles, California	$13.5M	-$7.41M	8	0.83%	Reduced