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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	CWM Centric Wealth Management Chicago, Illinois	$224K	-$1.87K	1	0.2%	Reduced
1602	AC Addison Capital Conshohocken, Pennsylvania	$223K	$0	1	0.16%	Maintained
1603	AGM Alpine Global Management New York	$223K	+$65.4K	1	0.06%	Increased
1604	WTB Washington Trust Bank Spokane, Washington	$223K	-$258K	1	0.04%	Reduced
1605	Boothbay Fund Management New York	$222K	+$201K	1	0.02%	New
1606	Cohen & Steers New York	$222K	-$120K	1	0%	Reduced
1607	Allworth Financial Folsom, California	$221K	-$5.27K	2	0.01%	Reduced
1608	DIM DC Investments Management Mclean, Virginia	$220K	$0	1	0.12%	Maintained
1609	BCM Bienville Capital Management New York	$219K	-$10.2K	1	0.03%	Reduced
1610	BWM BigSur Wealth Management Miami, Florida	$219K	$0	1	0.15%	Maintained
1611	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$219K	+$207K	1	0.18%	New
1612	Beutel, Goodman & Co Toronto, Ontario, Canada	$218K	$0	1	0%	Maintained
1613	Loews Corp New York	$217K	$0	1	0%	Maintained
1614	RIG Roosevelt Investment Group New York	$217K	$0	1	0.03%	Maintained
1615	SCP Syntal Capital Partners Midland, Texas	$217K	+$211K	1	0.05%	New
1616	AG Appleton Group Appleton, Wisconsin	$216K	$0	1	0.24%	Maintained
1617	Evergreen Capital Management Bellevue, Washington	$216K	-$17.5K	1	0.02%	Reduced
1618	HC HNP Capital Rochester, New York	$215K	-$5.6K	1	0.13%	Reduced
1619	QC QCM Cayman Houston, Texas	$215K	+$225K	1	4.59%	New
1620	RCM RB Capital Management Reno, Nevada	$215K	+$1.29K	1	0.16%	Increased
1621	GJIC Gamble Jones Investment Counsel Pasadena, California	$214K	-$211K	1	0.02%	Reduced
1622	Homrich & Berg Atlanta, Georgia	$213K	$0	1	0.01%	Maintained
1623	Nicholas Hoffman & Company Atlanta, Georgia	$213K	-$7.79K	1	0.07%	Reduced
1624	Prospera Financial Services Dallas, Texas	$213K	+$21.5K	1	0.02%	Increased
1625	SIA Strategic Investment Advisors Farmington Hills, Michigan	$213K	+$207K	1	0.12%	New