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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
1626	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$13.5M	-$10.1M	5	1.38%	Reduced
1627	SVCP Silicon Valley Capital Partners San Jose, California	$13.5M	+$10.7M	3	1.09%	Increased
1628	OCM Once Capital Management New York	$13.5M	$0	1	1.1%	Maintained
1629	AWC Abundance Wealth Counselors State College, Pennsylvania	$13.4M	+$5.22M	5	0.87%	Increased
1630	CFSG Community Financial Services Group Newport, Vermont	$13.4M	+$1.05M	3	1.96%	Increased
1631	BAM BOCHK Asset Management Hong Kong	$13.4M	-$1.83M	4	2.12%	Reduced
1632	Saba Capital Management New York	$13.4M	-$18.7M	1	0.34%	Reduced
1633	SCM Spring Capital Management Amarillo, Texas	$13.4M	-$162K	1	6.51%	Reduced
1634	EFG Everest Financial Group Minneapolis, Minnesota	$13.4M	+$44.1K	4	1.81%	Increased
1635	GCM Gables Capital Management Miami, Florida	$13.3M	+$35.6K	5	4.81%	Increased
1636	HFS Haverford Financial Services Radnor, Pennsylvania	$13.3M	-$81.9K	1	3.93%	Reduced
1637	SFG Sather Financial Group Victoria, Texas	$13.3M	-$8.63M	3	0.76%	Reduced
1638	ET Equitable Trust Nashville, Tennessee	$13.3M	+$785K	6	0.56%	Increased
1639	FAS Formuepleje A/S Aarhus C, Denmark	$13.3M	+$2.03M	4	1.04%	Increased
1640	MMM Mendel Money Management Northbrook, Illinois	$13.3M	-$95.6K	2	4.86%	Reduced
1641	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$13.2M	+$1.05M	8	1.35%	Increased
1642	JC Jacobs & Co San Francisco, California	$13.2M	-$58K	3	1.14%	Reduced
1643	1SB 1ST Source Bank South Bend, Indiana	$13.2M	+$58K	5	0.6%	Increased
1644	MCM Monarch Capital Management Fort Wayne, Indiana	$13.2M	-$1.38M	2	3.03%	Reduced
1645	BBES Buffalo Business & Estate Services Orchard Park, New York	$13.2M	-$4.93M	0	–	Closed
1646	CYG Clean Yield Group Norwich, Vermont	$13.2M	-$522K	6	3.27%	Reduced
1647	PG Patten Group Chattanooga, Tennessee	$13.2M	+$2.14M	6	2.05%	Increased
1648	WWM WT Wealth Management Scottsdale, Arizona	$13.1M	+$2.03M	5	3.63%	Increased
1649	WDOM Wasserstein Debt Opportunities Management New York	$13.1M	+$12.5M	1	4.97%	New
1650	RBCM Raub Brock Capital Management Larkspur, California	$13.1M	-$2.77M	1	3.61%	Reduced