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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
1676	BSG Black Swift Group Boulder, Colorado	$12.7M	+$314K	2	1.84%	Increased
1677	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$12.7M	-$1.2M	5	2.44%	Reduced
1678	TIG Tribune Investment Group New York	$12.7M	-$6.5M	3	5.16%	Reduced
1679	OWIM Old West Investment Management Los Angeles, California	$12.7M	$0	1	1.35%	Maintained
1680	GPFA Game Plan Financial Advisors Westlake, Ohio	$12.7M	+$1.96M	3	4.72%	Increased
1681	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$12.7M	+$4.03M	6	0.67%	Increased
1682	RPC Rossmore Private Capital Glastonbury, Connecticut	$12.7M	+$1.11M	4	1.03%	Increased
1683	CAAS Capital Asset Advisory Services Williamston, Michigan	$12.7M	+$610K	4	0.46%	Increased
1684	SIS Sound Income Strategies Ft Lauderdale, Florida	$12.7M	+$266K	4	0.57%	Increased
1685	FBFS First Business Financial Services Madison, Wisconsin	$12.6M	+$209K	3	0.98%	Increased
1686	HI Hoey Investments Coatesville, Pennsylvania	$12.6M	+$197K	3	1.63%	Increased
1687	CT Colonial Trust Spartanburg, South Carolina	$12.6M	-$183K	10	1.6%	Reduced
1688	MAP Moody Aldrich Partners Marblehead, Massachusetts	$12.6M	+$2.24M	3	2.27%	Increased
1689	Duff & Phelps Investment Management Chicago, Illinois	$12.6M	-$7.76M	3	0.12%	Reduced
1690	DC Defender Capital Charlotte, North Carolina	$12.6M	+$1.65M	1	4.09%	Increased
1691	IPAM ICICI Prudential Asset Management Mumbai, India	$12.6M	-$14.7K	1	1.38%	Reduced
1692	GP Geneva Partners Lake Geneva, Wisconsin	$12.6M	+$1.66M	2	3.35%	Increased
1693	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$12.5M	-$396K	6	2.56%	Reduced
1694	Empyrean Capital Partners Los Angeles, California	$12.5M	-$34.2K	1	0.41%	Reduced
1695	TFS Thoroughbred Financial Services Brentwood, Tennessee	$12.5M	+$1.7M	7	0.6%	Increased
1696	SC Scholtz & Company Stamford, Connecticut	$12.5M	+$849K	3	6.25%	Increased
1697	Smithfield Trust Pittsburgh, Pennsylvania	$12.5M	-$148K	12	0.5%	Reduced
1698	LAM L2 Asset Management Wayland, Massachusetts	$12.5M	+$720K	5	1.3%	Increased
1699	PWP Prasad Wealth Partners Independence, Ohio	$12.5M	+$7.98M	3	3%	Increased
1700	VF Virtu Financial New York	$12.4M	-$5.41M	12	0.39%	Reduced