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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
1701	GLOBALT Investments Atlanta, Georgia	$12.4M	-$419K	3	0.42%	Reduced
1702	RIA Realta Investment Advisors Wilmington, Delaware	$12.4M	-$19.7K	4	3.87%	Reduced
1703	Caxton Associates (UK) London,	$12.4M	-$3.08M	8	0.23%	Reduced
1704	G GenTrust Miami, Florida	$12.4M	-$511K	1	0.48%	Reduced
1705	BRA Bender Robert & Associates Pasadena, California	$12.4M	+$70.4K	1	2.58%	Increased
1706	CFG Cambridge Financial Group Columbus, Ohio	$12.4M	-$568K	2	4.32%	Reduced
1707	PP Patten & Patten Chattanooga, Tennessee	$12.4M	-$1.06M	3	0.66%	Reduced
1708	WP WealthShield Partners Cary, North Carolina	$12.4M	-$1.67M	4	1.9%	Reduced
1709	TAM Third Avenue Management New York	$12.4M	-$7.24M	2	1.98%	Reduced
1710	GAM Griffin Asset Management New York	$12.3M	-$2.76M	3	1.3%	Reduced
1711	TWP Triad Wealth Partners Lawrence, Kansas	$12.3M	+$4.95M	6	0.73%	Increased
1712	CA Claro Advisors Boston, Massachusetts	$12.3M	+$448K	6	1.29%	Increased
1713	EWM EPG Wealth Management Atlanta, Georgia	$12.3M	+$1.23M	3	2.94%	Increased
1714	SWC Square Wave Capital Brooklyn, New York	$12.3M	-$11.9M	1	1.83%	Reduced
1715	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$12.3M	+$8.88M	6	0.92%	Increased
1716	RCA Riverview Capital Advisers Boston, Massachusetts	$12.2M	-$67.6K	1	3.51%	Reduced
1717	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$12.2M	+$908K	5	0.73%	Increased
1718	PCG Prosperity Consulting Group Owings Mills, Maryland	$12.2M	+$1.67M	4	0.46%	Increased
1719	CF Carlson Financial Canby, Oregon	$12.2M	+$1.09M	6	6.22%	Increased
1720	CFP Catalyst Financial Partners Boston, Massachusetts	$12.2M	+$220K	6	1.21%	Increased
1721	Smith Salley Wealth Management Greensboro, North Carolina	$12.2M	-$128K	3	0.53%	Reduced
1722	HA Hallstatt Advisors New York	$12.1M	+$3.74M	1	8.56%	Increased
1723	BP Bandera Partners New York	$12.1M	$0	1	4.28%	Maintained
1724	WAM Werlinich Asset Management Stamford, Connecticut	$12.1M	$0	1	4.64%	Maintained
1725	FLI Family Legacy Inc Greenville, South Carolina	$12.1M	-$155K	2	3.23%	Reduced