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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
1776	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1K	-$1K	1	0%	Reduced
1777	FCT Family Capital Trust Peabody, Massachusetts	$1K	$0	1	0%	Maintained
1778	IAS INR Advisory Services Media, Pennsylvania	$1K	$0	1	0%	Maintained
1779	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1K	+$1.65K	1	0%	New
1780	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$122	2	0%	Increased
1781	RCG Ruggie Capital Group Tavares, Florida	$1K	$0	1	0%	Maintained
1782	Advent Capital Management New York	$0	-$3.95M	0	–	Closed
1783	ACM Alpha Capital Management Austin, Texas	$0	-$256K	0	–	Closed
1784	Alphadyne Asset Management New York	$0	-$4.12M	0	–	Closed
1785	APC Alta Park Capital San Francisco, California	$0	-$5.6M	0	–	Closed
1786	AFM Anson Funds Management Dallas, Texas	$0	-$321K	0	–	Closed
1787	AQR Arbitrage Greenwich, Connecticut	$0	-$22.4M	0	–	Closed
1788	ACM Armbruster Capital Management Pittsford, New York	$0	-$6K	0	–	Closed
1789	ACM Ativo Capital Management Chicago, Illinois	$0	-$1.9M	0	–	Closed
1790	BO Bach Option Wanchai, Hong Kong	$0	-$233K	0	–	Closed
1791	BPB Badgley, Phelps & Bell Seattle, Washington	$0	-$204K	0	–	Closed
1792	Balentine LLC Atlanta, Georgia	$0	-$2.5M	0	–	Closed
1793	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$0	-$203K	0	–	Closed
1794	BCM Beck Capital Management Austin, Texas	$0	-$690K	0	–	Closed
1795	Boston Financial Management Boston, Massachusetts	$0	-$3.73M	0	–	Closed
1796	Brandes Investment Partners La Jolla, California	$0	-$45K	0	–	Closed
1797	BWM Buckley Wealth Management Las Vegas, Nevada	$0	-$276K	0	–	Closed
1798	CM Capital Management Glen Allen, Virginia	$0	-$237K	0	–	Closed
1799	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$0	-$244K	0	–	Closed
1800	CC Carve Capital Stockholm, Sweden	$0	-$4K	0	–	Closed