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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
1801	PFM Parsec Financial Management Asheville, North Carolina	$218K	+$169K	1	0.01%	New
1802	ZB Zions Bancorporation Salt Lake City, Utah	$218K	+$8.54K	6	0.03%	Increased
1803	SC Steph & Co Marinette, Wisconsin	$217K	+$203K	1	0.18%	New
1804	SFSIG San Francisco Sentry Investment Group San Francisco, California	$216K	+$23.2K	4	0.1%	Increased
1805	VCM Versant Capital Management Phoenix, Arizona	$215K	-$4.71K	12	0.11%	Reduced
1806	Circle Wealth Management Summit, New Jersey	$214K	+$167K	1	0.04%	New
1807	SC Sepio Capital Salt Lake City, Utah	$214K	-$61.7K	1	0.02%	Reduced
1808	SAM Symphony Asset Management San Francisco, California	$214K	+$192K	1	0.05%	New
1809	PC Port Capital Chicago, Illinois	$213K	-$246K	1	0.02%	Reduced
1810	S Seeyond Paris, France	$211K	$0	1	0.02%	Maintained
1811	WCA Westover Capital Advisors Wilmington, Delaware	$211K	+$217K	1	0.09%	New
1812	Apollon Wealth Management Mount Pleasant, South Carolina	$210K	+$130K	1	0.19%	New
1813	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$209K	+$163K	1	0.02%	New
1814	CCP Cardan Capital Partners Denver, Colorado	$209K	+$163K	1	0.03%	New
1815	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$209K	+$166K	1	0.01%	New
1816	SIC Sigma Investment Counselors Northville, Michigan	$209K	+$163K	1	0.02%	New
1817	SFS Strategic Financial Services Utica, New York	$209K	+$163K	1	0.02%	New
1818	MCM Murphy Capital Management Bedminster, New Jersey	$208K	+$195K	1	0.03%	New
1819	CGA Crescent Grove Advisors Lake Forest, Illinois	$207K	+$161K	1	0.04%	New
1820	HCMNY Howard Capital Management (New York) New York	$207K	+$161K	1	0.03%	New
1821	London Company of Virginia Richmond, Virginia	$207K	+$161K	1	0%	New
1822	DCM Dimension Capital Management Coral Gables, Florida	$206K	+$160K	1	0.06%	New
1823	FIM Freedom Investment Management Hartford, Connecticut	$206K	-$504K	1	0.02%	Reduced
1824	Brinker Capital Investments Berwyn, Pennsylvania	$205K	-$10.2K	3	0.01%	Reduced
1825	ZIG Zuckerman Investment Group Chicago, Illinois	$205K	+$159K	1	0.04%	New