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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
1826	1C 111 Capital Paris, France	$10.9M	+$2.88M	6	1.87%	Increased
1827	AFG ABLE Financial Group Scottsdale, Arizona	$10.9M	+$928K	4	1.82%	Increased
1828	PCS Personal CFO Solutions Chester, New Jersey	$10.9M	+$864K	8	1.57%	Increased
1829	HA Huntleigh Advisors St. Louis, Missouri	$10.8M	+$1.03M	6	1.52%	Increased
1830	TWP Tyche Wealth Partners Plano, Texas	$10.8M	+$92.4K	2	1.52%	Increased
1831	MAM Mystic Asset Management Warwick, Rhode Island	$10.8M	-$264K	3	2.32%	Reduced
1832	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$10.8M	-$766K	2	0.65%	Reduced
1833	WPC White Pine Capital Bloomington, Minnesota	$10.8M	-$529K	4	2.56%	Reduced
1834	CCM Candelo Capital Management New York	$10.8M	-$1.31M	2	6.67%	Reduced
1835	Douglass Winthrop Advisors New York	$10.8M	+$659K	4	0.19%	Increased
1836	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$10.8M	+$437K	3	2.89%	Increased
1837	CCM Crestwood Capital Management New York	$10.8M	-$3.98M	1	7.06%	Reduced
1838	IFG Advisory Atlanta, Georgia	$10.8M	+$10.1M	11	0.38%	Increased
1839	RBF Capital San Francisco, California	$10.7M	$0	4	0.45%	Maintained
1840	BG Bollard Group Boston, Massachusetts	$10.7M	-$4.36M	3	0.33%	Reduced
1841	SMTF Sphera Management Technology Funds Tel Aviv, Israel	$10.7M	+$736K	1	3.74%	Increased
1842	Robertson Stephens Wealth Management San Francisco, California	$10.7M	-$433K	5	0.26%	Reduced
1843	NC NovaPoint Capital Atlanta, Georgia	$10.7M	+$1.6M	3	2.22%	Increased
1844	BCM Brasada Capital Management Houston, Texas	$10.7M	-$700	4	1.91%	Reduced
1845	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$10.7M	+$10.1M	2	0.39%	New
1846	DF Dent & Co Baltimore, Maryland	$10.7M	+$11M	6	0.2%	Increased
1847	MYA Meiji Yasuda America New York	$10.6M	+$1.86M	2	1.78%	Increased
1848	FGC Financial Gravity Companies Lakeway, Texas	$10.6M	+$10M	7	1.72%	New
1849	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$10.6M	+$8.61M	4	1.4%	Increased
1850	QC Quent Capital New York	$10.6M	+$356K	13	0.65%	Increased