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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
1851	AWM AllSquare Wealth Management Albany, New York	$2K	$0	1	0%	Maintained
1852	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1K	$0	1	0%	Maintained
1853	BAMG Brand Asset Management Group Chesterfield, Missouri	$1K	$0	1	0%	Maintained
1854	IAS INR Advisory Services Media, Pennsylvania	$1K	+$21	1	0%	Increased
1855	KCM Karp Capital Management Sausalito, California	$1K	+$1.12K	1	0%	New
1856	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$75	2	0%	Increased
1857	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1858	ACA Ackerman Capital Advisors Dallas, Texas	$0	-$694K	0	–	Closed
1859	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$0	-$1.25M	0	–	Closed
1860	ARM Adirondack Research & Management Guilderland, New York	$0	-$26K	0	–	Closed
1861	ANBT American National Bank & Trust Wichita Falls, Texas	$0	-$10K	0	–	Closed
1862	AG Appleton Group Appleton, Wisconsin	$0	-$225K	0	–	Closed
1863	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	-$39K	0	–	Closed
1864	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$1.17M	0	–	Closed
1865	ASA Armstrong Shaw Associates New Canaan, Connecticut	$0	-$207K	0	–	Closed
1866	ArrowMark Colorado Holdings Denver, Colorado	$0	-$10.1M	0	–	Closed
1867	AIM Atlantic Investment Management New York	$0	-$728K	0	–	Closed
1868	Avantax Planning Partners Dubuque, Iowa	$0	-$257K	0	–	Closed
1869	ACM Axel Capital Management New York	$0	-$7.28M	0	–	Closed
1870	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$8.67M	0	–	Closed
1871	BA Ballew Advisors Jackson, Mississippi	$0	-$6K	0	–	Closed
1872	Banco Santander Madrid, Spain	$0	-$3.53M	0	–	Closed
1873	BHTS Bar Harbor Trust Services Ellsworth, Maine	$0	-$11.7M	0	–	Closed
1874	BCM BBT Capital Management Fort Worth, Texas	$0	-$1.12M	0	–	Closed
1875	BCM Beck Capital Management Austin, Texas	$0	-$481K	0	–	Closed