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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
1876	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$117K	+$13.4K	4	0.05%	Increased
1877	RCM Riverpark Capital Management New York	$114K	$0	1	0.1%	Maintained
1878	ACM Axel Capital Management New York	$105K	+$81.3K	1	0.13%	New
1879	SCM Silvant Capital Management Atlanta, Georgia	$102K	$0	1	0.02%	Maintained
1880	LWM Lenox Wealth Management Cincinnati, Ohio	$101K	+$51.5K	2	0.03%	Increased
1881	GFPC Global Financial Private Client Sarasota, Florida	$101K	+$93.5K	4	0.08%	New
1882	Capula Management Grand Cayman, Cayman Islands	$100K	+$78.1K	1	0%	New
1883	Larson Financial Group St Louis, Missouri	$100K	-$7.81K	2	0.06%	Reduced
1884	LS Leelyn Smith Geneva, Illinois	$100K	+$87K	2	0.05%	New
1885	NCM New Capital Management Houston, Texas	$97K	$0	2	0.16%	Maintained
1886	PO Private Ocean San Rafael, California	$97K	-$1K	1	0.02%	Reduced
1887	HWM HighMark Wealth Management St. Paul, Minnesota	$95K	+$76.4K	2	0.1%	New
1888	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$94.2K	-$3.55K	2	0.04%	Reduced
1889	HFS HBC Financial Services Seattle, Washington	$94K	+$65.1K	1	0.08%	New
1890	SAM S.A. Mason Holland, Michigan	$94K	+$84.8K	2	0.09%	New
1891	TIM Tortoise Investment Management White Plains, New York	$92K	-$6.36K	3	0.02%	Reduced
1892	CAL Capital Advisors Ltd Shaker Heights, Ohio	$91K	$0	4	0.02%	Maintained
1893	QCMC Quantum Capital Management (California) San Francisco, California	$89K	$0	1	0.04%	Maintained
1894	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$88K	-$11.4K	3	0.06%	Reduced
1895	Heritage Wealth Advisors Richmond, Virginia	$87.9K	$0	3	0.01%	Maintained
1896	EIP Ellis Investment Partners Berwyn, Pennsylvania	$87K	-$23.3K	2	0.03%	Reduced
1897	Balentine LLC Atlanta, Georgia	$86K	+$28.9K	4	0%	Increased
1898	CCA Column Capital Advisors Indianapolis, Indiana	$86K	+$76K	6	0.04%	New
1899	AA AlphaMark Advisors Ft. Wright, Kentucky	$85K	-$11.4K	2	0.04%	Reduced
1900	MCM MV Capital Management Bethesda, Maryland	$84K	$0	1	0.02%	Maintained