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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
1926	TCM Turas Capital Management Boston, Massachusetts	$9.62M	+$5.26M	4	4.42%	Increased
1927	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$9.6M	-$1.87M	2	2.81%	Reduced
1928	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$9.59M	+$5.28M	4	1.51%	Increased
1929	GSWM Greenup Street Wealth Management Ann Arbor, Michigan	$9.59M	+$908K	4	1.17%	Increased
1930	JCM Jacobi Capital Management Pittston, Pennsylvania	$9.59M	-$7.55M	4	0.47%	Reduced
1931	AAM Aureus Asset Management Boston, Massachusetts	$9.58M	+$125K	3	0.58%	Increased
1932	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$9.57M	-$8.43M	12	1.33%	Reduced
1933	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$9.55M	+$249K	5	0.51%	Increased
1934	GIM Gold Investment Management Edmonton, Alberta, Canada	$9.55M	+$670K	2	2.59%	Increased
1935	National Philanthropic Trust Jenkintown, Pennsylvania	$9.55M	+$478K	4	0.14%	Increased
1936	BBWA Bell & Brown Wealth Advisors Newport Beach, California	$9.52M	+$1.01M	2	2.88%	Increased
1937	QCM Qsemble Capital Management New York	$9.52M	+$4.88M	6	1.22%	Increased
1938	ATS Ashton Thomas Securities Rochester, New York	$9.52M	-$443K	4	1.41%	Reduced
1939	AP Advisors Preferred Rockville, Maryland	$9.52M	+$2.26M	3	1.47%	Increased
1940	NHT New Hampshire Trust Concord, New Hampshire	$9.51M	-$66.8K	3	1.79%	Reduced
1941	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$9.51M	-$1.4M	4	4.42%	Reduced
1942	MCF Advisors Covington, Kentucky	$9.5M	+$866K	14	0.34%	Increased
1943	TPI Trust Point Inc La Crosse, Wisconsin	$9.48M	-$38M	7	0.8%	Reduced
1944	PFG Prosperity Financial Group San Ramon, California	$9.48M	+$301K	4	2.94%	Increased
1945	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$9.47M	+$60.9K	3	2.12%	Increased
1946	PC Pecaut & Co Sioux City, Iowa	$9.47M	-$113K	1	2.88%	Reduced
1947	BO Bank OZK Little Rock, Arkansas	$9.46M	+$487K	2	2.81%	Increased
1948	FSA Fort Sheridan Advisors Highland Park, Illinois	$9.45M	+$64.2K	4	1.02%	Increased
1949	AHL Abel Hall LLC Baton Rouge, Louisiana	$9.44M	+$907K	12	1.63%	Increased
1950	NC Nitorum Capital New York	$9.42M	$0	1	6.41%	Maintained