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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
1976	PT Plimoth Trust Plymouth, Massachusetts	$9.21M	+$39.1K	2	1.84%	Increased
1977	GBA Garrison Bradford & Associates New York	$9.2M	-$2.08M	1	9.98%	Reduced
1978	SA Strategic Advisors New York	$9.17M	-$10.2M	3	2.01%	Reduced
1979	RA Rubicon Advisors Redding, California	$9.14M	-$201K	1	6.66%	Reduced
1980	NIP Norwood Investment Partners Mill Valley, California	$9.13M	+$6.26M	1	12.61%	Increased
1981	CFP Cascade Financial Partners San Diego, California	$9.13M	+$59.9K	3	0.79%	Increased
1982	WC Westerkirk Capital Victoria,	$9.13M	$0	2	0.88%	Maintained
1983	OFG Oxford Financial Group Carmel, Indiana	$9.12M	-$310K	5	0.46%	Reduced
1984	SAA Southeast Asset Advisors Thomasville, Georgia	$9.1M	+$2.06M	5	0.92%	Increased
1985	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$9.1M	+$134K	3	1.87%	Increased
1986	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$9.09M	+$2.57M	4	0.88%	Increased
1987	TW TritonPoint Wealth Chevy Chase, Maryland	$9.08M	-$381K	5	0.89%	Reduced
1988	WA Wealth Alliance Mellville, New York	$9.08M	-$338K	5	0.76%	Reduced
1989	KIG Kessler Investment Group Columbus, Indiana	$9.08M	-$147K	1	3.88%	Reduced
1990	Aristotle Atlantic Partners Sarasota, Florida	$9.07M	-$2.15M	2	0.38%	Reduced
1991	MCM McKinney Capital Management Houston, Texas	$9.06M	+$6.22M	3	3.57%	Increased
1992	AIM Axiom Investment Management New York	$9.06M	-$33.2K	4	6.06%	Reduced
1993	DIM Delta Investment Management San Francisco, California	$9.06M	+$541K	6	1.49%	Increased
1994	Douglas Lane & Associates New York	$9.05M	-$686K	5	0.12%	Reduced
1995	PWM Purus Wealth Management Newport Beach, California	$9.01M	+$202K	4	2.48%	Increased
1996	SPFA Summit Place Financial Advisors Summit, New Jersey	$9.01M	-$763K	1	3.95%	Reduced
1997	EAM EdenTree Asset Management London, United Kingdom	$8.99M	-$1.41M	1	2.74%	Reduced
1998	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$8.99M	+$2.41M	4	8.82%	Increased
1999	TC TwinBeech Capital Purchase, New York	$8.97M	+$4.38M	4	1.62%	Increased
2000	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$8.96M	+$564K	5	1.31%	Increased