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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
2076	QL Quarry LP New York	$8.23M	+$7.7M	28	0.68%	Increased
2077	LCM Landscape Capital Management Englewood, New Jersey	$8.22M	+$2.52M	6	0.53%	Increased
2078	MCM McDonough Capital Management Orlando, Florida	$8.2M	+$244K	1	4.1%	Increased
2079	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$8.19M	+$157K	4	1.23%	Increased
2080	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$8.18M	+$26.6K	4	0.92%	Increased
2081	MCM Marathon Capital Management Hunt Valley, Maryland	$8.18M	+$470K	4	1.66%	Increased
2082	HW Hamilton Wealth Encino, California	$8.18M	+$4.8M	2	1.5%	Increased
2083	PSP Principal Street Partners Memphis, Tennessee	$8.17M	+$229K	7	1.2%	Increased
2084	DC DeDora Capital Napa, California	$8.16M	+$97.6K	3	1.77%	Increased
2085	BCM Bienville Capital Management New York	$8.16M	+$344K	1	1.09%	Increased
2086	Klingman & Associates New York	$8.16M	+$146K	4	0.35%	Increased
2087	PCM Polymer Capital Management New York	$8.15M	-$3.82M	11	1.08%	Reduced
2088	Dymon Asia Capital (Singapore) Singapore	$8.14M	-$2.31M	3	0.34%	Reduced
2089	FCM Fire Capital Management San Francisco, California	$8.12M	+$1.38M	2	3.31%	Increased
2090	FHC First Horizon Corporation Memphis, Tennessee	$8.11M	+$464K	15	0.31%	Increased
2091	GF Goodman Financial Houston, Texas	$8.1M	+$7.67M	1	1.25%	New
2092	WWM Westwood Wealth Management Los Angeles, California	$8.09M	-$822K	1	2.35%	Reduced
2093	CT Chicago Trust Grayslake, Illinois	$8.06M	+$329K	7	1.17%	Increased
2094	MA Menlo Advisors Menlo Park, California	$8.05M	$0	1	3.53%	Maintained
2095	DF Donoghue Forlines Boston, Massachusetts	$8.04M	+$6.31M	3	2.08%	Increased
2096	SICM Sustainable Insight Capital Management New York	$8.03M	-$4.59M	2	3.44%	Reduced
2097	TSS Two Sigma Securities New York	$8.01M	-$6.31M	13	0.69%	Reduced
2098	BEC Blue Edge Capital Richmond, Virginia	$8.01M	-$56K	2	0.96%	Reduced
2099	MWM Massachusetts Wealth Management North Andover, Massachusetts	$7.99M	+$35.7K	2	3.04%	Increased
2100	OL Odyssean LLC Darien, Connecticut	$7.98M	+$4.39M	8	1.3%	Increased