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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
2226	WOC West Oak Capital Westlake Village, California	$4K	+$3.25K	1	0%	New
2227	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3K	-$1.54K	2	0%	Reduced
2228	SLF Sun Life Financial Toronto, Ontario, Canada	$3K	$0	1	0%	Maintained
2229	SFSG Stearns Financial Services Group Greensboro, North Carolina	$2K	-$47.1K	1	0%	Reduced
2230	BAMG Brand Asset Management Group Chesterfield, Missouri	$1K	$0	1	0%	Maintained
2231	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
2232	Sageworth Trust Lancaster, Pennsylvania	$1K	+$1.07K	1	0%	New
2233	WAMC Western Asset Management Company Pasadena, California	$1K	-$154	1	0%	Reduced
2234	WIM Westside Investment Management Santa Monica, California	$200	-$199K	1	0%	Reduced
2235	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$1.07M	0	–	Closed
2236	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$0	-$70K	0	–	Closed
2237	ACA Ackerman Capital Advisors Dallas, Texas	$0	-$233K	0	–	Closed
2238	AlphaCore Capital La Jolla, California	$0	-$222K	0	–	Closed
2239	AG AlphaSimPlex Group Boston, Massachusetts	$0	-$292K	0	–	Closed
2240	AAM Alpine Associates Management Palm Beach, Florida	$0	-$11.8M	0	–	Closed
2241	AC Arjuna Capital Durham, North Carolina	$0	-$819K	0	–	Closed
2242	AP Arlington Partners Birmingham, Alabama	$0	-$5K	0	–	Closed
2243	AIP ARS Investment Partners New York	$0	-$7.55M	0	–	Closed
2244	Artisan Partners Milwaukee, Wisconsin	$0	-$13.1M	0	–	Closed
2245	Aspex Management (HK) Central, Hong Kong	$0	-$21M	0	–	Closed
2246	BII Bainco International Investors Boston, Massachusetts	$0	-$10K	0	–	Closed
2247	Banco Santander Madrid, Spain	$0	-$2.02M	0	–	Closed
2248	BCP Bayberry Capital Partners New York	$0	-$3.21M	0	–	Closed
2249	BP BBR Partners New York	$0	-$159K	0	–	Closed
2250	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$0	-$2.56M	0	–	Closed