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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
2276	6CM 683 Capital Management New York	$6.79M	+$650K	1	0.33%	Increased
2277	FIC FCG Investment Company Germantown, Tennessee	$6.79M	+$2.17M	4	2.35%	Increased
2278	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$6.79M	+$62.7K	2	1.96%	Increased
2279	AWP Abacus Wealth Partners Santa Monica, California	$6.78M	-$3.02M	8	0.71%	Reduced
2280	SCM Scopia Capital Management New York	$6.78M	-$209K	1	6.07%	Reduced
2281	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$6.78M	+$155K	4	1.06%	Increased
2282	GA GoalVest Advisory New York	$6.77M	-$415K	5	1.26%	Reduced
2283	WG Watchman Group Plano, Texas	$6.75M	-$22.7K	1	1.51%	Reduced
2284	First Merchants Corp Muncie, Indiana	$6.75M	+$4.73M	5	0.24%	Increased
2285	OPA Old Port Advisors Portland, Maine	$6.73M	+$1.51M	5	1.33%	Increased
2286	TF Tompkins Financial Ithaca, New York	$6.73M	-$526K	5	0.47%	Reduced
2287	T TOBAM Paris, France	$6.71M	-$237K	3	1.63%	Reduced
2288	MW Marble Wealth Montgomery, Alabama	$6.71M	-$1.6M	4	1.03%	Reduced
2289	HRC Hoertkorn Richard Charles	$6.7M	-$113K	2	4.49%	Reduced
2290	KFP KMG Fiduciary Partners Toledo, Ohio	$6.7M	+$1.59M	3	0.62%	Increased
2291	TA Teton Advisors Rye, New York	$6.68M	-$1.2M	2	3.86%	Reduced
2292	WCM Weaver Capital Management Suwanee, Georgia	$6.67M	$0	3	1.47%	Maintained
2293	BCM Bannerstone Capital Management Wayzata, Minnesota	$6.67M	+$282K	5	5.6%	Increased
2294	HVIA Hudson Valley Investment Advisors Goshen, New York	$6.66M	-$1.1M	3	0.81%	Reduced
2295	WR WD Rutherford Portland, Oregon	$6.65M	-$62.3K	1	2.41%	Reduced
2296	RPA Rock Point Advisors Burlington, Vermont	$6.65M	-$3.22K	2	1.63%	Reduced
2297	RA Range Advisory Mclean, Virginia	$6.64M	+$2.62M	3	0.79%	Increased
2298	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$6.64M	-$54.7K	3	0.59%	Reduced
2299	ArrowMark Colorado Holdings Denver, Colorado	$6.62M	+$1.09M	1	0.28%	Increased
2300	WSC Wellington Shields & Co New York	$6.6M	+$750K	8	1.48%	Increased