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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
2326	RIM Rampart Investment Management Hartford, Connecticut	$190K	-$1.32M	2	0.12%	Reduced
2327	MF Manchester Financial Westlake Village, California	$188K	+$38.5K	4	0.14%	Increased
2328	CA Centerpoint Advisors Needham, Massachusetts	$187K	$0	2	0.14%	Maintained
2329	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$187K	$0	1	0.02%	Maintained
2330	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$184K	+$51.6K	2	0.1%	Increased
2331	NCM New Capital Management Houston, Texas	$183K	+$9.21K	1	0.2%	Increased
2332	UFF USA Financial Formulas Ada, Michigan	$181K	+$164K	1	0.14%	New
2333	CFG Capstone Financial Group Oklahoma City, Oklahoma	$180K	-$346K	2	0.14%	Reduced
2334	C Cerebellum San Francisco, California	$180K	-$249K	3	0.84%	Reduced
2335	ED Exane Derivatives Paris, France	$179K	+$117K	5	0.05%	Increased
2336	MCF Advisors Covington, Kentucky	$178K	+$38.3K	3	0.02%	Increased
2337	ACM Argyle Capital Management Center Valley, Pennsylvania	$177K	$0	1	0.07%	Maintained
2338	FP Financial Perspectives Minneapolis, Minnesota	$171K	$0	4	0.11%	Maintained
2339	ICM Islay Capital Management Lubbock, Texas	$168K	+$168K	3	0.17%	New
2340	CB CNB Bank Clearfield, Pennsylvania	$160K	+$44.3K	2	0.13%	Increased
2341	CFO CVA Family Office Denver, Colorado	$160K	+$50.9K	2	0.12%	Increased
2342	AFIA America First Investment Advisors Omaha, Nebraska	$159K	$0	1	0.05%	Maintained
2343	HB Horizon Bancorp Michigan City, Indiana	$157K	-$12.4K	2	0.22%	Reduced
2344	Carmignac Gestion Paris, France	$153K	-$1.63M	1	0%	Reduced
2345	BWM BNC Wealth Management Beaverton, Oregon	$152K	+$126K	2	0.11%	New
2346	Heritage Wealth Advisors Richmond, Virginia	$151K	-$41K	2	0.02%	Reduced
2347	ME McIlrath & Eck Arlington, Washington	$149K	+$37.5K	3	0.06%	Increased
2348	BCP Blue Chip Partners Farmington Hills, Michigan	$148K	+$122K	1	0.03%	New
2349	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$147K	+$11K	2	0.1%	Increased
2350	CX Institutional Auburn, Indiana	$147K	+$23K	4	0.02%	Increased