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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
2401	CFIA Cantor Fitzgerald Investment Advisors New York	$5.99M	-$530K	3	0.4%	Reduced
2402	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$5.99M	-$2.11M	5	0.23%	Reduced
2403	WAM Walker Asset Management Verona, Missouri	$5.98M	+$11.9K	2	3.01%	Increased
2404	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$5.97M	+$5.19M	1	0.96%	New
2405	CAM Claret Asset Management Montreal, Quebec, Canada	$5.96M	-$419K	7	0.64%	Reduced
2406	BA Bellwether Advisors Lincoln, Nebraska	$5.95M	+$4.95M	4	0.88%	Increased
2407	HCM Highview Capital Management Buffalo Grove, Illinois	$5.95M	-$814K	3	1.71%	Reduced
2408	LCA Legend Capital Advisors New York	$5.95M	-$328K	1	3.24%	Reduced
2409	CWM CCG Wealth Management San Diego, California	$5.94M	+$96.4K	2	1.38%	Increased
2410	IA IAM Advisory Easton, Pennsylvania	$5.94M	+$1.32M	4	1.16%	Increased
2411	HG Herbst Group Westport, Connecticut	$5.93M	-$919K	1	3.23%	Reduced
2412	ISWM Independent Solutions Wealth Management Williamsville, New York	$5.93M	+$510K	4	0.77%	Increased
2413	SF Sun Financial Midvale, Utah	$5.93M	-$468K	4	2.8%	Reduced
2414	RIM Redwood Investment Management Scottsdale, Arizona	$5.92M	+$1.41M	4	0.59%	Increased
2415	VGDSS VUB Generali dochodkova spravcovska spolocnost Bratislava,	$5.91M	$0	2	4.08%	Maintained
2416	PIA Prakash Investment Advisors Andover, Massachusetts	$5.91M	-$810K	2	3.39%	Reduced
2417	CAM Cacti Asset Management Atlanta, Georgia	$5.9M	$0	1	0.3%	Maintained
2418	HWMO Heritage Wealth Management (Ohio) Cincinnati, Ohio	$5.89M	-$159K	4	1.47%	Reduced
2419	MCM Mainstream Capital Management Los Angeles, California	$5.89M	+$239K	3	3.55%	Increased
2420	MPA Marvin & Palmer Associates Wilmington, Delaware	$5.89M	+$1.55M	1	3.71%	Increased
2421	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$5.88M	+$471K	4	0.32%	Increased
2422	WI Wealth Intelligence Columbus, Georgia	$5.88M	-$187K	2	2.73%	Reduced
2423	FFA Founders Financial Alliance Raleigh, North Carolina	$5.88M	-$453K	4	0.78%	Reduced
2424	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$5.88M	+$2.06M	4	1.18%	Increased
2425	GEA Glen Eagle Advisors Kingston, New Jersey	$5.87M	+$974K	7	0.74%	Increased