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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
2501	KCM Kids Capital Management Los Angeles, California	$5.54M	+$5.24M	1	4.35%	New
2502	CAM Concorde Asset Management Ann Arbor, Michigan	$5.54M	-$227K	2	3.2%	Reduced
2503	MCP Mirador Capital Partners Pleasanton, California	$5.54M	+$2.47M	2	0.68%	Increased
2504	HL HeadInvest LLC Portland, Maine	$5.53M	+$30.3K	3	1.03%	Increased
2505	MFC Mechanics Financial Corp Mansfield, Ohio	$5.52M	-$43.7K	5	1.98%	Reduced
2506	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$5.52M	+$436K	8	1.12%	Increased
2507	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$5.52M	-$63.3K	2	1.86%	Reduced
2508	BLC Blue Line Capital Chicago, Illinois	$5.51M	+$772K	4	4.59%	Increased
2509	ACS Archford Capital Strategies Swansea, Illinois	$5.5M	-$321K	4	0.56%	Reduced
2510	SI Stonekeep Investments Sante Fe, New Mexico	$5.5M	+$230K	2	3.2%	Increased
2511	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$5.49M	-$3.39M	1	0.03%	Reduced
2512	I InceptionR Lafayette, California	$5.49M	+$1.92M	8	1.35%	Increased
2513	CWI Conscious Wealth Investments Coral Gables, Florida	$5.49M	-$72.5K	2	2.82%	Reduced
2514	NWWA New Wave Wealth Advisors Springdale, Arkansas	$5.48M	+$728K	4	1.49%	Increased
2515	CBT Central Bank & Trust Lexington, Kentucky	$5.48M	+$247K	4	0.78%	Increased
2516	3IP 3Chopt Investment Partners Richmond, Virginia	$5.47M	+$790K	3	1.03%	Increased
2517	PCM Pincus Capital Management New York	$5.47M	$0	3	3.26%	Maintained
2518	WFI West Family Investments Carlsbad, California	$5.46M	+$1.17M	5	1.58%	Increased
2519	CNWM Clay Northam Wealth Management Huntington Beach, California	$5.46M	+$196K	2	2.69%	Increased
2520	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$5.46M	+$41.4K	4	16.92%	Increased
2521	PBC Pavion Blue Capital Newport Beach, California	$5.46M	-$36.7K	1	2.2%	Reduced
2522	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$5.45M	+$3.87M	4	0.37%	Increased
2523	GAA Guardian Asset Advisors Mechanicsburg, Pennsylvania	$5.44M	+$1.03M	3	2.51%	Increased
2524	RA Rockingstone Advisors Great Barrington, Massachusetts	$5.43M	+$2.08K	2	2.18%	Increased
2525	PAM PVG Asset Management Golden, Colorado	$5.43M	+$194K	2	3.13%	Increased