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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
2576	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$334K	$0	1	0.15%	Maintained
2577	Check Capital Management Costa Mesa, California	$334K	$0	1	0.02%	Maintained
2578	GCMG Gyroscope Capital Management Group Naples, Florida	$334K	+$377K	1	0.13%	New
2579	HFAS Hummer Financial Advisory Services Chicago, Illinois	$334K	$0	1	0.32%	Maintained
2580	HC Hourglass Capital Houston, Texas	$332K	$0	1	0.08%	Maintained
2581	SMH Sanders Morris Harris Houston, Texas	$332K	$0	1	0.07%	Maintained
2582	HCM Hodges Capital Management Dallas, Texas	$331K	$0	1	0.05%	Maintained
2583	Mather Group Chicago, Illinois	$331K	+$17.7K	1	0.01%	Increased
2584	ST Somerset Trust Somerset, Pennsylvania	$331K	+$8.13K	1	0.14%	Increased
2585	BFG Bouchey Financial Group Troy, New York	$330K	-$159K	1	0.05%	Reduced
2586	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$328K	-$56.2K	6	0.06%	Reduced
2587	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$327K	+$117K	1	0.06%	Increased
2588	RBCM Raub Brock Capital Management Larkspur, California	$327K	$0	1	0.05%	Maintained
2589	CCM Canal Capital Management Richmond, Virginia	$326K	+$6.03K	1	0.11%	Increased
2590	SCP Syntal Capital Partners Midland, Texas	$325K	-$2.14M	1	0.12%	Reduced
2591	HI Hudock Inc Williamsport, Pennsylvania	$323K	+$39.8K	9	0.1%	Increased
2592	RMC Resources Management Corp West Hartford, Connecticut	$322K	+$42.2K	2	0.05%	Increased
2593	CBA Coastal Bridge Advisors Westport, Connecticut	$321K	+$3.77K	1	0.06%	Increased
2594	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$321K	+$645	4	0.07%	Increased
2595	IA IFS Advisors Overland Park, Kansas	$321K	-$36.9K	1	0.25%	Reduced
2596	LGWM Litman Gregory Wealth Management Larkspur, California	$321K	-$7.53K	1	0.06%	Reduced
2597	PA Paragon Advisors College Station, Texas	$321K	+$362K	1	0.18%	New
2598	MCC Money Concepts Capital Palm Beach Gardens, Florida	$319K	-$415K	1	0.03%	Reduced
2599	IA IAM Advisory Easton, Pennsylvania	$318K	-$284K	1	0.14%	Reduced
2600	RFO RiverGlades Family Offices Naples, Florida	$318K	$0	1	0.26%	Maintained