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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
2601	DIA Dean Investment Associates Beavercreek, Ohio	$5.07M	-$915K	1	0.67%	Reduced
2602	MC Matisse Capital Portland, Oregon	$5.07M	$0	3	2.03%	Maintained
2603	SG Sherry Group Mountain Home, Arkansas	$5.07M	+$95.1K	1	4.95%	Increased
2604	CHAM Clear Harbor Asset Management Stamford, Connecticut	$5.07M	-$88.8K	5	0.31%	Reduced
2605	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$5.06M	$0	1	0.9%	Maintained
2606	LSA Lansing Street Advisors Ambler, Pennsylvania	$5.06M	-$1.24K	3	1.07%	Reduced
2607	SI Seeds Investor New York	$5.06M	+$269K	4	0.52%	Increased
2608	SWM Stockman Wealth Management Billings, Montana	$5.06M	+$4.07M	3	0.52%	Increased
2609	AWM Activest Wealth Management Aventure, Florida	$5.04M	-$1.5M	9	0.97%	Reduced
2610	APW Aventura Private Wealth Aventura, Florida	$5.04M	+$657K	7	1.55%	Increased
2611	LA Lifeworks Advisors Grand Rapids, Michigan	$5.03M	-$723K	3	0.53%	Reduced
2612	IIL Income Insurance Ltd Singapore,	$5.03M	+$132K	3	3%	Increased
2613	CCM Condor Capital Management Martinsville, New Jersey	$5.03M	+$24.6K	3	0.38%	Increased
2614	NPA Nichols & Pratt Advisers Boston, Massachusetts	$5.03M	-$49.3K	2	0.31%	Reduced
2615	CM Cercano Management Bellevue, Washington	$5.03M	-$48.8M	3	0.67%	Reduced
2616	BSAM Blue Square Asset Management New York	$5.01M	+$67.2K	1	2.03%	Increased
2617	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$5.01M	+$529K	6	0.13%	Increased
2618	I INVST Indianapolis, Indiana	$5M	+$195K	3	0.49%	Increased
2619	WAG Winthrop Advisory Group Boston, Massachusetts	$5M	+$202K	3	0.34%	Increased
2620	VWM VCI Wealth Management St Louis, Missouri	$5M	+$351K	1	1.25%	Increased
2621	BCB Brian C. Broderick	$5M	+$186K	1	0.77%	Increased
2622	NFGCM Norman Fields Gottscho Capital Management New York	$4.99M	-$33.9K	2	1.51%	Reduced
2623	PL Parthenon LLC Louisville, Kentucky	$4.99M	-$31.6K	2	0.52%	Reduced
2624	AOWM Asset One Wealth Management Bellevue, Washington	$4.99M	+$1.11M	4	0.53%	Increased
2625	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.99M	-$4.89M	2	1.15%	Reduced