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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	CA Centerpoint Advisors Needham, Massachusetts	$289K	+$50.2K	3	0.19%	Increased
2602	OFS OneAscent Financial Services Birmingham, Alabama	$289K	+$209K	1	0.31%	New
2603	One Capital Management Westlake Village, California	$289K	-$33.8K	1	0.03%	Reduced
2604	RIS Retirement Income Solutions Ann Arbor, Michigan	$289K	+$209K	1	0.1%	New
2605	WCA Westover Capital Advisors Wilmington, Delaware	$289K	-$108K	1	0.1%	Reduced
2606	HC Hourglass Capital Houston, Texas	$288K	-$340K	1	0.09%	Reduced
2607	SMH Sanders Morris Harris Houston, Texas	$288K	+$56.2K	1	0.07%	Increased
2608	LS Leelyn Smith Geneva, Illinois	$287K	+$101K	3	0.09%	Increased
2609	VBFG Vishria Bird Financial Group Memphis, Tennessee	$285K	+$207K	1	0.16%	New
2610	CIAS CFS Investment Advisory Services Totowa, New Jersey	$284K	+$206K	1	0.05%	New
2611	FAT First American Trust Santa Ana, California	$284K	+$206K	1	0.05%	New
2612	AA AF Advisors Sacramento, California	$283K	+$204K	1	0.14%	New
2613	CAM Covenant Asset Management Chester, New Jersey	$283K	+$266K	1	0.09%	New
2614	MIM Merrion Investment Management Cranford, New Jersey	$283K	+$208K	2	0.24%	New
2615	AP Adero Partners Pleasanton, California	$282K	-$1.23M	1	0.24%	Reduced
2616	JF JSF Financial Los Angeles, California	$282K	+$205K	1	0.2%	New
2617	PA Parkside Advisors Berkeley, California	$282K	+$205K	1	0.11%	New
2618	WPP Whalerock Point Partners Providence, Rhode Island	$282K	+$205K	1	0.13%	New
2619	TNA True North Advisors Dallas, Texas	$281K	+$204K	1	0.07%	New
2620	HCM Hodges Capital Management Dallas, Texas	$280K	-$225K	1	0.04%	Reduced
2621	MF Manchester Financial Westlake Village, California	$280K	-$10.1K	5	0.17%	Reduced
2622	VI Versor Investments New York	$280K	-$1.91M	1	0.02%	Reduced
2623	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$279K	+$202K	1	0.17%	New
2624	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$279K	+$203K	1	0.07%	New
2625	TCWM Total Clarity Wealth Management St. Charles, Illinois	$275K	+$200K	1	0.19%	New