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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	HC Hamilton Capital Columbus, Ohio	$317K	+$5.27K	1	0.03%	Increased
2602	TCM TD Capital Management Memphis, Tennessee	$316K	$0	2	0.04%	Maintained
2603	FA Fermata Advisors Sonoma, California	$315K	+$355K	1	0.27%	New
2604	FI FormulaFolio Investments Grand Rapids, Michigan	$315K	-$16.4M	1	0.1%	Reduced
2605	HCM Hengehold Capital Management Cincinnati, Ohio	$315K	-$62.5K	1	0.04%	Reduced
2606	RWM Reston Wealth Management Reston, Virginia	$315K	-$88.9K	1	0.17%	Reduced
2607	GCIA Gabelli & Co Investment Advisers Rye, New York	$314K	$0	1	0.04%	Maintained
2608	SLF Sun Life Financial Toronto, Ontario, Canada	$314K	+$8.96K	2	0.03%	Increased
2609	BBL Beck Bode LLC Dedham, Massachusetts	$313K	+$353K	1	0.1%	New
2610	TWP Total Wealth Planning Cincinnati, Ohio	$313K	-$5.27K	1	0.13%	Reduced
2611	FEM Fulcrum Equity Management Plano, Texas	$312K	+$14.3K	1	0.12%	Increased
2612	JBA Johnson Bixby & Associates Vancouver, Washington	$312K	-$121K	1	0.1%	Reduced
2613	SFP Sterling Financial Planning Sparta, New Jersey	$311K	-$37.7K	1	0.22%	Reduced
2614	PFM Premier Fund Managers Guildford, United Kingdom	$310K	+$288K	1	0.01%	New
2615	RT Rockland Trust Hanover, Massachusetts	$310K	+$30.1K	1	0.02%	Increased
2616	FAT First American Trust Santa Ana, California	$309K	+$45.9K	1	0.05%	Increased
2617	EP EPIQ Partners Minneapolis, Minnesota	$308K	+$4.52K	1	0.18%	Increased
2618	HPM Hudson Portfolio Management Garrison, New York	$308K	+$287K	1	0.3%	New
2619	SC Shay Capital New York	$307K	-$278K	2	0.03%	Reduced
2620	ACM Anfield Capital Management Irvine, California	$306K	$0	1	0.12%	Maintained
2621	MGAM McGowan Group Asset Management Dallas, Texas	$305K	-$42.7K	1	0.05%	Reduced
2622	NFP Novak Financial Planning Bel Air, Maryland	$305K	+$16.6K	1	0.17%	Increased
2623	TNA True North Advisors Dallas, Texas	$305K	+$44.4K	1	0.07%	Increased
2624	HWA HHM Wealth Advisors Chattanooga, Tennessee	$304K	-$8.15K	6	0.09%	Reduced
2625	EC EJF Capital Arlington, Virginia	$302K	+$302K	1	0.02%	New