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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
2626	GC Gilbert & Cook West Des Moines, Iowa	$4.98M	+$56.9K	1	0.57%	Increased
2627	GAAM Guinness Atkinson Asset Management Pasadena, California	$4.97M	-$588K	6	2.23%	Reduced
2628	VIM Vista Investment Management Pittsburgh, Pennsylvania	$4.96M	-$187K	2	1.49%	Reduced
2629	CWWM Clear Wave Wealth Management Red Bank, New Jersey	$4.95M	+$496K	4	0.92%	Increased
2630	BAM Bell Asset Management Melbourne, Australia	$4.95M	+$4.68M	1	1.32%	New
2631	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$4.94M	+$112K	4	1.5%	Increased
2632	TDB Thompson David Blair	$4.94M	+$1.46M	4	2.47%	Increased
2633	T Tableaux Stockbridge, Massachusetts	$4.92M	+$78.6K	2	2.07%	Increased
2634	CCP Cane Capital Partners Saint Francisville, Louisiana	$4.92M	-$166K	1	1.94%	Reduced
2635	MCA Millennium Capital Advisors Little Rock, Arkansas	$4.91M	+$181K	3	2.68%	Increased
2636	GA Greenspring Advisors Towson, Maryland	$4.91M	+$795K	5	0.27%	Increased
2637	OL OneFund LLC Saint Petersburg, Florida	$4.91M	-$36.7K	5	2.79%	Reduced
2638	UWM Udine Wealth Management Boca Raton, Florida	$4.91M	+$48.9K	1	2.02%	Increased
2639	Simplify Asset Management Las Vegas, Nevada	$4.91M	-$173K	2	0.07%	Reduced
2640	AIC Archer Investment Corporation Carmel, Indiana	$4.9M	+$103K	11	0.94%	Increased
2641	EC Elequin Capital New York	$4.9M	-$39.6M	10	0.15%	Reduced
2642	NIA NIA Impact Advisors Berkeley, California	$4.9M	+$1.73M	2	2.03%	Increased
2643	CWM Centric Wealth Management Chicago, Illinois	$4.89M	$0	4	0.76%	Maintained
2644	DCM Dudley Capital Management Middleburg, Virginia	$4.88M	-$18.9K	3	1.95%	Reduced
2645	FFP FourThought Financial Partners Venice, Florida	$4.88M	+$147K	7	0.38%	Increased
2646	PWM Parkshore Wealth Management Granite Bay, California	$4.86M	+$823K	2	1.4%	Increased
2647	BFM Brooklands Fund Management London, United Kingdom	$4.86M	+$1.95M	1	3.8%	Increased
2648	IPW Inlet Private Wealth Jupiter, Florida	$4.85M	-$1.02K	2	1.18%	Reduced
2649	NCM NCM Capital Management Ramsey, New Jersey	$4.85M	-$214K	2	1.5%	Reduced
2650	CW Channel Wealth Santa Barbara, California	$4.85M	+$1.95M	4	1.09%	Increased