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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	BWM Baystate Wealth Management Boston, Massachusetts	$345K	+$288	6	0.03%	Increased
2627	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$344K	+$106K	1	0.02%	Increased
2628	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$343K	-$751K	1	0.06%	Reduced
2629	KCM Karp Capital Management Sausalito, California	$343K	+$328K	1	0.05%	New
2630	KC Kinloch Capital Glen Allen, Virginia	$343K	$0	1	0.25%	Maintained
2631	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$343K	-$1.03M	1	0.16%	Reduced
2632	FWM Fairhaven Wealth Management Oak Brook, Illinois	$342K	-$61.9K	1	0.14%	Reduced
2633	ME McIlrath & Eck Arlington, Washington	$342K	-$5.35K	4	0.1%	Reduced
2634	Check Capital Management Costa Mesa, California	$341K	+$651	1	0.02%	Increased
2635	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$340K	$0	1	0.16%	Maintained
2636	BC Belmont Capital Los Angeles, California	$340K	+$326K	1	0.35%	New
2637	GCMG Gyroscope Capital Management Group Naples, Florida	$340K	$0	1	0.12%	Maintained
2638	HC Hamilton Capital Columbus, Ohio	$340K	+$16.3K	1	0.03%	Increased
2639	HFAS Hummer Financial Advisory Services Chicago, Illinois	$340K	$0	1	0.31%	Maintained
2640	QAM Q3 Asset Management Birmingham, Michigan	$340K	-$30.6K	1	0.17%	Reduced
2641	SNT Security National Trust Wheeling, West Virginia	$340K	-$47.3K	3	0.08%	Reduced
2642	KFI Key Financial Inc West Chester, Pennsylvania	$335K	+$91.2K	4	0.19%	Increased
2643	PD Planning Directions Glen Mills, Pennsylvania	$335K	+$72.9K	1	0.24%	Increased
2644	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$335K	$0	1	0.16%	Maintained
2645	CAC Core Alternative Capital Peachtree Corners, Georgia	$333K	+$91.2K	1	0.08%	Increased
2646	LOIM Liberty One Investment Management Libertyville, Illinois	$333K	+$66.8K	1	0.06%	Increased
2647	RBCM Raub Brock Capital Management Larkspur, California	$333K	$0	1	0.06%	Maintained
2648	SC Sierra Capital Miami, Florida	$333K	-$65.1K	1	0.06%	Reduced
2649	HI Hoey Investments Coatesville, Pennsylvania	$331K	-$38K	3	0.1%	Reduced
2650	FC Ferris Capital Marlborough, Massachusetts	$330K	-$476K	1	0.13%	Reduced