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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 BigSur Wealth Management Miami, Florida	$394K	$0	1	0.18%	Maintained
2627	RQS Ramsey Quantitative Systems Louisville, Kentucky	$394K	+$359K	1	1.97%	New
2628	ANBT American National Bank & Trust Wichita Falls, Texas	$392K	+$42.2K	2	0.09%	Increased
2629	ACM Atalaya Capital Management New York	$392K	$0	1	0.06%	Maintained
2630	KC Kinloch Capital Glen Allen, Virginia	$392K	$0	1	0.28%	Maintained
2631	Hills Bank & Trust North Liberty, Iowa	$391K	-$149K	1	0.06%	Reduced
2632	KCM Karp Capital Management Sausalito, California	$391K	$0	1	0.06%	Maintained
2633	MWM McNaughton Wealth Management San Diego, California	$391K	+$26.8K	1	0.28%	Increased
2634	RT Rockland Trust Hanover, Massachusetts	$390K	+$26.8K	1	0.03%	Increased
2635	Check Capital Management Costa Mesa, California	$389K	$0	1	0.02%	Maintained
2636	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$388K	$0	1	0.19%	Maintained
2637	BC Belmont Capital Los Angeles, California	$388K	$0	1	0.32%	Maintained
2638	GCMG Gyroscope Capital Management Group Naples, Florida	$388K	$0	1	0.15%	Maintained
2639	HC Hamilton Capital Columbus, Ohio	$388K	$0	1	0.03%	Maintained
2640	HFAS Hummer Financial Advisory Services Chicago, Illinois	$388K	$0	1	0.36%	Maintained
2641	ASFA All Season Financial Advisors Denver, Colorado	$387K	-$138K	1	0.31%	Reduced
2642	RGC Roberts, Glore & Co Deerfield, Illinois	$385K	-$12.7K	1	0.12%	Reduced
2643	KFI Key Financial Inc West Chester, Pennsylvania	$384K	+$21.6K	5	0.22%	Increased
2644	MFG MidWestOne Financial Group Iowa City, Iowa	$383K	-$10.6K	1	0.09%	Reduced
2645	SWM Selective Wealth Management Forest, Virginia	$383K	+$44.2K	3	0.2%	Increased
2646	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$381K	-$37.1K	1	0.14%	Reduced
2647	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$381K	+$91.2K	4	0.16%	Increased
2648	RBCM Raub Brock Capital Management Larkspur, California	$380K	$0	1	0.06%	Maintained
2649	SC Sierra Capital Miami, Florida	$380K	$0	1	0.06%	Maintained
2650	VWM Vigilare Wealth Management Scottsdale, Arizona	$380K	+$35.3K	1	0.24%	Increased