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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
2651	TWP Total Wealth Planning Cincinnati, Ohio	$330K	+$11.7K	1	0.13%	Increased
2652	Laurion Capital Management New York	$329K	-$3.37M	1	0%	Reduced
2653	IA IFS Advisors Overland Park, Kansas	$327K	$0	1	0.22%	Maintained
2654	ST Somerset Trust Somerset, Pennsylvania	$327K	-$4.34K	1	0.13%	Reduced
2655	CBA Coastal Bridge Advisors Westport, Connecticut	$326K	$0	1	0.07%	Maintained
2656	GH GAM Holding Zurich, Switzerland	$325K	-$58.7K	2	0.01%	Reduced
2657	HH HWG Holdings Houston, Texas	$325K	-$29.3K	2	0.14%	Reduced
2658	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$325K	+$337K	1	0.12%	New
2659	CB Community Bank Dewitt, New York	$324K	+$18.9K	2	0.04%	Increased
2660	Simplify Asset Management Las Vegas, Nevada	$324K	+$83.4K	1	0.05%	Increased
2661	CRCM Corbett Road Capital Management Mclean, Virginia	$323K	-$56.3K	1	0.57%	Reduced
2662	TCM TD Capital Management Memphis, Tennessee	$323K	$0	2	0.04%	Maintained
2663	ACM Anfield Capital Management Irvine, California	$321K	+$9.77K	1	0.12%	Increased
2664	MRCM M&R Capital Management Summit, New Jersey	$321K	+$65.1K	2	0.07%	Increased
2665	RA Ramius Advisors New York	$319K	-$480K	1	0.12%	Reduced
2666	SCM SKBA Capital Management San Francisco, California	$319K	$0	1	0.06%	Maintained
2667	RFO RiverGlades Family Offices Naples, Florida	$318K	$0	1	0.25%	Maintained
2668	HWA HHM Wealth Advisors Chattanooga, Tennessee	$317K	+$3.56K	5	0.09%	Increased
2669	MWM McNaughton Wealth Management San Diego, California	$317K	+$107K	1	0.22%	Increased
2670	FRM Fox Run Management Greenwich, Connecticut	$316K	-$131K	1	0.29%	Reduced
2671	HCA Horan Capital Advisors Cincinnati, Ohio	$316K	$0	1	0.14%	Maintained
2672	MF Manchester Financial Westlake Village, California	$316K	+$19K	1	0.12%	Increased
2673	RT Rockland Trust Hanover, Massachusetts	$316K	$0	1	0.02%	Maintained
2674	EP EPIQ Partners Minneapolis, Minnesota	$313K	$0	1	0.16%	Maintained
2675	PWA Providence Wealth Advisors Frankfort, Illinois	$313K	+$16.3K	1	0.21%	Increased