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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
2676	MF Manchester Financial Westlake Village, California	$361K	$0	1	0.14%	Maintained
2677	TWP Total Wealth Planning Cincinnati, Ohio	$361K	-$14.1K	1	0.13%	Reduced
2678	NCM New Capital Management Houston, Texas	$360K	+$325K	1	0.2%	New
2679	AWM Activest Wealth Management Aventure, Florida	$359K	+$31.1K	1	0.24%	Increased
2680	QVR San Francisco, California	$359K	+$327K	1	0.02%	New
2681	SC Schulhoff & Co Cincinnati, Ohio	$359K	$0	1	0.16%	Maintained
2682	SAM Silphium Asset Management London, United Kingdom	$358K	+$384K	1	0.14%	New
2683	1SB 1ST Source Bank South Bend, Indiana	$358K	+$96.2K	1	0.02%	Increased
2684	CMO Covenant Multifamily Offices San Antonio, Texas	$358K	+$11.3K	1	0.06%	Increased
2685	HC Hourglass Capital Houston, Texas	$358K	$0	1	0.1%	Maintained
2686	Maverick Capital Dallas, Texas	$356K	+$97.5K	1	0%	Increased
2687	PWA Providence Wealth Advisors Frankfort, Illinois	$356K	$0	1	0.25%	Maintained
2688	CCM Canal Capital Management Richmond, Virginia	$354K	+$16.2K	1	0.1%	Increased
2689	Douglas Lane & Associates New York	$354K	-$4.88K	1	0.01%	Reduced
2690	ME McIlrath & Eck Arlington, Washington	$354K	-$26.3K	4	0.11%	Reduced
2691	TA Townsend & Associates Westminster, Colorado	$354K	$0	1	0.17%	Maintained
2692	FUBT First United Bank & Trust Oakland, Maryland	$353K	+$14.1K	1	0.14%	Increased
2693	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$353K	-$15.5K	4	0.06%	Reduced
2694	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$353K	-$124K	1	0.11%	Reduced
2695	WSC Wellington Shields & Co New York	$351K	-$266K	1	0.12%	Reduced
2696	SMP Santa Monica Partners Palm Beach Gardens, Florida	$347K	$0	1	0.22%	Maintained
2697	EWM Elite Wealth Management Kirkland, Washington	$346K	+$8.47K	1	0.07%	Increased
2698	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$346K	+$12.7K	1	0.08%	Increased
2699	RB Renasant Bank Tupelo, Mississippi	$346K	$0	1	0.27%	Maintained
2700	DJYG David J. Yvars Group University Park, Florida	$345K	$0	1	0.2%	Maintained