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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
2751	LC Lavaca Capital Houston, Texas	$310K	-$1.09M	1	0.03%	Reduced
2752	ST Somerset Trust Somerset, Pennsylvania	$310K	-$6.63K	1	0.13%	Reduced
2753	OAM Oak Asset Management Westlake Village, California	$309K	$0	1	0.13%	Maintained
2754	SFG Sather Financial Group Victoria, Texas	$309K	+$331K	1	0.03%	New
2755	MWM Madison Wealth Management Cincinnati, Ohio	$307K	+$295K	1	0.07%	New
2756	RFO RiverGlades Family Offices Naples, Florida	$307K	$0	1	0.24%	Maintained
2757	SHWM Silicon Hills Wealth Management Austin, Texas	$307K	+$706	1	0.21%	Increased
2758	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$307K	-$20.1K	1	0.16%	Reduced
2759	CFA Cahill Financial Advisors Edina, Minnesota	$306K	+$294K	4	0.06%	New
2760	Klingman & Associates New York	$306K	+$26.8K	1	0.03%	Increased
2761	PG Proffitt & Goodson Knoxville, Tennessee	$306K	-$22.3K	2	0.06%	Reduced
2762	TCWM Total Clarity Wealth Management St. Charles, Illinois	$306K	+$37.1K	3	0.15%	Increased
2763	BCM Blume Capital Management Berkeley, California	$305K	$0	3	0.11%	Maintained
2764	PP PrairieView Partners St. Paul, Minnesota	$304K	+$706	1	0.05%	Increased
2765	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$302K	+$2.12K	1	0.03%	Increased
2766	Benjamin Edwards Inc Clayton, Missouri	$300K	+$24.3K	4	0.18%	Increased
2767	Heritage Investors Management Corp Bethesda, Maryland	$300K	$0	1	0.01%	Maintained
2768	BFO Biltmore Family Office Charlotte, North Carolina	$299K	$0	1	0.07%	Maintained
2769	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$299K	$0	1	0.14%	Maintained
2770	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$299K	+$4.61K	2	0.36%	Increased
2771	MIG Mariner Investment Group Harrison, New York	$298K	$0	1	0.81%	Maintained
2772	MIM Merrion Investment Management Cranford, New Jersey	$298K	$0	1	0.23%	Maintained
2773	WFA Wellspring Financial Advisors Cleveland, Ohio	$298K	+$43.8K	1	0.09%	Increased
2774	EA Evergreen Advisors Chattanooga, Tennessee	$297K	-$100K	1	0.11%	Reduced
2775	LPT Legacy Private Trust Neenah, Wisconsin	$297K	$0	1	0.02%	Maintained