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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
2776	FNWM Financial Network Wealth Management Draper, Utah	$229K	$0	1	0.15%	Maintained
2777	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$229K	+$14.7K	2	0.07%	Increased
2778	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$229K	-$271K	1	0.02%	Reduced
2779	SFA Seneca Financial Advisors Rochester, New York	$228K	+$15.8K	1	0.16%	Increased
2780	CFAM Center For Asset Management Palm Beach Gardens, Florida	$228K	+$257K	1	0.22%	New
2781	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$228K	+$30.9K	1	0.09%	Increased
2782	SIM Stratos Investment Management Beachwood, Ohio	$228K	-$76.8K	1	0.07%	Reduced
2783	KFI Key Financial Inc West Chester, Pennsylvania	$227K	+$13.8K	4	0.15%	Increased
2784	RCA Reitz Capital Advisors Freeland, Michigan	$227K	$0	1	0.17%	Maintained
2785	SL Savior LLC Wellesley Hills, Massachusetts	$226K	+$26	6	0.23%	Increased
2786	UFA US Financial Advisors Braintree, Massachusetts	$226K	$0	1	0.06%	Maintained
2787	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$225K	+$18.8K	2	0.33%	Increased
2788	CWM Cahaba Wealth Management Atlanta, Georgia	$225K	-$49.7K	1	0.03%	Reduced
2789	PFM Peak Financial Management Wellesley, Massachusetts	$225K	-$23.3K	1	0.08%	Reduced
2790	PFA Pathway Financial Advisors South Burlington, Vermont	$224K	$0	1	0.09%	Maintained
2791	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$222K	$0	1	0.11%	Maintained
2792	Fenimore Asset Management Cobleskill, New York	$221K	+$206K	1	0.01%	New
2793	M1FG Mach-1 Financial Group Rogers, Arkansas	$221K	-$901K	1	0.18%	Reduced
2794	SDAM Shulman DeMeo Asset Management Lake Success, New York	$221K	+$249K	1	0.06%	New
2795	MA Mosaic Advisors Houston, Texas	$218K	+$246K	1	0.18%	New
2796	RHFI Reilly Herbert Faulkner III	$218K	+$212K	1	0.07%	New
2797	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$217K	$0	1	0.07%	Maintained
2798	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$217K	$0	1	0.03%	Maintained
2799	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$217K	-$36.2K	1	0.02%	Reduced
2800	NCM Nelson Capital Management Menlo Park, California	$217K	$0	1	0.05%	Maintained