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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
2801	HVIA Hudson Valley Investment Advisors Goshen, New York	$285K	$0	1	0.05%	Maintained
2802	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$285K	+$259K	1	0.03%	New
2803	UBG United Bank (Georgia) Zebulon, Georgia	$285K	$0	1	0.18%	Maintained
2804	CT Columbia Trust Portland, Oregon	$284K	-$320	1	0.15%	Reduced
2805	PIM Perpetual Investment Management Sydney, Australia	$284K	$0	1	0.04%	Maintained
2806	V VeraBank Henderson, Texas	$284K	+$72.9K	1	0.16%	Increased
2807	TFA Tobias Financial Advisors Plantation, Florida	$282K	+$43.8K	1	0.11%	Increased
2808	HFG Heron Financial Group New York	$280K	$0	1	0.16%	Maintained
2809	AA AF Advisors Sacramento, California	$278K	+$7.06K	1	0.17%	Increased
2810	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$277K	$0	1	0.18%	Maintained
2811	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$276K	$0	1	0.17%	Maintained
2812	PO Private Ocean San Rafael, California	$275K	-$25.4K	1	0.03%	Reduced
2813	TCM Tuttle Capital Management Riverside, Connecticut	$274K	+$249K	1	0.32%	New
2814	NRI NFP Retirement Inc Aliso Viejo, California	$272K	+$248K	1	0.11%	New
2815	AWA Alaska Wealth Advisors Anchorage, Alaska	$271K	+$34.6K	1	0.05%	Increased
2816	AIA Arbor Investment Advisors Winston Salem, North Carolina	$271K	$0	1	0.05%	Maintained
2817	CFO Collective Family Office York, Pennsylvania	$271K	$0	1	0.12%	Maintained
2818	JF JSF Financial Los Angeles, California	$271K	+$18.4K	1	0.13%	Increased
2819	PCWA Pacific Capital Wealth Advisors Corona, California	$271K	+$246K	1	0.09%	New
2820	TC Tatro Capital Lexington, Kentucky	$270K	-$939K	1	0.21%	Reduced
2821	T TrueFG Cedar Park, Texas	$270K	+$171K	1	0.12%	New
2822	AWAP Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania	$268K	+$28.2K	1	0.24%	Increased
2823	M1FG Mach-1 Financial Group Rogers, Arkansas	$268K	+$1.41K	1	0.2%	Increased
2824	JEST JTC Employer Solutions Trustee St Helier, Jersey	$267K	$0	1	0.04%	Maintained
2825	MAM McLean Asset Management Tysons, Virginia	$267K	+$185K	1	0.1%	New