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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
2826	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$207K	$0	1	0.09%	Maintained
2827	WCM Whitener Capital Management Rocky Mount, North Carolina	$207K	+$234K	1	0.09%	New
2828	LA Latitude Advisors Vero Beach, Florida	$205K	-$6.03K	1	0.17%	Reduced
2829	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$205K	+$5.27K	1	0.14%	Increased
2830	AWAP Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania	$204K	-$7.53K	1	0.2%	Reduced
2831	FA Financial Advisors Andover, Massachusetts	$204K	+$230K	1	0.08%	New
2832	PSC Prentiss Smith & Co Brattleboro, Vermont	$204K	$0	1	0.1%	Maintained
2833	SCA Sage Capital Advisors Sioux Falls, South Dakota	$204K	-$67K	1	0.09%	Reduced
2834	HCM Hilton Capital Management Garden City, New York	$203K	+$202K	1	0.02%	New
2835	AOG Alpha Omega Group Reston, Virginia	$202K	+$228K	1	0.22%	New
2836	TCWA Ten Capital Wealth Advisors Spokane, Washington	$202K	+$147K	1	0.05%	Increased
2837	AIM Avity Investment Management Greenwich, Connecticut	$201K	-$35.5K	1	0.02%	Reduced
2838	CCA Column Capital Advisors Indianapolis, Indiana	$201K	-$115K	4	0.05%	Reduced
2839	MWM McNaughton Wealth Management San Diego, California	$201K	+$227K	1	0.15%	New
2840	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$201K	-$85.9K	1	0.1%	Reduced
2841	TCM Tufton Capital Management Hunt Valley, Maryland	$201K	+$1.51K	1	0.03%	Increased
2842	DR Davis Rea Toronto, Ontario, Canada	$200K	+$226K	1	0.11%	New
2843	SFA Semmax Financial Advisors Winston Salem, North Carolina	$200K	$0	1	0.07%	Maintained
2844	First Pacific Advisors El Segundo, California	$194K	-$1.68M	1	0%	Reduced
2845	JMF Johnson Midwest Financial Glidden, Iowa	$193K	-$155K	1	0.2%	Reduced
2846	CAL Capital Advisors Ltd Shaker Heights, Ohio	$192K	$0	4	0.04%	Maintained
2847	JWM Janiczek Wealth Management Denver, Colorado	$192K	-$8.85K	5	0.08%	Reduced
2848	DWA Dorsey Wright & Associates Pasadena, California	$189K	-$2.33M	6	2.22%	Reduced
2849	PCM Perritt Capital Management Chicago, Illinois	$183K	-$124K	1	0.1%	Reduced
2850	YCM Yaupon Capital Management New York	$181K	$0	1	0.15%	Maintained