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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	SWG Summit Wealth Group White River Junction, Vermont	$267K	+$257K	1	0.42%	Increased
2827	FNWM Financial Network Wealth Management Draper, Utah	$266K	$0	1	0.15%	Maintained
2828	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$264K	-$87.1K	1	0.04%	Reduced
2829	MKC M. Kraus & Co Shelburne, Vermont	$264K	+$1.41K	1	0.09%	Increased
2830	PA Probity Advisors Dallas, Texas	$264K	-$18.2K	1	0.05%	Reduced
2831	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$262K	+$23.3K	1	0.03%	Increased
2832	MIM MTM Investment Management Spartanburg, South Carolina	$262K	+$280K	1	0.14%	New
2833	Todd Asset Management Louisville, Kentucky	$261K	$0	1	0.01%	Maintained
2834	WIA Westbourne Investment Advisors Annapolis, Maryland	$261K	-$44K	1	0.12%	Reduced
2835	RRCM Rappaport Reiches Capital Management Skokie`, Illinois	$260K	+$2.82K	1	0.26%	Increased
2836	HI Hoey Investments Coatesville, Pennsylvania	$259K	-$105K	2	0.08%	Reduced
2837	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$256K	$0	1	0.19%	Maintained
2838	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$254K	-$7.05K	1	0.04%	Reduced
2839	AC Alexandria Capital Arlington, Virginia	$253K	+$5.27K	1	0.02%	Increased
2840	CCA Column Capital Advisors Indianapolis, Indiana	$253K	-$2.12K	4	0.05%	Reduced
2841	IDA Intelligence Driven Advisers Carlsbad, California	$253K	+$2.12K	1	0.06%	Increased
2842	BWM BT Wealth Management Atlanta, Georgia	$252K	+$6.36K	1	0.08%	Increased
2843	CFG CKW Financial Group Honolulu, Hawaii	$252K	-$28.2K	1	0.04%	Reduced
2844	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$252K	$0	1	0.07%	Maintained
2845	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$252K	-$159K	1	0.16%	Reduced
2846	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$252K	$0	1	0.03%	Maintained
2847	NCM Nelson Capital Management Menlo Park, California	$252K	$0	1	0.05%	Maintained
2848	GFPC Global Financial Private Client Sarasota, Florida	$252K	-$9.88K	3	0.13%	Reduced
2849	AL ACAS LLC Rancho Santa Fe, California	$251K	$0	1	0.35%	Maintained
2850	AIM Allen Investment Management New York	$250K	+$221K	1	0%	New