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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
2901	AFM Armstrong Fleming & Moore Washington, District of Columbia	$3.84M	-$27K	2	1.27%	Reduced
2902	BAM BOS Asset Management Springfield, Illinois	$3.84M	+$1.47M	4	0.89%	Increased
2903	HDA Harold Davidson & Associates Los Angeles, California	$3.84M	-$3.98M	3	1.66%	Reduced
2904	DQRIM Dale Q Rice Investment Management Vancouver, Washington	$3.84M	+$193K	1	2.08%	Increased
2905	RPGNY Retirement Planning Group (New York) Malta, New York	$3.83M	+$82.7K	2	2.09%	Increased
2906	QFP Quantum Financial Partners Overland Park, Kansas	$3.82M	+$3.52M	4	1.95%	New
2907	RGF Retirement Guys Formula Maumee, Ohio	$3.81M	-$115K	3	1.44%	Reduced
2908	JCM Jacobsen Capital Management Salt Lake City, Utah	$3.81M	+$4.81K	4	1.11%	Increased
2909	CNBOF City National Bank of Florida Miami, Florida	$3.8M	+$988K	3	1.59%	Increased
2910	PCG PFC Capital Group Los Angeles, California	$3.79M	+$171K	3	1.46%	Increased
2911	RCM RB Capital Management Reno, Nevada	$3.78M	+$72.3K	3	0.74%	Increased
2912	AMIM Aull & Monroe Investment Management Mobile, Alabama	$3.78M	-$10.3K	2	1.58%	Reduced
2913	SC Shuttleworth & Co Powell, Ohio	$3.78M	-$2.42K	1	3.02%	Reduced
2914	MFA Morling Financial Advisors Fremont, California	$3.78M	+$217K	2	1.05%	Increased
2915	MAM Mirabaud Asset Management London, United Kingdom	$3.78M	+$3.6M	2	3.14%	New
2916	HA Harfst & Associates Sheridan, Wyoming	$3.78M	+$111K	2	0.59%	Increased
2917	FP Fiduciary Planning Englewood, Florida	$3.76M	-$66.9K	2	0.98%	Reduced
2918	CC Capital Counsel New York	$3.76M	$0	2	0.15%	Maintained
2919	SCM Sandler Capital Management New York	$3.76M	-$3.17M	4	1.86%	Reduced
2920	MWM Marion Wealth Management Monroeville, Pennsylvania	$3.75M	+$260K	3	0.76%	Increased
2921	PC Parrish Capital Kennesaw, Georgia	$3.73M	-$733K	2	3.59%	Reduced
2922	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$3.73M	+$6.12K	2	1.14%	Increased
2923	CCG Cloverfields Capital Group Minneapolis, Minnesota	$3.73M	-$1.01M	2	1.13%	Reduced
2924	MWP Madison Wealth Partners Madison, Wisconsin	$3.72M	+$451K	3	0.47%	Increased
2925	OC OceanIQ Capital Palo Alto, California	$3.7M	+$4.42M	1	2.24%	New