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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	QC QCM Cayman Houston, Texas	$76K	-$3.86M	1	0.23%	Reduced
2902	SC Solstein Capital Menlo Park, California	$73K	-$437K	7	0.1%	Reduced
2903	ACG Aventail Capital Group New York	$72K	-$8.76M	1	0.03%	Reduced
2904	IF Ironwood Financial Tucson, Arizona	$72K	-$6.78K	2	0.02%	Reduced
2905	VRM Vectors Research Management New York	$72K	$0	2	0.02%	Maintained
2906	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$70K	-$6.91K	4	0.01%	Reduced
2907	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$70K	+$7.53K	1	0.06%	Increased
2908	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$68K	+$41.9K	4	0.02%	Increased
2909	CCC Crescent Capital Consulting New Orleans, Louisiana	$68K	+$36.8K	3	0.01%	Increased
2910	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$64K	+$61.6K	2	0.06%	New
2911	LAS Lloyd Advisory Services Suwanee, Georgia	$60K	-$64.8K	2	0.03%	Reduced
2912	CL COWA LLC Tulsa, Oklahoma	$59K	-$42.2K	2	0.04%	Reduced
2913	MRI Mad River Investors Boston, Massachusetts	$57K	-$5.06K	1	0.04%	Reduced
2914	Harding Loevner Bridgewater, New Jersey	$55K	$0	1	0%	Maintained
2915	CWA Clearview Wealth Advisors Salem, Oregon	$53K	+$30.7K	3	0.03%	Increased
2916	1C 1623 Capital Alexandria, Virginia	$49K	+$55.6K	1	0.02%	New
2917	ADIM Alpha DNA Investment Management Columbia, Maryland	$45K	-$674K	4	0.05%	Reduced
2918	LF Lee Financial Dallas, Texas	$44K	+$1.51K	2	0.01%	Increased
2919	T TOBAM Paris, France	$44K	$0	1	0%	Maintained
2920	IPW IronBridge Private Wealth Austin, Texas	$43K	+$3.77K	1	0.03%	Increased
2921	MFA McClarren Financial Advisors State College, Pennsylvania	$42K	+$39.6K	4	0.04%	Increased
2922	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$42K	+$2.01K	2	0.02%	Increased
2923	APC Aspire Private Capital Cornelius, North Carolina	$41K	-$123K	3	0.01%	Reduced
2924	Jones Financial Companies Des Peres, Missouri	$41K	-$25.9K	2	0%	Reduced
2925	SGAM Seaport Global Asset Management New York	$39K	+$8.71K	1	0.09%	Increased