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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	AC AWM Capital Phoenix, Arizona	$231K	+$149K	1	0.17%	New
2902	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$231K	+$187K	1	0.11%	New
2903	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$230K	$0	1	0.08%	Maintained
2904	KL KWMG LLC Overland Park, Kansas	$230K	+$210K	1	0.03%	New
2905	SFP Sandbox Financial Partners Bethesda, Maryland	$229K	-$3.53K	1	0.16%	Reduced
2906	HWA HHM Wealth Advisors Chattanooga, Tennessee	$228K	-$116K	3	0.06%	Reduced
2907	KFP KB Financial Partners Princeton, New Jersey	$228K	+$53.9K	1	0.08%	Increased
2908	NS Newman & Schimel Deerfield, Illinois	$227K	+$207K	1	0.14%	New
2909	Vaughan David Investments Peoria, Illinois	$227K	+$207K	1	0.01%	New
2910	PA Perennial Advisors New York	$226K	-$70K	1	0.07%	Reduced
2911	SMG Spectrum Management Group Indianapolis, Indiana	$226K	-$1.61M	3	0.04%	Reduced
2912	BA Bellwether Advisors Lincoln, Nebraska	$225K	-$2.29K	2	0.07%	Reduced
2913	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$225K	$0	1	0.07%	Maintained
2914	BONH Bank of New Hampshire Laconia, New Hampshire	$224K	$0	1	0.06%	Maintained
2915	JMF Johnson Midwest Financial Glidden, Iowa	$224K	$0	1	0.18%	Maintained
2916	PGIM Pacific Global Investment Management Glendale, California	$224K	+$204K	1	0.05%	New
2917	AWG Altus Wealth Group Colorado Springs, Colorado	$222K	+$202K	1	0.22%	New
2918	Simon Quick Advisors Morristown, New Jersey	$222K	+$43.7K	3	0.06%	Increased
2919	CAG Curtis Advisory Group Santa Barbara, California	$220K	+$201K	1	0.08%	New
2920	FEG Financial Enhancement Group Anderson, Indiana	$219K	$0	1	0.04%	Maintained
2921	KCM Kathmere Capital Management Wayne, Pennsylvania	$219K	+$200K	1	0.04%	New
2922	BI Ballast Inc Lexington, Kentucky	$217K	+$198K	1	0.09%	New
2923	KC Kingfisher Capital Charlotte, North Carolina	$217K	+$198K	1	0.06%	New
2924	RCA Reitz Capital Advisors Freeland, Michigan	$217K	+$198K	1	0.16%	New
2925	SCM Stonebridge Capital Management Los Angeles, California	$217K	+$198K	1	0.08%	New