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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
2951	MGAM McGowan Group Asset Management Dallas, Texas	$204K	$0	1	0.03%	Maintained
2952	MIC Meridian Investment Counsel Lafayette, California	$204K	$0	1	0.07%	Maintained
2953	FI Financial Insights Tacoma, Washington	$203K	-$99.3K	1	0.19%	Reduced
2954	BPM Bowling Portfolio Management Cincinnati, Ohio	$202K	-$52	1	0.05%	Reduced
2955	ERWM Elk River Wealth Management Denver, Colorado	$202K	$0	1	0.05%	Maintained
2956	SA Shilanski & Associates Anchorage, Alaska	$202K	+$220K	1	0.09%	New
2957	LTI Laffer Tengler Investments Nashville, Tennessee	$202K	+$109K	3	0.06%	Increased
2958	FIM Fernwood Investment Management Quincy, Massachusetts	$201K	+$183K	1	0.07%	New
2959	RC Rovin Capital Mesa, Arizona	$201K	+$183K	1	0.14%	New
2960	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$200K	+$182K	1	0.07%	New
2961	KWM Kanen Wealth Management Coconut Creek, Florida	$200K	+$182K	1	0.07%	New
2962	EC EJF Capital Arlington, Virginia	$197K	$0	1	0.02%	Maintained
2963	Heritage Wealth Advisors Richmond, Virginia	$194K	$0	2	0.01%	Maintained
2964	BDF Black Diamond Financial Towson, Maryland	$194K	-$440K	1	0.09%	Reduced
2965	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$194K	-$1.24M	1	0.14%	Reduced
2966	ODG O'Dell Group Cincinnati, Ohio	$192K	+$177K	2	0.06%	New
2967	TCWA Ten Capital Wealth Advisors Spokane, Washington	$192K	$0	1	0.09%	Maintained
2968	Jones Financial Companies Des Peres, Missouri	$185K	+$83.3K	3	0%	Increased
2969	TVWM Tower View Wealth Management Shorewood, Wisconsin	$182K	$0	1	0.1%	Maintained
2970	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$178K	$0	1	0.12%	Maintained
2971	CCM Cribstone Capital Management Augusta, Maine	$174K	+$18.7K	2	0.1%	Increased
2972	SM SG3 Management Dorado, Puerto Rico	$173K	+$190K	1	0.01%	New
2973	TF Tompkins Financial Ithaca, New York	$171K	+$177K	3	0.03%	New
2974	PCM Perritt Capital Management Chicago, Illinois	$169K	-$347K	1	0.09%	Reduced
2975	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$165K	-$12.7K	3	0.07%	Reduced