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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
2976	KFI Key Financial Inc West Chester, Pennsylvania	$3.58M	-$1.41K	10	0.59%	Reduced
2977	PIM Platinum Investment Management Sydney Australia 2000, Australia	$3.58M	$0	1	0.88%	Maintained
2978	PSF Pacific Sun Financial Los Angeles, California	$3.58M	+$24.7K	1	1.47%	Increased
2979	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$3.57M	+$305K	4	0.38%	Increased
2980	BWM Buckley Wealth Management Las Vegas, Nevada	$3.55M	-$143K	3	0.88%	Reduced
2981	AI Arvest Investments Lowell, Arkansas	$3.55M	-$38.8K	2	0.43%	Reduced
2982	MCM M1 Capital Management Bloomfield Hills, Michigan	$3.55M	+$132K	2	1.31%	Increased
2983	KFS Kaizen Financial Strategies Campbell, California	$3.54M	-$192K	2	1.15%	Reduced
2984	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$3.54M	+$159K	3	1.24%	Increased
2985	PWM Pines Wealth Management Southern Pines, North Carolina	$3.54M	-$75.4K	3	1.02%	Reduced
2986	BCC Bridge City Capital Lake Oswego, Oregon	$3.54M	-$56.7K	1	0.81%	Reduced
2987	CIM CIM Investment Management Pittsburgh, Pennsylvania	$3.53M	-$175K	2	0.85%	Reduced
2988	Beutel, Goodman & Co Toronto, Ontario, Canada	$3.52M	-$141K	2	0.03%	Reduced
2989	GAM Gemmer Asset Management Walnut Creek, California	$3.52M	-$10.6K	3	0.24%	Reduced
2990	PSP Pacific Sage Partners Edmonds, Washington	$3.51M	+$394K	2	0.5%	Increased
2991	FA FSA Advisors Troy, Michigan	$3.51M	+$484K	4	1.61%	Increased
2992	CCM Cohen Capital Management Corte Madera, California	$3.51M	$0	3	0.48%	Maintained
2993	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$3.51M	-$23.2K	3	1.66%	Reduced
2994	PWA Physician Wealth Advisors Midvale, Utah	$3.5M	+$96K	17	0.42%	Increased
2995	WWM Wolff Wiese Magana Carslbad, California	$3.5M	+$148K	10	1.61%	Increased
2996	Stonehage Fleming Financial Services St. Helier, Jersey	$3.5M	+$320K	3	0.12%	Increased
2997	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$3.5M	-$630K	2	0.32%	Reduced
2998	LIA LBMC Investment Advisors Brentwood, Tennessee	$3.5M	+$345K	3	0.19%	Increased
2999	LAM Lewis Asset Management Lafayette, California	$3.5M	+$464K	4	1.23%	Increased
3000	CG CFO4Life Group Coppell, Texas	$3.49M	+$320K	2	0.47%	Increased