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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	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$163K	+$706	2	0.05%	Increased
2977	CFO CVA Family Office Denver, Colorado	$160K	-$511K	2	0.12%	Reduced
2978	EIP Ellis Investment Partners Berwyn, Pennsylvania	$160K	+$4.33K	3	0.04%	Increased
2979	PVH Psagot Value Holdings Tel Aviv, Israel	$159K	-$65K	1	0.03%	Reduced
2980	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$155K	-$134K	1	0.14%	Reduced
2981	PP Pacifica Partners Surrey, Canada	$154K	$0	2	0.11%	Maintained
2982	RA Resolute Advisors San Francisco, California	$151K	+$43.1K	2	0.02%	Increased
2983	BL Bleichroeder LP New York	$149K	$0	1	0.02%	Maintained
2984	KLWA Kelly Lawrence W & Associates Pasadens, California	$147K	$0	1	0.03%	Maintained
2985	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$147K	$0	1	0%	Maintained
2986	DWMG DB Wealth Management Group San Diego, California	$143K	$0	1	0.09%	Maintained
2987	MWM Mascoma Wealth Management Hanover, New Hampshire	$140K	+$131K	2	0.05%	New
2988	IF Ironwood Financial Tucson, Arizona	$137K	$0	2	0.04%	Maintained
2989	AW Avion Wealth The Woodlands, Texas	$136K	$0	1	0.04%	Maintained
2990	BMD Better Money Decisions Santa Fe, New Mexico	$134K	+$89.7K	2	0.11%	Increased
2991	CP Corbenic Partners Bethlehem, Pennsylvania	$133K	-$7.06K	1	0.03%	Reduced
2992	RBC Roble Belko & Company Sewickley, Pennsylvania	$131K	+$7.77K	2	0.03%	Increased
2993	SGAM Seaport Global Asset Management New York	$125K	+$21.7K	1	0.31%	Increased
2994	DSC Duncker Streett & Co St. Louis, Missouri	$124K	+$100	2	0.02%	Increased
2995	HCP Hexagon Capital Partners Rogers, Arkansas	$124K	+$5.65K	4	0.04%	Increased
2996	RCM Rivernorth Capital Management West Palm Beach, Florida	$124K	+$121K	1	0.01%	New
2997	GIA Goodwin Investment Advisory Woodstock, Georgia	$123K	$0	1	0.12%	Maintained
2998	TW Towerpoint Wealth Sacramento, California	$123K	+$56.5M	1	0.06%	New
2999	PAM PVG Asset Management Golden, Colorado	$123K	+$115K	1	0.37%	New
3000	HCM Highlander Capital Management Short Hills, New Jersey	$118K	$0	1	0.06%	Maintained