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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	FUBT First United Bank & Trust Oakland, Maryland	$486K	+$5.03K	1	0.18%	Increased
2977	Klingman & Associates New York	$486K	+$66.4K	1	0.04%	Increased
2978	NCM New Capital Management Houston, Texas	$486K	$0	1	0.25%	Maintained
2979	PrairieView Partners St. Paul, Minnesota	$486K	+$68.4K	1	0.07%	Increased
2980	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$485K	+$462K	1	0.56%	New
2981	MIM Macroview Investment Management Bethesda, Maryland	$485K	-$57.4K	3	0.62%	Reduced
2982	Hills Bank & Trust North Liberty, Iowa	$484K	+$29.7K	1	0.07%	Increased
2983	MidWestOne Financial Group Iowa City, Iowa	$483K	-$37.2K	1	0.1%	Reduced
2984	Whitney & Co Rochester, New York	$481K	+$15.1K	1	0.07%	Increased
2985	AIP Ahrens Investment Partners Lafayette, Louisiana	$480K	+$27.3K	3	0.21%	Increased
2986	CCMU Cheyne Capital Management (UK) London, United Kingdom	$480K	+$481K	1	0.31%	New
2987	HA HYA Advisors Springfield, Missouri	$478K	-$10.1K	1	0.17%	Reduced
2988	KFS Kurt F. Somerville	$478K	+$456K	2	0.07%	New
2989	Leelyn Smith Geneva, Illinois	$477K	-$9.9K	3	0.13%	Reduced
2990	First Command Bank Fort Worth, Texas	$476K	$0	4	0.08%	Maintained
2991	North Growth Management Vancouver, British Columbia, Canada	$476K	+$537K	1	0.08%	New
2992	PD Planning Directions Glen Mills, Pennsylvania	$476K	-$65.4K	1	0.32%	Reduced
2993	Avity Investment Management Greenwich, Connecticut	$474K	+$221K	2	0.04%	Increased
2994	Cornerstone Advisory Hunt Valley, Maryland	$474K	-$154K	2	0.07%	Reduced
2995	KPWG KFA Private Wealth Group Tysons, Virginia	$471K	+$1.01K	1	0.23%	Increased
2996	Stanley-Laman Group Berwyn, Pennsylvania	$470K	-$9.49M	1	0.06%	Reduced
2997	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$469K	$0	1	0.32%	Maintained
2998	AJ Wealth Strategies New York	$468K	+$448K	2	0.02%	New
2999	SP Successful Portfolios Clearwater, Florida	$468K	+$2.01K	1	0.25%	Increased
3000	Archford Capital Strategies Swansea, Illinois	$467K	+$5.47K	1	0.11%	Increased