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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
3026	HC Hoese & Co Glencoe, Minnesota	$60K	$0	1	0.06%	Maintained
3027	LF Lee Financial Dallas, Texas	$57K	-$588	2	0.01%	Reduced
3028	MGI MayTech Global Investments New York	$57K	+$52.3K	1	0.01%	New
3029	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$56K	-$7.07K	4	0.01%	Reduced
3030	T TOBAM Paris, France	$56K	$0	1	0%	Maintained
3031	IPW IronBridge Private Wealth Austin, Texas	$50K	$0	1	0.03%	Maintained
3032	MRI Mad River Investors Boston, Massachusetts	$49K	$0	1	0.03%	Maintained
3033	ACM Antonetti Capital Management Naples, Florida	$46K	+$46.1K	2	0.04%	New
3034	Harding Loevner Bridgewater, New Jersey	$45K	$0	1	0%	Maintained
3035	LWA Lowe Wealth Advisors Columbia, Maryland	$45K	-$381K	3	0.02%	Reduced
3036	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$44K	$0	1	0.07%	Maintained
3037	DI Disciplined Investments Tulsa, Oklahoma	$43K	$0	2	0.02%	Maintained
3038	BG Bollard Group Boston, Massachusetts	$40K	+$95	2	0%	Increased
3039	MFA McClarren Financial Advisors State College, Pennsylvania	$39K	+$32	4	0.03%	Increased
3040	BAM Baldrige Asset Management Allentown, Pennsylvania	$38K	$0	1	0.02%	Maintained
3041	LPWM Lake Point Wealth Management Rockwall, Texas	$38K	$0	3	0.02%	Maintained
3042	CWA Clearview Wealth Advisors Salem, Oregon	$37K	-$18.1K	2	0.02%	Reduced
3043	JWM Jackson Wealth Management Lake Mary, Florida	$37K	-$851K	1	0.45%	Reduced
3044	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$35K	-$829K	1	0.03%	Reduced
3045	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$34K	-$706	1	0.02%	Reduced
3046	LJHT Laurie J. Hall Trustee	$34K	$0	1	0.01%	Maintained
3047	CCM Carderock Capital Management Chevy Chase, Maryland	$33K	+$35.6K	4	0.01%	New
3048	CIR Clear Investment Research Alpharetta, Georgia	$32K	-$706	2	0.05%	Reduced
3049	Sageworth Trust Lancaster, Pennsylvania	$32K	$0	4	0%	Maintained
3050	MIM Meridiem Investment Management London, United Kingdom	$31K	$0	1	0%	Maintained