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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
3051	LC Landaas & Company Milwaukee, Wisconsin	$428K	$0	1	0.23%	Maintained
3052	GWM GSB Wealth Management Guilford, Connecticut	$426K	+$405K	1	0.12%	New
3053	GCMG Gyroscope Capital Management Group Naples, Florida	$426K	-$97.6K	1	0.15%	Reduced
3054	RWM Reston Wealth Management Reston, Virginia	$426K	$0	1	0.21%	Maintained
3055	JMF Johnson Midwest Financial Glidden, Iowa	$423K	+$112K	1	0.32%	Increased
3056	LWM Loveless Wealth Management Billings, Montana	$423K	-$5.03K	1	0.23%	Reduced
3057	SIC Sterling Investment Counsel Buffalo, New York	$423K	+$402K	1	0.29%	New
3058	AG Appleton Group Appleton, Wisconsin	$419K	$0	1	0.42%	Maintained
3059	MFA Morling Financial Advisors Fremont, California	$418K	+$398K	1	0.4%	New
3060	SHWM Silicon Hills Wealth Management Austin, Texas	$418K	$0	1	0.26%	Maintained
3061	OMIC Old Mission Investment Co Traverse City, Michigan	$417K	+$22.1K	1	0.15%	Increased
3062	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$416K	-$288K	1	0.13%	Reduced
3063	AWM Accel Wealth Management Waverly, Iowa	$415K	+$10.5K	4	0.2%	Increased
3064	HC Hourglass Capital Houston, Texas	$415K	$0	1	0.14%	Maintained
3065	SC Schulhoff & Co Cincinnati, Ohio	$414K	$0	1	0.17%	Maintained
3066	Axiom Advisory San Diego, California	$409K	+$389K	1	0.34%	New
3067	AA AF Advisors Sacramento, California	$408K	+$28.2K	1	0.23%	Increased
3068	Douglas Lane & Associates New York	$408K	$0	1	0.01%	Maintained
3069	Biltmore Family Office Charlotte, North Carolina	$407K	$0	1	0.08%	Maintained
3070	MIM MTM Investment Management Spartanburg, South Carolina	$407K	+$99.4K	1	0.19%	Increased
3071	DJYG David J. Yvars Group University Park, Florida	$406K	-$61.4K	1	0.25%	Reduced
3072	HP HT Partners Centerbrook, Connecticut	$406K	-$38.2K	1	0.12%	Reduced
3073	MIM Merrion Investment Management Cranford, New Jersey	$406K	$0	1	0.3%	Maintained
3074	RKL Wealth Management Lancaster, Pennsylvania	$404K	+$10.1K	1	0.05%	Increased
3075	TLCM Twin Lakes Capital Management Redwood Shores, California	$404K	$0	2	0.22%	Maintained