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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
3076	HCM Hengehold Capital Management Cincinnati, Ohio	$403K	+$1.01K	1	0.05%	Increased
3077	TIA Traphagen Investment Advisors Oradell, New Jersey	$403K	-$32.2K	1	0.07%	Reduced
3078	BO BRR OpCo Columbus, Ohio	$399K	-$48.3K	1	0.04%	Reduced
3079	EWM Elmwood Wealth Management Berkeley, California	$399K	+$380K	1	0.19%	New
3080	AL ACAS LLC Rancho Santa Fe, California	$398K	+$53.3K	1	0.51%	Increased
3081	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$398K	+$379K	1	0.28%	New
3082	CWA Canvas Wealth Advisors Shawnee, Kansas	$397K	-$1.01K	1	0.14%	Reduced
3083	GP Geneva Partners Lake Geneva, Wisconsin	$397K	+$399K	1	0.19%	New
3084	TIM Timelo Investment Management Aurora, Ontario, Canada	$397K	+$397K	1	0.21%	New
3085	BWM BCGM Wealth Management Lafayette, Indiana	$396K	$0	1	0.21%	Maintained
3086	BCM Boltwood Capital Management Walnut Creek, California	$396K	$0	1	0.15%	Maintained
3087	Delta Accumulation LLC Sausalito, California	$396K	+$377K	1	0.04%	New
3088	EWP Engrave Wealth Partners The Woodlands, Texas	$396K	$0	1	0.11%	Maintained
3089	PC Pecaut & Co Sioux City, Iowa	$396K	$0	1	0.2%	Maintained
3090	WCM Windsor Capital Management Phoenix, Arizona	$396K	$0	1	0.12%	Maintained
3091	TA Townsend & Associates Westminster, Colorado	$395K	$0	1	0.22%	Maintained
3092	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$394K	$0	4	0.06%	Maintained
3093	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$394K	+$6.04K	1	0.04%	Increased
3094	MFG Mission Financial Group Las Vegas, Nevada	$394K	+$880K	1	0.37%	New
3095	Dymon Asia Capital (Singapore) Singapore	$393K	-$3.3M	1	0.04%	Reduced
3096	RCA Resonant Capital Advisors Madison, Wisconsin	$393K	+$374K	1	0.06%	New
3097	AGP Autumn Glory Partners Dallas, Texas	$392K	+$375K	1	0.16%	New
3098	BIA Barry Investment Advisors New Bedford, Massachusetts	$392K	$0	1	0.1%	Maintained
3099	SCA Sippican Capital Advisors Boston, Massachusetts	$392K	-$45.3K	1	0.33%	Reduced
3100	AFIA America First Investment Advisors Omaha, Nebraska	$391K	$0	1	0.11%	Maintained