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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
3101	OCM Orion Capital Management Coronado, California	$391K	-$287K	1	0.22%	Reduced
3102	KWM Kolinsky Wealth Management Ramsey, New Jersey	$390K	+$371K	1	0.36%	New
3103	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$389K	$0	1	0.23%	Maintained
3104	GAB German American Bancorp Jasper, Indiana	$389K	$0	1	0.05%	Maintained
3105	TWP Tempus Wealth Planning Irvine, California	$389K	-$4.03K	1	0.21%	Reduced
3106	UBG United Bank (Georgia) Zebulon, Georgia	$388K	$0	1	0.21%	Maintained
3107	ACM Atalaya Capital Management New York	$387K	$0	1	0.04%	Maintained
3108	RWRC R.W. Roge & Company Bohemia, New York	$387K	-$10.1K	1	0.3%	Reduced
3109	GAM Griffin Asset Management New York	$383K	+$60.4K	1	0.05%	Increased
3110	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$383K	+$45.3K	4	0.08%	Increased
3111	HP Hartree Partners New York	$383K	+$391K	1	0.09%	New
3112	Chilton Investment Company Stamford, Connecticut	$382K	+$366K	1	0.01%	New
3113	PA Parkside Advisors Berkeley, California	$381K	-$50.3K	1	0.12%	Reduced
3114	RA Rise Advisors Rochester, New York	$381K	+$363K	4	0.36%	New
3115	ACM Argyle Capital Management Center Valley, Pennsylvania	$380K	$0	1	0.12%	Maintained
3116	EWM Endowment Wealth Management Appleton, Wisconsin	$380K	+$362K	1	0.38%	New
3117	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$380K	+$35.2K	1	0.03%	Increased
3118	PPW PACK Private Wealth Wayzata, Minnesota	$380K	+$362K	1	0.3%	New
3119	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$380K	-$25.2K	1	0.16%	Reduced
3120	RBCM Raub Brock Capital Management Larkspur, California	$380K	$0	1	0.06%	Maintained
3121	RRCM Rappaport Reiches Capital Management Skokie`, Illinois	$378K	+$23.1K	1	0.33%	Increased
3122	ST Sabal Trust St. Petersburg, Florida	$378K	-$20.1K	1	0.02%	Reduced
3123	CB Community Bank Dewitt, New York	$377K	$0	2	0.04%	Maintained
3124	OAM Oak Asset Management Westlake Village, California	$375K	$0	1	0.14%	Maintained
3125	CC Courier Capital Buffalo, New York	$373K	+$166	1	0.03%	Increased