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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
3226	NCM Nelson Capital Management Menlo Park, California	$251K	$0	1	0.07%	Maintained
3227	FWA FSM Wealth Advisors Cleveland, Ohio	$250K	+$61.1K	1	0.21%	Increased
3228	HFG Heron Financial Group New York	$250K	$0	1	0.15%	Maintained
3229	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$250K	+$838	1	0.16%	Increased
3230	SCA Sippican Capital Advisors Boston, Massachusetts	$250K	-$6.14K	1	0.26%	Reduced
3231	SLG Stanley-Laman Group Berwyn, Pennsylvania	$250K	$0	1	0.05%	Maintained
3232	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$249K	+$8.33K	3	0.09%	Increased
3233	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$249K	$0	1	0.08%	Maintained
3234	KNW Kesler Norman & Wride Ogden, Utah	$249K	+$5.58K	1	0.07%	Increased
3235	LP LGL Partners Philadelphia, Pennsylvania	$249K	+$262K	1	0.05%	New
3236	AIA Arbor Investment Advisors Winston Salem, North Carolina	$248K	$0	1	0.06%	Maintained
3237	CFAM Coury Firm Asset Management Pittsburgh, Pennsylvania	$248K	$0	1	0.37%	Maintained
3238	HCM Hudson Capital Management Ramsey, New Jersey	$248K	-$259K	1	0.12%	Reduced
3239	MAM McLean Asset Management Tysons, Virginia	$248K	-$88K	1	0.1%	Reduced
3240	JSC Jackson Square Capital San Francisco, California	$246K	-$128K	1	0.12%	Reduced
3241	CPA Capital Performance Advisors Walnut Creek, California	$244K	-$67.6K	1	0.16%	Reduced
3242	FCAG First Capital Advisors Group Little Silver, New Jersey	$244K	+$257K	1	0.2%	New
3243	MCM Mainstay Capital Management Grand Blanc, Michigan	$243K	-$674K	1	0.06%	Reduced
3244	SCA Sage Capital Advisors Sioux Falls, South Dakota	$243K	$0	1	0.12%	Maintained
3245	TW Towerpoint Wealth Sacramento, California	$243K	-$44.7M	1	0.15%	Reduced
3246	5SA 5th Street Advisors Southport, Connecticut	$242K	$0	1	0.26%	Maintained
3247	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$242K	-$4.75K	1	0.11%	Reduced
3248	BWM BCGM Wealth Management Lafayette, Indiana	$241K	-$838	1	0.12%	Reduced
3249	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$241K	-$219K	1	0.36%	Reduced
3250	PGIM Pacific Global Investment Management Glendale, California	$241K	$0	1	0.06%	Maintained