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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
3251	SRC Shufro Rose & Co New York	$349K	-$7.12M	1	0.03%	Reduced
3252	IF IRON Financial Northbrook, Illinois	$348K	-$2.4K	1	0.19%	Reduced
3253	LCM LCM Capital Management Chicago, Illinois	$348K	+$266K	1	0.28%	New
3254	JF JSF Financial Los Angeles, California	$347K	+$14.4K	1	0.12%	Increased
3255	LWM LJI Wealth Management Indianapolis, Indiana	$346K	-$26.2K	1	0.1%	Reduced
3256	TFA Tobias Financial Advisors Plantation, Florida	$346K	+$17K	1	0.09%	Increased
3257	MAP Moody Aldrich Partners Marblehead, Massachusetts	$345K	-$14.2K	1	0.07%	Reduced
3258	HWP Heritage Wealth Partners Dublin, Ohio	$345K	+$263K	1	0.2%	New
3259	JSC Jackson Square Capital San Francisco, California	$344K	-$13.9K	1	0.14%	Reduced
3260	HCP Hexagon Capital Partners Rogers, Arkansas	$344K	-$98.2K	5	0.09%	Reduced
3261	MKC M. Kraus & Co Shelburne, Vermont	$344K	-$7.2K	1	0.12%	Reduced
3262	CWM Compass Wealth Management Guilford, Connecticut	$342K	-$34.3K	3	0.1%	Reduced
3263	BFO Biltmore Family Office Charlotte, North Carolina	$340K	-$1.4K	1	0.07%	Reduced
3264	AMG Advisors Management Group La Crosse, Wisconsin	$340K	+$600	1	0.1%	Increased
3265	LIA LifePlan Investment Advisors Raleigh, North Carolina	$339K	+$259K	1	0.38%	New
3266	AFM Abbot Financial Management Andover, Massachusetts	$339K	-$19K	1	0.22%	Reduced
3267	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$337K	+$257K	1	0.08%	New
3268	GA Gateway Advisory Westfield, New Jersey	$334K	-$54.8K	1	0.07%	Reduced
3269	Fenimore Asset Management Cobleskill, New York	$334K	$0	1	0.01%	Maintained
3270	TPWM Twelve Points Wealth Management Concord, Massachusetts	$333K	$0	1	0.18%	Maintained
3271	TLA Tanglewood Legacy Advisors Houston, Texas	$332K	-$80K	1	0.19%	Reduced
3272	AF Arrow Financial Glens Falls, New York	$332K	-$23.9K	2	0.04%	Reduced
3273	NG Northstar Group New York	$331K	$0	1	0.08%	Maintained
3274	FA Fermata Advisors Sonoma, California	$330K	-$132K	1	0.3%	Reduced
3275	ESCM Echo Street Capital Management New York	$329K	-$1.05M	1	0%	Reduced