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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
3276	CT Columbia Trust Portland, Oregon	$284K	$0	1	0.15%	Maintained
3277	FFMBT First Farmers & Merchants Bank Trust Columbia, Tennessee	$284K	+$272K	1	0.28%	New
3278	EWA Encompass Wealth Advisors Portland, Oregon	$283K	-$853K	1	0.07%	Reduced
3279	SIG Spinnaker Investment Group Newport Beach, California	$283K	+$286K	1	0.1%	New
3280	TP Tranquility Partners Brentwood, Tennessee	$283K	+$8.29K	1	0.13%	Increased
3281	Vaughan David Investments Peoria, Illinois	$283K	-$25.2K	1	0.01%	Reduced
3282	SC Stephens Consulting Flint, Michigan	$283K	+$270K	2	0.23%	New
3283	BWM BlackDiamond Wealth Management New York	$282K	+$269K	1	0.32%	New
3284	ODG O'Dell Group Cincinnati, Ohio	$280K	+$21K	3	0.08%	Increased
3285	TA TruWealth Advisors Metairie, Louisiana	$280K	+$267K	1	0.03%	New
3286	HWM HighMark Wealth Management St. Paul, Minnesota	$279K	$0	3	0.18%	Maintained
3287	SHFA SC&H Financial Advisors Sparks, Maryland	$278K	+$265K	1	0.15%	New
3288	WFA WestHill Financial Advisors San Rafael, California	$278K	+$265K	1	0.08%	New
3289	AC Addison Capital Conshohocken, Pennsylvania	$277K	-$3.55K	1	0.12%	Reduced
3290	Fenimore Asset Management Cobleskill, New York	$277K	$0	1	0.01%	Maintained
3291	FI Financial Insights Tacoma, Washington	$277K	$0	1	0.24%	Maintained
3292	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$277K	+$265K	1	0.24%	New
3293	SAM Silphium Asset Management London, United Kingdom	$277K	-$133K	1	0.26%	Reduced
3294	Todd Asset Management Louisville, Kentucky	$276K	+$13.5K	1	0.01%	Increased
3295	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$275K	$0	1	0.42%	Maintained
3296	SPAS Spectrum Planning & Advisory Services San Diego, California	$275K	-$755K	1	0.25%	Reduced
3297	LIM Longfellow Investment Management Boston, Massachusetts	$274K	-$454K	2	0.04%	Reduced
3298	MCA Millennium Capital Advisors Little Rock, Arkansas	$274K	+$261K	1	0.21%	New
3299	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$273K	$0	1	0.08%	Maintained
3300	MCF Advisors Covington, Kentucky	$273K	-$381K	1	5.83%	Reduced