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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
3301	KWM Kanen Wealth Management Coconut Creek, Florida	$273K	$0	1	0.09%	Maintained
3302	PFA Peak Financial Advisors Denver, Colorado	$272K	-$351K	1	0.21%	Reduced
3303	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$272K	+$259K	1	0.21%	New
3304	GPWA Great Point Wealth Advisors Boston, Massachusetts	$271K	+$258K	1	0.08%	New
3305	KFP KB Financial Partners Princeton, New Jersey	$271K	-$36.5K	4	0.08%	Reduced
3306	MCM Mendel Capital Management Little Rock, Arkansas	$270K	+$259K	1	0.25%	New
3307	FIA FNY Investment Advisers New York	$269K	-$2.23M	2	0.14%	Reduced
3308	DG DMC Group Birmingham, Alabama	$266K	+$291K	1	0.23%	New
3309	FWM Forefront Wealth Management Malvern, Pennsylvania	$265K	+$253K	1	0.25%	New
3310	LP LGL Partners Philadelphia, Pennsylvania	$265K	+$253K	1	0.03%	New
3311	OFP OLIO Financial Planning Mclean, Virginia	$265K	+$253K	1	0.16%	New
3312	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$264K	-$553K	1	0.17%	Reduced
3313	BHA Beech Hill Advisors New York	$264K	+$252K	1	0.1%	New
3314	FCIM Fairview Capital Investment Management Greenbrae, California	$264K	+$252K	1	0.02%	New
3315	HPCM Hunter Perkins Capital Management Lombard, Illinois	$264K	+$252K	1	0.05%	New
3316	MWM Marion Wealth Management Monroeville, Pennsylvania	$264K	+$252K	1	0.13%	New
3317	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$264K	+$252K	1	0.26%	New
3318	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$264K	$0	1	0.17%	Maintained
3319	ACP Arcus Capital Partners Atlanta, Georgia	$263K	+$251K	1	0.09%	New
3320	BPCA Bank Pictet & Cie (Asia) Singapore	$263K	+$251K	1	0.06%	New
3321	CCM Cribstone Capital Management Augusta, Maine	$263K	+$42.8K	3	0.15%	Increased
3322	LCM LCM Capital Management Chicago, Illinois	$263K	-$516K	1	0.2%	Reduced
3323	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$262K	+$253K	4	0.04%	New
3324	PA Perennial Advisors New York	$262K	$0	1	0.07%	Maintained
3325	TCWA Ten Capital Wealth Advisors Spokane, Washington	$262K	$0	1	0.11%	Maintained