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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
3326	KFS Kelly Financial Services Braintree, Massachusetts	$234K	-$3.99K	3	0.12%	Reduced
3327	AIM Athena Investment Management Orinda, California	$234K	$0	1	0.17%	Maintained
3328	MWM Meritas Wealth Management Larkspur, California	$234K	+$197K	1	0.18%	New
3329	HP HT Partners Centerbrook, Connecticut	$234K	+$196K	1	0.07%	New
3330	PC Pecaut & Co Sioux City, Iowa	$233K	+$196K	1	0.11%	New
3331	FIB First Interstate Bank Billings, Montana	$233K	+$215K	1	0.02%	New
3332	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$233K	+$47.1K	3	0.05%	Increased
3333	AL ACAS LLC Rancho Santa Fe, California	$233K	+$196K	1	0.33%	New
3334	Todd Asset Management Louisville, Kentucky	$232K	+$214K	1	0.01%	New
3335	CIA Cladis Investment Advisory Billings, Montana	$232K	+$195K	1	0.21%	New
3336	NFP Narus Financial Partners Salt Lake City, Utah	$232K	-$9.59K	1	0.13%	Reduced
3337	MAWA Moss Adams Wealth Advisors Seattle, Washington	$232K	+$190K	1	0.08%	Increased
3338	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$231K	+$195K	1	0.02%	New
3339	Douglas Lane & Associates New York	$231K	$0	1	0%	Maintained
3340	MPCL My Personal CFO LLC Vancouver, Washington	$231K	-$102K	1	0.2%	Reduced
3341	CFG CKW Financial Group Honolulu, Hawaii	$231K	+$1.74K	2	0.04%	Increased
3342	SM Sweeney & Michel Chico, California	$231K	+$182K	1	0.12%	New
3343	AFIA America First Investment Advisors Omaha, Nebraska	$230K	$0	1	0.07%	Maintained
3344	CPW Catalyst Private Wealth San Mateo, California	$230K	+$194K	1	0.16%	New
3345	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$230K	-$1.67K	1	0.16%	Reduced
3346	EHAM Eagle Harbor Asset Management Seattle, Washington	$230K	+$231K	1	0.31%	New
3347	HI Hudock Inc Williamsport, Pennsylvania	$229K	+$193K	1	0.06%	New
3348	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$229K	+$193K	1	0.02%	New
3349	TAM Tucker Asset Management Littleton, Colorado	$229K	+$52.3K	7	0.07%	Increased
3350	KM Kalos Management Alpharetta, Georgia	$228K	+$208K	2	0.46%	New