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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
3351	SIC SJS Investment Consulting Sylvania, Ohio	$2.57M	-$94.7K	25	0.28%	Reduced
3352	HC Hamilton Capital Columbus, Ohio	$2.57M	-$202K	2	0.13%	Reduced
3353	AFA American Financial Advisors Marietta, Georgia	$2.56M	+$82.7K	3	0.31%	Increased
3354	CFGW Chancellor Financial Group WB Wilkes-Barre, Pennsylvania	$2.56M	+$7.95K	3	1.59%	Increased
3355	RA Rational Advisors Huntington, New York	$2.56M	-$522K	3	0.23%	Reduced
3356	FA Fagan Associates Troy, New York	$2.56M	-$97.2K	2	0.31%	Reduced
3357	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$2.56M	+$300K	2	0.19%	Increased
3358	FEM Fulcrum Equity Management Plano, Texas	$2.56M	+$294K	3	1.87%	Increased
3359	KAM Knightsbridge Asset Management Newport Beach, California	$2.55M	+$6.95K	3	0.33%	Increased
3360	MIM Meixler Investment Management Show Low, Arizona	$2.55M	-$82.3K	2	1.41%	Reduced
3361	OC Oarsman Capital Milwaukee, Wisconsin	$2.55M	-$387K	4	0.27%	Reduced
3362	SPW Surience Private Wealth Yakima, Washington	$2.55M	-$187K	1	2.24%	Reduced
3363	Lazard Frères Gestion Paris, France	$2.54M	-$205K	2	0.04%	Reduced
3364	FWM Forza Wealth Management Sarasota, Florida	$2.54M	$0	4	0.78%	Maintained
3365	CP Clarendon Private Boston, Massachusetts	$2.54M	+$40.5K	5	1.63%	Increased
3366	PWP Phillips Wealth Planners Starkville, Mississippi	$2.53M	-$13.1K	5	1.86%	Reduced
3367	CCM Chickasaw Capital Management Memphis, Tennessee	$2.53M	-$110K	1	0.09%	Reduced
3368	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$2.53M	-$60.9K	3	0.32%	Reduced
3369	FA FDx Advisors Chicago, Illinois	$2.52M	-$214K	3	0.76%	Reduced
3370	WMA William Mack & Associates Troy, Michigan	$2.52M	+$698K	1	0.89%	Increased
3371	ECM Empirical Capital Management Hendersonville, Tennessee	$2.52M	$0	1	0.69%	Maintained
3372	SIM Spark Investment Management New York	$2.52M	$0	1	4.93%	Maintained
3373	PRP Peak Retirement Planning Columbus, Ohio	$2.52M	+$343K	2	0.4%	Increased
3374	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$2.52M	$0	3	0.5%	Maintained
3375	WCM Wisconsin Capital Management Madison, Wisconsin	$2.52M	+$23.9K	2	1.2%	Increased