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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
3376	MIM Meridiem Investment Management London, United Kingdom	$7.39K	-$11.4K	1	0%	Reduced
3377	WAM Warberg Asset Management Winnetka, Illinois	$7.36K	-$15K	1	0%	Reduced
3378	KC Kenfarb & Co Ashland, Kentucky	$7.25K	$0	1	0.01%	Maintained
3379	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$6.75K	+$6.59K	1	0%	New
3380	HCA Heck Capital Advisors Rhinelander, Wisconsin	$5.91K	$0	1	0%	Maintained
3381	MAWA Moss Adams Wealth Advisors Seattle, Washington	$4.85K	+$4.91K	1	0%	New
3382	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$4.8K	$0	1	0%	Maintained
3383	RP Repertoire Partners New York	$3.85K	$0	1	0%	Maintained
3384	GMA Glassy Mountain Advisors Bethesda, Maryland	$3.69K	+$5.68K	1	0%	New
3385	NOI Newton One Investments Newark, Delaware	$3.69K	$0	1	0%	Maintained
3386	NF Norwood Financial Honesdale, Pennsylvania	$3.69K	$0	1	0.01%	Maintained
3387	RCM Ravenstone Capital Management Toronto,	$3.69K	$0	1	0%	Maintained
3388	FCT First Community Trust Dubuque, Iowa	$3K	$0	1	0%	Maintained
3389	HT Headlands Technologies Chicago, Illinois	$3K	+$3.19K	2	0%	New
3390	WC Wynnefield Capital New York	$2.2K	$0	1	0%	Maintained
3391	WestEnd Advisors Charlotte, North Carolina	$2.09K	+$379	1	0%	Increased
3392	EAM Eukles Asset Management Cincinnati, Ohio	$2K	$0	1	0%	Maintained
3393	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$2K	$0	1	0%	Maintained
3394	BFA BBJS Financial Advisors Seattle, Washington	$1.85K	+$2.84K	1	0%	New
3395	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$1.85K	$0	1	0%	Maintained
3396	LIM Longfellow Investment Management Boston, Massachusetts	$1.57K	$0	1	0%	Maintained
3397	HF Halpern Financial Ashburn, Virginia	$1.11K	-$37.9K	1	0%	Reduced
3398	BAM Baldrige Asset Management Allentown, Pennsylvania	$1K	-$11.4K	1	0%	Reduced
3399	MWC MBM Wealth Consultants Chesterfield, Missouri	$1K	+$568	1	0%	Increased
3400	MAM Marquette Asset Management Minneapolis, Minnesota	$739	$0	1	0%	Maintained