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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	KFS Kurt F. Somerville	$218K	-$5.98K	1	0.04%	Reduced
3377	CC Constitution Capital Shelton, Connecticut	$218K	+$183K	1	0.13%	New
3378	FCIM Fairview Capital Investment Management Greenbrae, California	$218K	+$183K	1	0.01%	New
3379	AA AJ Advisors Nashville, Tennessee	$217K	+$183K	1	0.16%	New
3380	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$217K	+$211K	1	0.02%	New
3381	MCA Millennium Capital Advisors Little Rock, Arkansas	$217K	+$182K	1	0.19%	New
3382	WCWM Willow Creek Wealth Management Sebastopol, California	$216K	+$182K	1	0.03%	New
3383	AIP Ahrens Investment Partners Lafayette, Louisiana	$215K	+$187K	4	0.11%	New
3384	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$215K	+$211K	1	0.08%	New
3385	JEST JTC Employer Solutions Trustee St Helier, Jersey	$215K	$0	1	0.02%	Maintained
3386	ANB Amarillo National Bank Amarillo, Texas	$214K	+$208K	1	0.04%	New
3387	SIC Shoker Investment Counsel Oxford, Ohio	$214K	+$208K	1	0.09%	New
3388	TCM Tufton Capital Management Hunt Valley, Maryland	$214K	+$208K	1	0.05%	New
3389	TTWM TCV Trust & Wealth Management Richmond, Virginia	$214K	-$5.99K	1	0.02%	Reduced
3390	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$213K	$0	1	0.06%	Maintained
3391	MIC Meridian Investment Counsel Lafayette, California	$213K	+$207K	1	0.08%	New
3392	IPW Intergy Private Wealth Colorado Springs, Colorado	$213K	+$179K	1	0.12%	New
3393	PGIM Custom Harvest Newark, New Jersey	$213K	+$179K	1	0.01%	New
3394	N Numerai San Francisco, California	$211K	+$180K	1	0.07%	New
3395	SP Successful Portfolios Clearwater, Florida	$211K	+$178K	1	0.13%	New
3396	SHWM Silicon Hills Wealth Management Austin, Texas	$211K	+$177K	1	0.13%	New
3397	BC Barrett & Company Providence, Rhode Island	$211K	$0	2	0.13%	Maintained
3398	KA Kooman & Associates Altoona, Pennsylvania	$211K	+$177K	1	0.11%	New
3399	FCM Family Capital Management Grand Rapids, Michigan	$209K	+$176K	1	0.09%	New
3400	ACM Ategra Capital Management Vienna, Virginia	$209K	+$203K	1	0.11%	New