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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
3401	CFSG Community Financial Services Group Newport, Vermont	$227K	+$216K	1	0.06%	New
3402	HI Hendershot Investments Centreville, Virginia	$227K	+$216K	1	0.03%	New
3403	LCM LVM Capital Management Portage, Michigan	$227K	+$218K	1	0.03%	New
3404	SWMP Signature Wealth Management Partners Montvale, New Jersey	$227K	+$216K	1	0.19%	New
3405	WW Westshore Wealth Newport Beach, California	$227K	+$216K	1	0.16%	New
3406	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$226K	+$215K	1	0.14%	New
3407	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$226K	+$215K	1	0.01%	New
3408	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$225K	+$188K	1	0.09%	Increased
3409	UFA US Financial Advisors Braintree, Massachusetts	$225K	+$214K	1	0.1%	New
3410	GG GenWealth Group Maplewood, New Jersey	$224K	+$213K	1	0.06%	New
3411	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$224K	-$40K	1	0.06%	Reduced
3412	PCM Pinz Capital Management New York	$224K	+$221K	2	0.09%	New
3413	AC AWM Capital Phoenix, Arizona	$223K	$0	1	0.17%	Maintained
3414	LFCM Long Focus Capital Management San Juan, Puerto Rico	$223K	+$320K	1	0.03%	New
3415	SWG Summit Wealth Group White River Junction, Vermont	$223K	-$82.2K	1	0.25%	Reduced
3416	TFA Trinity Financial Advisors Columbus, Ohio	$223K	+$212K	1	0.13%	New
3417	TLP Trinity Legacy Partners Houston, Texas	$223K	+$212K	1	0.08%	New
3418	CC Claybrook Capital Wellesley, Massachusetts	$222K	+$211K	1	0.1%	New
3419	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$222K	+$224K	1	0.14%	New
3420	IIM Ipswich Investment Management Beverly, Massachusetts	$221K	+$210K	1	0.05%	New
3421	PG Proffitt & Goodson Knoxville, Tennessee	$220K	-$185K	2	0.04%	Reduced
3422	TCM Triumph Capital Management Denver, Colorado	$220K	-$96.6K	1	0.1%	Reduced
3423	TL Tradewinds LLC Raleigh, North Carolina	$219K	+$887K	1	0.26%	New
3424	AFC AFT Forsyth & Company West Palm Beach, Florida	$219K	+$208K	1	0.11%	New
3425	BP BBR Partners New York	$219K	+$251K	1	0.03%	New