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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	TIM Tevis Investment Management Plano, Texas	$33K	+$24.6K	3	0.03%	Increased
3402	ACM Antonetti Capital Management Naples, Florida	$32K	-$3.28K	2	0.03%	Reduced
3403	TCM Tuttle Capital Management Riverside, Connecticut	$32K	+$62.4K	1	0.09%	New
3404	TWP TFO Wealth Partners Maumee, Ohio	$31K	+$1.4K	3	0.01%	Increased
3405	WAM Warberg Asset Management Winnetka, Illinois	$31K	+$16.1K	2	0.01%	Increased
3406	CIR Clear Investment Research Alpharetta, Georgia	$28K	$0	2	0.06%	Maintained
3407	MIM Meridiem Investment Management London, United Kingdom	$27K	$0	1	0%	Maintained
3408	SC Seldon Capital San Francisco, California	$27K	$0	1	0.02%	Maintained
3409	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$26K	$0	1	0.01%	Maintained
3410	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$26K	$0	1	0%	Maintained
3411	APC Aspire Private Capital Cornelius, North Carolina	$25K	$0	4	0.01%	Maintained
3412	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$25K	$0	1	0.01%	Maintained
3413	MRI Mad River Investors Boston, Massachusetts	$24K	$0	1	0.02%	Maintained
3414	NSB Norway Savings Bank Portland, Maine	$24K	-$1K	1	0.01%	Reduced
3415	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$24K	-$1.64K	1	0.01%	Reduced
3416	ARIS Advanced Research Investment Solutions Los Angeles, California	$20K	+$819	1	0.01%	Increased
3417	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$20K	$0	1	0.02%	Maintained
3418	LWP Lumature Wealth Partners Alpharetta, Georgia	$19K	-$636K	2	0.01%	Reduced
3419	AIA Arcadia Investment Advisors Eagle, Idaho	$17.2K	$0	1	0.01%	Maintained
3420	TC Trust Company Manhattan, Kansas	$17K	-$430K	1	0%	Reduced
3421	SFM Systematic Financial Management Teaneck, New Jersey	$16K	$0	1	0%	Maintained
3422	WA Win Advisors Palm Beach Gardens, Florida	$16K	+$5.88K	1	0.03%	Increased
3423	BAM Baldrige Asset Management Allentown, Pennsylvania	$15K	-$22.9K	1	0.01%	Reduced
3424	CM Cornerstone Management Duluth, Georgia	$14.2K	$0	1	0%	Maintained
3425	Close Asset Management London, United Kingdom	$14K	$0	1	0%	Maintained