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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
3426	DI Disciplined Investments Tulsa, Oklahoma	$258K	-$150K	11	0.14%	Reduced
3427	HNW High Note Wealth Deephaven, Minnesota	$258K	+$197K	1	0.11%	New
3428	MWM Marietta Wealth Management Marietta, Georgia	$257K	$0	1	0.05%	Maintained
3429	HA Hofer & Associates Thousand Oaks, California	$257K	+$197K	1	0.25%	New
3430	EL EWA LLC Pittsbugh, Pennsylvania	$257K	+$196K	1	0.18%	New
3431	MPW MGO Private Wealth Irvine, California	$256K	-$42.2K	1	0.19%	Reduced
3432	CA Cornerstone Advisory Hunt Valley, Maryland	$256K	+$195K	1	0.04%	New
3433	DCM Difesa Capital Management New York	$255K	+$195K	1	0.67%	New
3434	SC Saybrook Capital Winston Salem, North Carolina	$255K	-$50K	1	0.08%	Reduced
3435	SGC Slocum, Gordon & Co Newport, Rhode Island	$254K	-$41.2K	1	0.18%	Reduced
3436	TFA Triad Financial Advisors Greensboro, North Carolina	$254K	+$194K	1	0.1%	New
3437	FNWM Financial Network Wealth Management Draper, Utah	$254K	+$191K	1	0.12%	New
3438	OWA Outlook Wealth Advisors Shenandoah, Texas	$254K	+$222K	1	0.1%	New
3439	BA Bridge Advisory Pasadena, California	$254K	$0	1	0.09%	Maintained
3440	MWM Mattern Wealth Management Lawrence, Kansas	$253K	+$194K	1	0.07%	New
3441	SIC Shoker Investment Counsel Oxford, Ohio	$251K	$0	1	0.11%	Maintained
3442	EA Emerald Advisors Bellevue, Washington	$251K	+$192K	1	0.06%	New
3443	GCIA Gabelli & Co Investment Advisers Rye, New York	$251K	+$192K	1	0.04%	New
3444	BWIA Bryant Woods Investment Advisors Getzville, New York	$251K	+$192K	1	0.18%	New
3445	CMS Capital Market Strategies Palm Beach Gardens, Florida	$251K	+$192K	1	0.23%	New
3446	QAM Q3 Asset Management Birmingham, Michigan	$251K	+$192K	1	0.12%	New
3447	CA Cresta Advisors Laredo, Texas	$250K	-$177K	1	0.19%	Reduced
3448	MIC Meridian Investment Counsel Lafayette, California	$250K	$0	1	0.09%	Maintained
3449	VWM Venturi Wealth Management Austin, Texas	$250K	-$2.24M	2	0.02%	Reduced
3450	GIP Greatmark Investment Partners Columbus, Georgia	$249K	+$190K	1	0.04%	New