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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
3451	CA CV Advisors Aventura, Florida	$212K	$0	1	0.15%	Maintained
3452	GC Globeflex Capital San Diego, California	$212K	$0	1	0.04%	Maintained
3453	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$211K	$0	1	0.14%	Maintained
3454	AA Addison Advisors Middlebury, Vermont	$210K	+$43K	2	0.11%	Increased
3455	AC Aristides Capital Louisville, Kentucky	$210K	-$2.17M	1	0.13%	Reduced
3456	AIM Athena Investment Management Orinda, California	$210K	+$218K	1	0.16%	New
3457	DWM Dopkins Wealth Management Williamsville, New York	$210K	-$5.42M	1	0.23%	Reduced
3458	HI Hendershot Investments Centreville, Virginia	$210K	-$18.7K	1	0.03%	Reduced
3459	PO Private Ocean San Rafael, California	$210K	-$7.74K	2	0.03%	Reduced
3460	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$209K	-$36K	1	0.03%	Reduced
3461	MWM Madison Wealth Management Cincinnati, Ohio	$209K	-$4.67K	1	0.04%	Reduced
3462	OAM Origin Asset Management London, United Kingdom	$209K	$0	1	0.07%	Maintained
3463	AAM Augustine Asset Management Jacksonville, Florida	$208K	+$180K	1	0.1%	New
3464	CFSG Clark Financial Services Group Chesterfield, Missouri	$208K	$0	1	0.15%	Maintained
3465	Jones Financial Companies Des Peres, Missouri	$208K	-$65.6K	4	0%	Reduced
3466	MGAM McGowan Group Asset Management Dallas, Texas	$208K	+$178K	1	0.03%	New
3467	KWA KCS Wealth Advisory Los Angeles, California	$207K	$0	1	0.1%	Maintained
3468	MIC Meridian Investment Counsel Lafayette, California	$207K	$0	1	0.07%	Maintained
3469	AC AWM Capital Phoenix, Arizona	$206K	-$18.7K	1	0.13%	Reduced
3470	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$206K	$0	3	0.09%	Maintained
3471	BHTS Bar Harbor Trust Services Ellsworth, Maine	$205K	-$9.34K	1	0.06%	Reduced
3472	FC Fusion Capital Mt. Pleasant, South Carolina	$205K	+$178K	1	0.11%	New
3473	SMP Santa Monica Partners Palm Beach Gardens, Florida	$205K	$0	1	0.14%	Maintained
3474	Simon Quick Advisors Morristown, New Jersey	$205K	-$273K	2	0.06%	Reduced
3475	WF Whelan Financial Fresno, California	$205K	+$178K	1	0.13%	New