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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
3476	MCA Millennium Capital Advisors Little Rock, Arkansas	$326K	+$11.9K	1	0.25%	Increased
3477	TPWM Twelve Points Wealth Management Concord, Massachusetts	$326K	+$9.51K	1	0.15%	Increased
3478	CastleKeep Investment Advisors Westport, Connecticut	$325K	+$279K	1	0.23%	New
3479	ACM Alethea Capital Management Mercer Island, Washington	$325K	$0	1	0.38%	Maintained
3480	SL Salomon & Ludwin Richmond, Virginia	$325K	$0	3	0.03%	Maintained
3481	WP Wealthspan Partners Davenport, Iowa	$324K	-$21.9K	1	0.23%	Reduced
3482	DWMG DB Wealth Management Group San Diego, California	$323K	-$96K	1	0.18%	Reduced
3483	PVH Psagot Value Holdings Tel Aviv, Israel	$323K	-$1.02M	9	0.14%	Reduced
3484	VCM Vision Capital Management Portland, Oregon	$322K	+$308K	1	0.05%	New
3485	SCP Stevens Capital Partners Omaha, Nebraska	$322K	+$12.6K	1	0.22%	Increased
3486	MFG Mendota Financial Group Madison, Wisconsin	$320K	+$2.38K	3	0.25%	Increased
3487	TCPG Trivant Custom Portfolio Group San Diego, California	$320K	$0	1	0.21%	Maintained
3488	CCB Cutter & Co Brokerage Ballwin, Missouri	$319K	-$18.3K	1	0.09%	Reduced
3489	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$316K	+$475	1	0.04%	Increased
3490	BFA Benedict Financial Advisors Atlanta, Georgia	$316K	$0	1	0.09%	Maintained
3491	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$316K	+$5.94K	1	0.08%	Increased
3492	MSA Marino Stram & Associates Braintree, Massachusetts	$316K	+$951	1	0.08%	Increased
3493	FCA Fortis Capital Advisors Prairie Village, Kansas	$316K	-$5.65M	1	0.17%	Reduced
3494	TW Towerpoint Wealth Sacramento, California	$316K	-$138K	1	0.17%	Reduced
3495	HPWM High Pines Wealth Management Duxbury, Massachusetts	$316K	+$34.7K	1	0.48%	Increased
3496	TLA Tanglewood Legacy Advisors Houston, Texas	$316K	$0	1	0.17%	Maintained
3497	WCM Washington Capital Management Seattle, Washington	$315K	+$297K	1	0.27%	New
3498	LIA LBMC Investment Advisors Brentwood, Tennessee	$314K	-$59.7K	1	0.03%	Reduced
3499	RFS Retirement Financial Solutions Knoxville, Tennessee	$314K	-$5.52K	1	0.18%	Reduced
3500	JF JSF Financial Los Angeles, California	$314K	-$428K	1	0.11%	Reduced