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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
3501	AA Addison Advisors Middlebury, Vermont	$157K	+$140K	2	0.1%	Increased
3502	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$157K	+$150K	2	0.04%	New
3503	EAM Exos Asset Management New York	$156K	-$1.39M	1	0.08%	Reduced
3504	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$155K	$0	2	0.03%	Maintained
3505	BL Bleichroeder LP New York	$153K	+$37.3K	1	0.02%	Increased
3506	PP Pacifica Partners Surrey, Canada	$153K	-$48.3K	2	0.1%	Reduced
3507	CAM Costello Asset Management Feasterville, Pennsylvania	$151K	+$8.05K	2	0.09%	Increased
3508	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$147K	$0	1	0%	Maintained
3509	AIM AHL Investment Management Winter Park, Florida	$145K	+$144K	3	0.13%	New
3510	GC Gould Capital Tacoma, Washington	$145K	+$138K	1	0.1%	New
3511	PP PFS Partners Mine Hill, New Jersey	$143K	+$136K	3	0.11%	New
3512	PCM Perritt Capital Management Chicago, Illinois	$142K	+$26.4K	1	0.07%	Increased
3513	LAS Lloyd Advisory Services Suwanee, Georgia	$141K	+$115K	3	0.07%	Increased
3514	SI SCP Investment Orinda, California	$141K	+$191K	1	0.05%	New
3515	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$139K	$0	4	0.03%	Maintained
3516	EFMH E Fund Management (HK) Central, Hong Kong	$139K	+$156K	1	0.08%	New
3517	TW Towerpoint Wealth Sacramento, California	$138K	$0	1	0.07%	Maintained
3518	First Pacific Advisors El Segundo, California	$137K	$0	1	0%	Maintained
3519	HCP Hexagon Capital Partners Rogers, Arkansas	$137K	-$8.05K	4	0.04%	Reduced
3520	IWP IAG Wealth Partners Waukesha, Wisconsin	$136K	-$4.29K	3	0.04%	Reduced
3521	CWM Cedar Wealth Management Walnut Creek, California	$134K	+$124K	2	0.05%	New
3522	WFA West Financial Advisors Des Moines, Iowa	$133K	$0	1	0.04%	Maintained
3523	FA Fortis Advisors Wayne, Pennsylvania	$128K	$0	1	0.07%	Maintained
3524	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$127K	+$121K	1	0.04%	New
3525	SAS Stelac Advisory Services New York	$127K	-$2.68M	1	0.03%	Reduced