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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
3526	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$223K	+$170K	1	0.14%	New
3527	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$222K	+$170K	1	0.15%	New
3528	CA Cambridge Advisors Omaha, Nebraska	$222K	$0	1	0.06%	Maintained
3529	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$222K	+$197K	1	0.01%	New
3530	BIM Bullseye Investment Management Cincinnati, Ohio	$222K	-$1.13M	1	0.16%	Reduced
3531	CWA Centennial Wealth Advisory Traverse City, Michigan	$221K	+$169K	1	0.12%	New
3532	BOM Bank of Marin Novato, California	$221K	-$61.6K	1	0.21%	Reduced
3533	KC Kingfisher Capital Charlotte, North Carolina	$221K	+$169K	1	0.06%	New
3534	HPWM High Pines Wealth Management Duxbury, Massachusetts	$221K	+$169K	1	0.34%	New
3535	IAP Indie Asset Partners Carmel, Indiana	$221K	+$169K	1	0.24%	New
3536	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$220K	+$193K	1	0.09%	New
3537	BI Ballast Inc Lexington, Kentucky	$220K	+$168K	1	0.08%	New
3538	HWM Heirloom Wealth Management Greenwood Village, Colorado	$220K	+$168K	1	0.1%	New
3539	HIGP Hill Investment Group Partners St. Louis, Missouri	$218K	+$167K	1	0.04%	New
3540	CRIG Charter Research & Investment Group Southport, Connecticut	$218K	+$182K	1	0.18%	New
3541	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$218K	+$166K	1	0.19%	New
3542	AWM Alterna Wealth Management Houston, Texas	$218K	+$166K	1	0.25%	New
3543	TFA Trinity Financial Advisors Columbus, Ohio	$218K	+$166K	1	0.12%	New
3544	AGP Autumn Glory Partners Dallas, Texas	$217K	+$190K	1	0.16%	New
3545	EL Essex LLC Deer Park, Illinois	$217K	+$166K	1	0.06%	New
3546	PEP Pickering Energy Partners Houston, Texas	$217K	+$168K	2	3.63%	New
3547	WH Whitcomb & Hess Ashland, Ohio	$217K	+$186K	1	0.08%	New
3548	AIM Avity Investment Management Greenwich, Connecticut	$216K	+$189K	1	0.02%	New
3549	GCL Gouws Capital LLC Charlotte, North Carolina	$216K	+$192K	1	0.18%	New
3550	GWM Gray Wealth Management Bangor, Maine	$216K	+$192K	1	0.11%	New