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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
3626	TFA Transamerica Financial Advisors St. Petersburg, Florida	$110K	+$103K	2	0.01%	Increased
3627	DCM Disciplina Capital Management Nashville, Tennessee	$108K	$0	1	0.02%	Maintained
3628	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$107K	$0	1	0.09%	Maintained
3629	CAM Costello Asset Management Feasterville, Pennsylvania	$107K	+$7.71K	2	0.1%	Increased
3630	LFA Level Financial Advisors East Amherst, New York	$106K	$0	1	0.06%	Maintained
3631	AWA Authentikos Wealth Advisory Morgan Hill, California	$103K	+$105K	2	0.1%	New
3632	WFA West Financial Advisors Des Moines, Iowa	$102K	+$7.33K	2	0.03%	Increased
3633	Delta Accumulation LLC Sausalito, California	$98.8K	+$101K	1	0.02%	New
3634	HC Hoese & Co Glencoe, Minnesota	$97.2K	$0	2	0.1%	Maintained
3635	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$97K	$0	1	0%	Maintained
3636	CMF Counterpoint Mutual Funds San Diego, California	$96.5K	-$323K	1	0.08%	Reduced
3637	IRAG Investment Research & Advisory Group Atlanta, Georgia	$93.3K	$0	1	0.05%	Maintained
3638	CB Centennial Bank Conway, Arkansas	$93K	+$94K	1	0.06%	New
3639	IA IFS Advisors Overland Park, Kansas	$90.8K	+$2.06K	1	0.17%	Increased
3640	BOC Bull Oak Capital San Diego, California	$83.8K	+$86.1K	1	0.09%	New
3641	BAM Brave Asset Management Summit, New Jersey	$82.6K	+$31.6K	2	0.03%	Increased
3642	LP LGL Partners Philadelphia, Pennsylvania	$82.3K	+$84.5K	1	0.01%	New
3643	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$81.2K	+$8.99K	2	0.03%	Increased
3644	CCA Cruiser Capital Advisors Stamford, Connecticut	$79.5K	$0	1	0.11%	Maintained
3645	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$77.9K	+$109K	1	0.05%	New
3646	BG Bollard Group Boston, Massachusetts	$76K	-$30K	1	0%	Reduced
3647	Antipodes Partners Royal Exchange, Australia	$75K	-$6.9K	1	0%	Reduced
3648	SR Syntax Research Boca Raton, Florida	$74.3K	+$75.5K	2	0.06%	New
3649	Saba Capital Management New York	$73.8K	+$79.4K	1	0%	New
3650	FFC First Financial Corp Terre Haute, Indiana	$73.4K	$0	2	0.04%	Maintained