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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	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$262K	-$2.21M	1	0.02%	Reduced
3627	Confluence Investment Management St. Louis, Missouri	$262K	-$208K	1	0%	Reduced
3628	MWM Mosley Wealth Management Anaheim, California	$262K	+$251K	1	0.26%	New
3629	HR Howe & Rusling Rochester, New York	$262K	+$11.9K	1	0.03%	Increased
3630	FFO Fiduciary Family Office Boca Raton, Florida	$262K	+$224K	1	0.11%	New
3631	FCIM Fairview Capital Investment Management Greenbrae, California	$262K	$0	1	0.02%	Maintained
3632	WF Whelan Financial Fresno, California	$262K	+$39.9K	1	0.12%	Increased
3633	CFA Cahill Financial Advisors Edina, Minnesota	$261K	+$7.37K	1	0.04%	Increased
3634	LFG Leverty Financial Group Hudson, Wisconsin	$261K	+$47.5K	1	0.17%	Increased
3635	NCFG New Century Financial Group Princeton, New Jersey	$260K	+$249K	1	0.22%	New
3636	LCM Leisure Capital Management Costa Mesa, California	$260K	-$3.56K	1	0.14%	Reduced
3637	NFP Narus Financial Partners Salt Lake City, Utah	$259K	-$4.04K	1	0.12%	Reduced
3638	TFF The Family Firm Bethesda, Maryland	$259K	$0	1	0.07%	Maintained
3639	AL ACAS LLC Rancho Santa Fe, California	$258K	+$16.6K	1	0.29%	Increased
3640	JA JVL Associates Wyoming, Michigan	$258K	+$43.3K	1	0.12%	Increased
3641	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$258K	$0	2	0.23%	Maintained
3642	HNW High Note Wealth Deephaven, Minnesota	$258K	$0	1	0.1%	Maintained
3643	KA Kooman & Associates Altoona, Pennsylvania	$258K	-$6.18K	1	0.12%	Reduced
3644	Todd Asset Management Louisville, Kentucky	$258K	$0	1	0.01%	Maintained
3645	LIA LifePlan Investment Advisors Raleigh, North Carolina	$257K	-$8.79K	1	0.24%	Reduced
3646	VIM VELA Investment Management New Albany, Ohio	$257K	+$222K	1	0.1%	New
3647	LFCM Long Focus Capital Management San Juan, Puerto Rico	$257K	$0	1	0.01%	Maintained
3648	FSWA Financial Synergies Wealth Advisors Houston, Texas	$257K	+$14.5K	4	0.04%	Increased
3649	SRCM Signature Resources Capital Management Newport Beach, California	$256K	+$245K	2	0.23%	New
3650	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$256K	+$19.7K	1	0.1%	Increased