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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
3701	JFG JDM Financial Group Austin, Texas	$28.8K	$0	3	0.03%	Maintained
3702	RTL Red Tortoise LLC Atlanta, Georgia	$27.9K	+$2.31K	4	0.02%	Increased
3703	SFM Systematic Financial Management Teaneck, New Jersey	$27.6K	$0	1	0%	Maintained
3704	HF Halpern Financial Ashburn, Virginia	$27.3K	+$16.2K	1	0.01%	Increased
3705	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$26.8K	+$1.28K	2	0.01%	Increased
3706	POIA Pin Oak Investment Advisors Houston, Texas	$26K	-$41.1K	2	0.03%	Reduced
3707	FFL Financial Freedom LLC Cincinnati, Ohio	$25.9K	-$5.29K	2	0.02%	Reduced
3708	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$22.5K	$0	1	0.01%	Maintained
3709	Parallax Volatility Advisers San Francisco, California	$22.4K	-$185K	1	0%	Reduced
3710	PEP Pickering Energy Partners Houston, Texas	$20.7K	-$201K	1	0.26%	Reduced
3711	CS Capital Square Chattanooga, Tennessee	$20.1K	+$33.8K	1	0.03%	New
3712	AIA Arcadia Investment Advisors Eagle, Idaho	$19.7K	$0	1	0.01%	Maintained
3713	FPFS First Personal Financial Services Charlotte, North Carolina	$19.4K	$0	2	0.01%	Maintained
3714	YCM Yakira Capital Management Westport, Connecticut	$18.8K	-$5.28M	1	0.01%	Reduced
3715	TC Trust Company Manhattan, Kansas	$18.8K	$0	1	0%	Maintained
3716	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$18.3K	+$18.9K	2	0.01%	New
3717	DWA Delos Wealth Advisors Dallas, Texas	$17.4K	$0	2	0.02%	Maintained
3718	RCA Reitz Capital Advisors Freeland, Michigan	$16.2K	-$391K	2	0.03%	Reduced
3719	MIM Meridiem Investment Management London, United Kingdom	$15K	$0	1	0%	Maintained
3720	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$15K	$0	1	0%	Maintained
3721	RL Rogco LP Claremore, Oklahoma	$15K	+$15.4K	1	0.01%	New
3722	Close Asset Management London, United Kingdom	$14K	$0	1	0%	Maintained
3723	CQS Credential Qtrade Securities Vancouver,	$12.8K	-$692K	1	0%	Reduced
3724	GM Gilfoyle Management Branford, Connecticut	$12.6K	+$9.76K	1	25.6%	Increased
3725	HCA Heck Capital Advisors Rhinelander, Wisconsin	$12K	$0	1	0%	Maintained