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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	LFCM Long Focus Capital Management San Juan, Puerto Rico	$210K	$0	1	0.01%	Maintained
3702	SFP Sandbox Financial Partners Bethesda, Maryland	$210K	-$55.5K	1	0.09%	Reduced
3703	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$210K	-$9.77K	1	0.09%	Reduced
3704	TCM TD Capital Management Memphis, Tennessee	$209K	+$1.14K	3	0.02%	Increased
3705	QWM Quaker Wealth Management Moorestown, New Jersey	$209K	+$19.7K	1	0.08%	Increased
3706	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$209K	+$183K	1	0.08%	New
3707	VCM Vision Capital Management Portland, Oregon	$209K	-$21.3K	1	0.03%	Reduced
3708	FCFC First Citizens Financial Corp Mason City, Iowa	$209K	+$182K	1	0.12%	New
3709	BWA Beam Wealth Advisors Covington, Louisiana	$208K	-$107K	1	0.13%	Reduced
3710	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$208K	+$177K	1	0.02%	New
3711	DJYG David J. Yvars Group University Park, Florida	$208K	+$3.91K	1	0.14%	Increased
3712	KIC Kensington Investment Counsel Long Beach, California	$207K	-$131K	1	0.09%	Reduced
3713	CWP Core Wealth Partners Santa Rosa, California	$207K	+$29.1K	1	0.16%	Increased
3714	GWM Grand Wealth Management Grand Rapids, Michigan	$207K	+$180K	1	0.1%	New
3715	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$207K	+$225K	1	0.03%	New
3716	KFS Kelly Financial Services Braintree, Massachusetts	$206K	+$5.43K	3	0.08%	Increased
3717	QFA Quattro Financial Advisors The Woodlands, Texas	$205K	+$180K	1	0.06%	Increased
3718	IP Investment Partners New Philadelphia, Ohio	$205K	+$179K	1	0.09%	New
3719	PWW Pettyjohn Wood & White Lynchburg, Virginia	$205K	+$179K	1	0.04%	New
3720	HIF Hill Island Financial Grand Rapids, Michigan	$205K	$0	1	0.07%	Maintained
3721	MWM Mascoma Wealth Management Hanover, New Hampshire	$205K	$0	3	0.06%	Maintained
3722	OHIS Oak Harvest Investment Services Houston, Texas	$204K	-$918K	1	0.03%	Reduced
3723	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$204K	-$781	1	0.09%	Reduced
3724	RLWM RF&L Wealth Management Acton, Massachusetts	$204K	$0	1	0.16%	Maintained
3725	CCG Chatham Capital Group Savannah, Georgia	$203K	+$178K	1	0.04%	New