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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
3751	FFA Frazier Financial Advisors Columbus, Ohio	$171K	+$45.8K	7	0.14%	Increased
3752	JCM Jag Capital Management St Louis, Missouri	$169K	-$10.1M	1	0.02%	Reduced
3753	SFA Semmax Financial Advisors Winston Salem, North Carolina	$167K	+$1.92K	4	0.05%	Increased
3754	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$166K	-$620K	3	0.09%	Reduced
3755	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$164K	-$5.48M	1	0.01%	Reduced
3756	PIS POM Investment Strategies Raleigh, North Carolina	$163K	+$13.1K	2	0.13%	Increased
3757	BGAI Bruce G. Allen Investments Denver, Colorado	$162K	-$8.67K	4	0.13%	Reduced
3758	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$162K	+$14.9K	1	0.05%	Increased
3759	UIA Ulland Investment Advisors Minneapolis, Minnesota	$160K	-$104K	2	0.13%	Reduced
3760	MWA Moser Wealth Advisors Bellevue, Washington	$158K	-$61K	1	0.09%	Reduced
3761	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$155K	-$3.71K	1	0.3%	Reduced
3762	DCM Disciplina Capital Management Nashville, Tennessee	$150K	$0	1	0.03%	Maintained
3763	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$150K	$0	3	0.06%	Maintained
3764	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$149K	+$33.9K	3	0.1%	Increased
3765	BCFD Boit C.F. David	$149K	+$132K	1	0.08%	New
3766	VIA Virtus Investment Advisers Hartford, Connecticut	$145K	-$1.16M	1	0.1%	Reduced
3767	PO Private Ocean San Rafael, California	$145K	+$24.9K	3	0.02%	Increased
3768	BAM Byrne Asset Management Kingston, New Jersey	$144K	+$120K	3	0.1%	Increased
3769	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$144K	+$154K	1	0.05%	New
3770	PP PFS Partners Mine Hill, New Jersey	$144K	+$18.4K	5	0.1%	Increased
3771	PP Pingora Partners Wilson, Wyoming	$143K	+$137K	2	0.1%	New
3772	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$142K	-$86.9K	3	0.06%	Reduced
3773	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$139K	-$20.5K	3	0.03%	Reduced
3774	SR Syntax Research Boca Raton, Florida	$136K	+$52.8K	2	0.1%	Increased
3775	BPCM Beach Point Capital Management Santa Monica, California	$135K	$0	1	0.05%	Maintained