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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
3801	CIR Clear Investment Research Alpharetta, Georgia	$112K	+$19K	2	0.15%	Increased
3802	UFM Ursa Fund Management Danville, California	$110K	$0	1	0.22%	Maintained
3803	BAM BOCHK Asset Management Hong Kong	$109K	-$28.5K	1	0.04%	Reduced
3804	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$108K	$0	1	0.07%	Maintained
3805	PP Pacifica Partners Surrey, Canada	$108K	+$13.7K	2	0.05%	Increased
3806	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$108K	$0	1	0.03%	Maintained
3807	CT Clearstead Trust Portland, Maine	$106K	+$48K	2	0.03%	Increased
3808	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$105K	$0	1	0.03%	Maintained
3809	GC Gould Capital Tacoma, Washington	$102K	-$3.52K	1	0.07%	Reduced
3810	Antipodes Partners Royal Exchange, Australia	$100K	+$31.1K	2	0%	Increased
3811	BCM Blume Capital Management Berkeley, California	$99.5K	+$9.96K	1	0.02%	Increased
3812	VWA Valued Wealth Advisors Holladay, Utah	$99.3K	-$21.4K	3	0.07%	Reduced
3813	FFC First Financial Corp Terre Haute, Indiana	$99.2K	+$23.4K	4	0.05%	Increased
3814	FSC Full Sail Capital Oklahoma City, Oklahoma	$99K	$0	1	0.01%	Maintained
3815	GPI General Partner Inc Pittsburgh, Pennsylvania	$96.4K	+$72.2K	2	0.06%	Increased
3816	AA Addison Advisors Middlebury, Vermont	$94.6K	-$28.1K	2	0.03%	Reduced
3817	MIM Macroview Investment Management Bethesda, Maryland	$93.7K	-$196K	4	0.1%	Reduced
3818	PFA Pathway Financial Advisers Auburn, Indiana	$92.7K	-$15K	3	0.03%	Reduced
3819	MWA Miller Wealth Advisors Ridgeway, Colorado	$91.9K	+$4.1K	1	0.05%	Increased
3820	PWM Partnership Wealth Management Towson, Maryland	$91.1K	+$9.77K	1	0.06%	Increased
3821	CSC Caldwell Sutter Capital Sausalito, California	$91K	+$59.2K	3	0.04%	Increased
3822	FFO Fortitude Family Office Scottsdale, Arizona	$88.3K	-$51.4K	7	0.06%	Reduced
3823	IHWM Iron Horse Wealth Management Johston, Iowa	$88K	+$2.34K	2	0.03%	Increased
3824	SFO Standard Family Office Sioux Falls, South Dakota	$87.5K	+$76.6K	1	0.12%	New
3825	TVWM Tower View Wealth Management Shorewood, Wisconsin	$87K	$0	1	0.05%	Maintained