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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
3826	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$201K	+$124K	1	0.04%	Increased
3827	TB Terril Brothers St. Louis, Missouri	$201K	+$172K	1	0.07%	New
3828	FCC Flower City Capital Pittsford, New York	$200K	+$192K	1	0.15%	New
3829	YWS Yarger Wealth Strategies Westerville, Ohio	$200K	+$191K	1	0.16%	New
3830	LRWA Long Run Wealth Advisors Lake Placid, New York	$200K	+$191K	1	0.06%	New
3831	QL Quarry LP New York	$199K	+$64.4K	8	0.03%	Increased
3832	CPG Custom Portfolio Group Englewood, Colorado	$199K	+$189K	3	0.18%	New
3833	CCA Criterion Capital Advisors Nashville, Tennessee	$199K	+$184K	4	0.14%	New
3834	IPW Impact Partnership Wealth Marietta, Georgia	$194K	-$94.7K	4	0.07%	Reduced
3835	UFM Ursa Fund Management Danville, California	$194K	+$172K	1	0.34%	New
3836	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$186K	+$45.2K	3	0.16%	Increased
3837	RBC Roble Belko & Company Sewickley, Pennsylvania	$184K	-$475	3	0.03%	Reduced
3838	PP PrairieView Partners St. Paul, Minnesota	$181K	-$36.4K	1	0.02%	Reduced
3839	CFG CKW Financial Group Honolulu, Hawaii	$177K	-$71.3K	2	0.02%	Reduced
3840	ECM Elgethun Capital Management Sioux Falls, South Dakota	$175K	$0	1	0.05%	Maintained
3841	SFA Semmax Financial Advisors Winston Salem, North Carolina	$171K	$0	2	0.06%	Maintained
3842	TC Trium Capital London, United Kingdom	$171K	-$53.4K	1	0.01%	Reduced
3843	VL Vima LLC Troy, Michigan	$169K	+$159K	2	0.39%	New
3844	AJ Ashburton (Jersey) St Helier, Jersey	$168K	$0	1	0.08%	Maintained
3845	AA Addison Advisors Middlebury, Vermont	$166K	+$32.6K	2	0.06%	Increased
3846	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$165K	+$168K	1	0.14%	Increased
3847	PO Private Ocean San Rafael, California	$161K	$0	2	0.02%	Maintained
3848	W WealthCollab Bellevue, Washington	$161K	+$150K	8	0.13%	New
3849	CAM Chesapeake Asset Management New York	$157K	-$916K	2	0.14%	Reduced
3850	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$156K	-$199K	2	0.06%	Reduced