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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
3851	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$231K	-$4.37K	1	0.09%	Reduced
3852	FWM FFT Wealth Management Philadelphia, Pennsylvania	$231K	+$5.07K	1	0.02%	Increased
3853	HA Hofer & Associates Thousand Oaks, California	$231K	+$204K	1	0.18%	New
3854	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$231K	+$49.5K	1	0.33%	Increased
3855	PP Pacifica Partners Surrey, Canada	$231K	+$67.3K	3	0.1%	Increased
3856	KA Kooman & Associates Altoona, Pennsylvania	$230K	+$203K	1	0.09%	New
3857	NMG New Millennium Group Sandy, Utah	$230K	-$64.6K	2	0.15%	Reduced
3858	SFG Sunburst Financial Group Vestavia Hills, Alabama	$230K	+$203K	1	0.06%	New
3859	MFA Morling Financial Advisors Fremont, California	$229K	-$19.4K	1	0.1%	Reduced
3860	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$229K	$0	1	0.16%	Maintained
3861	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$229K	$0	1	0.1%	Maintained
3862	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$229K	$0	1	0.13%	Maintained
3863	RGC Roberts, Glore & Co Deerfield, Illinois	$229K	-$60.5K	1	0.07%	Reduced
3864	WCM Windsor Capital Management Phoenix, Arizona	$228K	+$201K	1	0.07%	New
3865	RLWM RF&L Wealth Management Acton, Massachusetts	$228K	-$1.4K	1	0.17%	Reduced
3866	ECM Elgethun Capital Management Sioux Falls, South Dakota	$227K	$0	1	0.06%	Maintained
3867	LI Lafayette Investments Ashton, Maryland	$227K	+$234K	1	0.05%	New
3868	NF Nikulski Financial Bettendorf, Iowa	$227K	-$20.1K	1	0.07%	Reduced
3869	LFA Lauterbach Financial Advisors El Paso, Texas	$226K	+$190K	1	0.15%	New
3870	SP Systematic Portfolios New York	$226K	+$233K	1	1.57%	New
3871	OMIC Old Mission Investment Co Traverse City, Michigan	$226K	-$41.9K	1	0.07%	Reduced
3872	MKC M. Kraus & Co Shelburne, Vermont	$225K	$0	1	0.07%	Maintained
3873	RC Rovin Capital Mesa, Arizona	$224K	-$35.8K	1	0.09%	Reduced
3874	PM Penbrook Management New York	$224K	-$6.99K	2	0.14%	Reduced
3875	VW Veridan Wealth West Linn, Oregon	$224K	+$123K	1	0.09%	New