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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
3976	LFCM Long Focus Capital Management San Juan, Puerto Rico	$189K	$0	1	0.01%	Maintained
3977	Close Asset Management London, United Kingdom	$188K	+$154K	2	0.01%	Increased
3978	MFG Mendota Financial Group Madison, Wisconsin	$186K	-$8.54K	2	0.1%	Reduced
3979	PCM Palouse Capital Management Spokane, Washington	$185K	-$16.5K	1	0.12%	Reduced
3980	FPB First PREMIER Bank Sioux Falls, South Dakota	$185K	+$153K	3	0.05%	Increased
3981	PP PrairieView Partners St. Paul, Minnesota	$184K	+$39.5K	3	0.02%	Increased
3982	CT Clearstead Trust Portland, Maine	$184K	+$70.4K	3	0.05%	Increased
3983	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$180K	-$4.02K	1	0.01%	Reduced
3984	RBC Roble Belko & Company Sewickley, Pennsylvania	$179K	-$3.07K	3	0.03%	Reduced
3985	FCMT Founders Capital Management (Texas) Houston, Texas	$178K	-$7.87K	2	0.12%	Reduced
3986	ACM Anfield Capital Management Irvine, California	$177K	-$1.42M	3	0.09%	Reduced
3987	PO Private Ocean San Rafael, California	$177K	+$16.5K	4	0.02%	Increased
3988	IRC Investors Research Corp Atlanta, Georgia	$171K	+$36.6K	3	0.04%	Increased
3989	CCA Criterion Capital Advisors Nashville, Tennessee	$169K	-$47.9K	5	0.11%	Reduced
3990	BCFD Boit C.F. David	$169K	$0	1	0.09%	Maintained
3991	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$167K	+$39.1K	4	0.1%	Increased
3992	PIS POM Investment Strategies Raleigh, North Carolina	$167K	$0	2	0.13%	Maintained
3993	FF Friedenthal Financial Marlton, New Jersey	$166K	+$93.3K	4	0.1%	Increased
3994	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$165K	+$19.6K	2	0.02%	Increased
3995	CFG CKW Financial Group Honolulu, Hawaii	$164K	+$25.8K	3	0.02%	Increased
3996	WR WD Rutherford Portland, Oregon	$160K	+$148K	1	0.08%	New
3997	HC Hoese & Co Glencoe, Minnesota	$160K	+$8.39K	2	0.14%	Increased
3998	KLWA Kelly Lawrence W & Associates Pasadens, California	$159K	+$64K	3	0.04%	Increased
3999	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$155K	+$951	4	0.09%	Increased
4000	CJL Cyrus J. Lawrence New York	$155K	+$72.5K	2	0.03%	Increased