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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
4026	ORC O'Rourke & Company Boston, Massachusetts	$242K	+$211K	1	0.12%	New
4027	AA AlphaQ Advisors Winter Park, Florida	$241K	+$210K	1	0.67%	New
4028	VFG V2 Financial group Naperville, Illinois	$241K	+$1.37K	1	0.16%	Increased
4029	NAMNJ NorthStar Asset Management (New Jersey) Hackettstown, New Jersey	$241K	+$210K	1	0.16%	New
4030	ECM Elgethun Capital Management Sioux Falls, South Dakota	$240K	$0	1	0.06%	Maintained
4031	MAM Montchanin Asset Management Montchanin, Delaware	$240K	+$176K	1	0.22%	New
4032	TCOK Trust Company of Kansas Wichita, Kansas	$240K	+$221K	1	0.12%	New
4033	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$239K	+$212K	1	0.03%	New
4034	WR WD Rutherford Portland, Oregon	$238K	$0	1	0.12%	Maintained
4035	DWM Dechtman Wealth Management Centennial, Colorado	$238K	+$208K	1	0.05%	New
4036	VWA VERITY Wealth Advisors Sausalito, United States	$238K	+$179K	1	0.17%	New
4037	MKC M. Kraus & Co Shelburne, Vermont	$238K	$0	1	0.07%	Maintained
4038	FFL Future Fund LLC Chicago, Illinois	$238K	-$1.38M	1	0.69%	Reduced
4039	SWP Significant Wealth Partners Cary, Illinois	$237K	+$174K	2	0.12%	Increased
4040	AL ACAS LLC Rancho Santa Fe, California	$237K	$0	1	0.2%	Maintained
4041	BIA Beacon Investment Advisors Gaithersburg, Maryland	$237K	+$21.4K	1	0.11%	Increased
4042	HC Hoese & Co Glencoe, Minnesota	$237K	+$69.6K	4	0.2%	Increased
4043	IPWA International Private Wealth Advisors San Diego, California	$237K	-$116K	1	0.35%	Reduced
4044	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$236K	-$6.73K	4	0.2%	Reduced
4045	LFCM Long Focus Capital Management San Juan, Puerto Rico	$236K	$0	1	0.01%	Maintained
4046	WCWM Willow Creek Wealth Management Sebastopol, California	$236K	$0	1	0.02%	Maintained
4047	MPW MA Private Wealth San Carlos, California	$235K	+$205K	1	0.04%	New
4048	SFS Solitude Financial Services Charlottesville, Virginia	$235K	+$205K	1	0.1%	New
4049	CPP Capasso Planning Partners Charleston, South Carolina	$235K	-$1.22K	1	0.07%	Reduced
4050	FFA Frazier Financial Advisors Columbus, Ohio	$234K	-$75K	7	0.18%	Reduced