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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
4176	SHF Safe Harbor Fiduciary Pensacola, Florida	$139K	+$128K	2	0.13%	New
4177	BIA Biondo Investment Advisors Milford, Pennsylvania	$138K	+$168K	1	0.02%	New
4178	DCM Disciplina Capital Management Nashville, Tennessee	$137K	-$31.7K	1	0.02%	Reduced
4179	CIR Clear Investment Research Alpharetta, Georgia	$136K	-$8.89K	2	0.18%	Reduced
4180	Laird Norton Wetherby Trust Company Seattle, Washington	$134K	-$17K	1	0.02%	Reduced
4181	MIM Macroview Investment Management Bethesda, Maryland	$134K	-$14.7K	5	0.13%	Reduced
4182	HF Halpern Financial Ashburn, Virginia	$133K	+$39.2K	2	0.03%	Increased
4183	EA Evolution Advisers Richmond, Virginia	$133K	-$98.1K	3	0.07%	Reduced
4184	BPCM Beach Point Capital Management Santa Monica, California	$132K	$0	1	0.04%	Maintained
4185	DWS Dynamic Wealth Strategies Granite Bay, California	$132K	-$37K	2	0.11%	Reduced
4186	MB Mizuho Bank Tokyo, Japan	$131K	$0	1	0.03%	Maintained
4187	OCM Osterweis Capital Management San Francisco, California	$131K	-$228K	1	0.01%	Reduced
4188	DWM Dogwood Wealth Management Lenexa, Kansas	$127K	+$19.8K	3	0.07%	Increased
4189	FFC First Financial Corp Terre Haute, Indiana	$126K	-$13.1K	5	0.06%	Reduced
4190	PWM Partnership Wealth Management Towson, Maryland	$122K	$0	1	0.09%	Maintained
4191	SWM Sanctuary Wealth Management Pocatello, Idaho	$122K	$0	2	0.09%	Maintained
4192	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$119K	+$30.6K	1	0.08%	Increased
4193	NA Nordwand Advisors Radnor, Pennsylvania	$118K	-$146K	1	0.03%	Reduced
4194	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$116K	$0	2	0.07%	Maintained
4195	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$115K	+$16.5K	1	0.04%	Increased
4196	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$114K	$0	1	0.03%	Maintained
4197	DEM Disciplined Equity Management Neptune Beach, Florida	$113K	$0	1	0.07%	Maintained
4198	TC Trust Company Manhattan, Kansas	$108K	-$1.35K	3	0.01%	Reduced
4199	CB Centennial Bank Conway, Arkansas	$106K	-$1.2K	1	0.05%	Reduced
4200	Delta Accumulation LLC Sausalito, California	$103K	$0	1	0.01%	Maintained