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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
4201	MWP Meridian Wealth Partners Exton, Pennsylvania	$1.2M	+$315K	2	0.15%	Increased
4202	AW Atlas Wealth Cincinnati, Ohio	$1.2M	-$91.6K	2	0.17%	Reduced
4203	Corvex Management New York	$1.2M	$0	1	0.04%	Maintained
4204	CCMG Connecticut Capital Management Group Milford, Connecticut	$1.2M	+$226K	3	0.97%	Increased
4205	GCL Gouws Capital LLC Charlotte, North Carolina	$1.2M	-$103K	2	0.56%	Reduced
4206	FC Fusion Capital Mt. Pleasant, South Carolina	$1.2M	$0	2	0.28%	Maintained
4207	CA CGN Advisors Manhattan, Kansas	$1.2M	+$856K	2	0.09%	Increased
4208	O3W Omni 360 Wealth Plainsboro, New Jersey	$1.2M	$0	2	0.55%	Maintained
4209	LCM Leisure Capital Management Costa Mesa, California	$1.19M	+$42.2K	2	0.37%	Increased
4210	SCM Stonehearth Capital Management Danvers, Massachusetts	$1.19M	-$237K	2	0.41%	Reduced
4211	NPFS Novak & Powell Financial Services St. Petersburg, Florida	$1.19M	+$64.7K	2	0.56%	Increased
4212	NC nVerses Capital Wellington, Florida	$1.19M	+$626K	5	1.83%	Increased
4213	TLCM Twin Lakes Capital Management Redwood Shores, California	$1.19M	$0	3	0.46%	Maintained
4214	FFG Frisch Financial Group Melville, New York	$1.19M	-$29.6K	2	0.2%	Reduced
4215	JFA JNBA Financial Advisors Bloomington, Minnesota	$1.19M	+$121K	8	0.09%	Increased
4216	PWC PYA Waltman Capital Knoxville, Tennessee	$1.19M	+$15.9K	2	0.28%	Increased
4217	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$1.19M	-$19.7K	2	0.09%	Reduced
4218	PAP Persistent Asset Partners Hong Kong	$1.19M	-$712K	10	0.35%	Reduced
4219	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$1.19M	+$170K	2	0.24%	Increased
4220	TCM Telos Capital Management San Diego, California	$1.18M	-$1.44M	3	0.1%	Reduced
4221	HI Hudock Inc Williamsport, Pennsylvania	$1.18M	+$102K	2	0.15%	Increased
4222	GA GFS Advisors Houston, Texas	$1.18M	-$4.1M	3	0.12%	Reduced
4223	LDB Lee, Danner & Bass Nashville, Tennessee	$1.18M	-$172	2	0.07%	Reduced
4224	IA IF Advisors San Antonio, Texas	$1.18M	$0	1	0.77%	Maintained
4225	EML Eos Management LP New York	$1.18M	+$1.11M	1	0.47%	New