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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
4726	PSC Prentiss Smith & Co Brattleboro, Vermont	$690K	-$111K	1	0.38%	Reduced
4727	CastleKnight Management New York	$689K	-$648K	2	0.01%	Reduced
4728	KAM KEB Asset Management Springfield, Illinois	$687K	+$23.4K	2	0.11%	Increased
4729	BWA BCU Wealth Advisors Vernon Hills, Illinois	$687K	+$66.3K	1	0.23%	Increased
4730	IIM Invariant Investment Management Camp Hill, Pennsylvania	$686K	$0	1	0.4%	Maintained
4731	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$686K	-$147K	1	0.05%	Reduced
4732	SMG Smart Money Group Eastland, Texas	$684K	+$304K	2	0.18%	Increased
4733	TFG Tull Financial Group Chesapeake, Virginia	$684K	+$8.35K	1	0.27%	Increased
4734	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$681K	+$40.7K	4	0.48%	Increased
4735	CFG CKW Financial Group Honolulu, Hawaii	$681K	+$68.7K	5	0.07%	Increased
4736	RW Ridgeline Wealth Mesa, Arizona	$679K	-$11.2K	2	0.4%	Reduced
4737	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$678K	$0	1	0.02%	Maintained
4738	SCA Stillwater Capital Advisors Devon, Pennsylvania	$677K	-$5.97K	1	0.07%	Reduced
4739	M MYeCFO La Jolla, California	$677K	+$1.59K	1	0.26%	Increased
4740	COFSG Carbahal Olsen Financial Services Group Davis, California	$676K	$0	1	0.47%	Maintained
4741	TLFA True Link Financial Advisors San Francisco, California	$676K	-$117K	1	0.04%	Reduced
4742	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$675K	+$191K	5	0.06%	Increased
4743	CA Commerce Advisors Memphis, Tennessee	$675K	-$55.9K	2	0.37%	Reduced
4744	AC Annandale Capital Dallas, Texas	$675K	+$397K	2	0.09%	Increased
4745	JWS Juncture Wealth Strategies Scottsdale, Arizona	$674K	-$52.5K	1	0.18%	Reduced
4746	FCIM Fairview Capital Investment Management Greenbrae, California	$674K	+$50.4K	2	0.04%	Increased
4747	SAFS S&A Financial Services Overland Park, Kansas	$674K	+$188K	2	0.41%	Increased
4748	BF Brogan Financial Knoxville, Tennessee	$673K	-$206K	2	0.27%	Reduced
4749	MWM Mascagni Wealth Management Clinton, Mississippi	$672K	+$197K	2	0.42%	Increased
4750	KG Kilter Group Rhinebeck, New York	$671K	+$41.9K	14	0.24%	Increased