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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
4901	DWA Delos Wealth Advisors Dallas, Texas	$33.2K	+$31.4K	2	0.03%	New
4902	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$32.3K	-$34.5K	3	0.01%	Reduced
4903	AIA Arcadia Investment Advisors Eagle, Idaho	$32.3K	-$603	2	0.02%	Reduced
4904	GCM Gladstone Capital Management London, United Kingdom	$31.8K	$0	1	0%	Maintained
4905	UA USCF Advisers Walnut Creek, California	$29.1K	$0	2	2.86%	Maintained
4906	MDA Minot DeBlois Advisors Boston, Massachusetts	$29.1K	-$7.91K	1	0.03%	Reduced
4907	FW Fairway Wealth Independence, Ohio	$28.3K	-$24.4K	2	0.01%	Reduced
4908	Laird Norton Wetherby Trust Company Seattle, Washington	$28.2K	$0	1	0%	Maintained
4909	Aviso Financial Toronto, Ontario, Canada	$26.4K	$0	1	0%	Maintained
4910	HFS Horizon Financial Services Winston Salem, North Carolina	$25.7K	$0	3	0.01%	Maintained
4911	CFG Chapman Financial Group Kailua, Hawaii	$25.7K	+$24.4K	1	0.02%	New
4912	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$24.7K	-$401	1	0.02%	Reduced
4913	CW Cooksen Wealth The Woodlands, Texas	$23.8K	+$9.34K	1	0.02%	Increased
4914	PAMS Pinpoint Asset Management (Singapore) Singapore,	$23.8K	+$19.3K	2	0%	New
4915	SHM Sagard Holdings Management Toronto, Ontario, Canada	$23K	+$20.1K	2	0.06%	New
4916	SR Summer Road West Palm Beach, Florida	$22.7K	$0	1	0.02%	Maintained
4917	WAM WFA Asset Management Whitefish Bay, Wisconsin	$22.5K	+$14.8K	2	0.01%	Increased
4918	RCM Ravenstone Capital Management Toronto,	$22.2K	-$336K	2	0.01%	Reduced
4919	AIM Access Investment Management Atlanta, Georgia	$19.6K	+$16.9K	1	0.01%	New
4920	TCM Traub Capital Management Needham, Massachusetts	$19.6K	+$15.4K	1	0.02%	New
4921	LAM Lummis Asset Management Fort Worth, Texas	$18.7K	$0	2	0.01%	Maintained
4922	PS PayPay Securities Tokyo, Japan	$18.4K	-$14.8K	2	0.9%	Reduced
4923	WestEnd Advisors Charlotte, North Carolina	$17.8K	-$301	1	0%	Reduced
4924	LAMC Longview Asset Management (California) San Rafael, California	$17.5K	$0	1	0.01%	Maintained
4925	SAS Spurstone Advisory Services Higganum, Connecticut	$17K	-$11.4K	2	0.26%	Reduced