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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	CPCP Cedar Point Capital Partners Cedar Rapids, Iowa	$228K	+$178K	1	0.15%	New
4902	SJGA Stephen J. Garry & Associates Garden City, New York	$228K	+$178K	1	0.18%	New
4903	TR Tepp RIA Westfield, New Jersey	$227K	+$177K	1	0.26%	New
4904	MI Motiv8 Investments Port St. Lucie, Florida	$227K	+$177K	1	0.12%	New
4905	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$227K	-$2.43K	4	0.03%	Reduced
4906	WCM Winebrenner Capital Management Louisville, Kentucky	$226K	+$223K	1	0.16%	New
4907	SAM Summit Asset Management Memphis, Tennessee	$226K	+$2.08K	1	0.03%	Increased
4908	HWM HFG Wealth Management The Woodlands, Texas	$225K	+$176K	1	0.12%	New
4909	LCG Lynx Capital Group Beachwood, Ohio	$225K	+$176K	1	0.1%	New
4910	SA SoundView Advisors Olympia, Washington	$224K	$0	1	0.08%	Maintained
4911	PCM Palouse Capital Management Spokane, Washington	$223K	+$590	2	0.14%	Increased
4912	AI Axecap Investments Mason, Ohio	$223K	$0	1	0.14%	Maintained
4913	BNMT Bawa N Mallick Trust Forest Hills, New York	$222K	+$173K	1	0.08%	New
4914	NCM Nellore Capital Management Redwood City, California	$222K	+$173K	1	0.02%	New
4915	OIM Oracle Investment Management Greenwich, Connecticut	$222K	+$173K	1	0.14%	New
4916	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$222K	+$19.2K	4	0.07%	Increased
4917	AFM Aspetuck Financial Management Westport, Connecticut	$221K	+$173K	1	0.15%	New
4918	DWA Davis Wealth Advisors Salem, New Hampshire	$221K	-$71.5K	1	0.2%	Reduced
4919	SSC Syverson Strege & Co West Des Moines, Iowa	$221K	-$295K	1	0.05%	Reduced
4920	GHA GW Henssler & Associates Kennesaw, Georgia	$221K	+$172K	1	0.01%	New
4921	AB ANB Bank Denver, Colorado	$221K	+$186K	1	0.09%	New
4922	RWRC R.W. Roge & Company Bohemia, New York	$220K	+$172K	1	0.11%	New
4923	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$219K	-$37.6K	4	0.18%	Reduced
4924	GIM Groesbeck Investment Management Paramus, New Jersey	$219K	$0	1	0.43%	Maintained
4925	CCP Cushing Capital Partners Delafield, Wisconsin	$219K	-$66.1K	1	0.17%	Reduced