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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
4926	TCM TruNorth Capital Management Kalamazoo, Michigan	$63.6K	-$6.57K	3	0.02%	Reduced
4927	GCM Glynn Capital Management Menlo Park, California	$62.7K	+$4.82K	2	0.01%	Increased
4928	STB S&T Bank Indiana, Pennsylvania	$62.4K	+$60.1K	2	0.02%	New
4929	CWM Cedar Wealth Management Walnut Creek, California	$62.1K	-$15.4K	1	0.02%	Reduced
4930	FW Fairway Wealth Independence, Ohio	$59.3K	+$22K	3	0.03%	Increased
4931	MM Main Management San Francisco, California	$58K	+$124	1	0%	Increased
4932	OW Olistico Wealth Tulsa, Oklahoma	$57.8K	+$12.2K	2	0.03%	Increased
4933	HFS Hopwood Financial Services Reston, Virginia	$57.7K	+$59.1K	2	0.04%	New
4934	OAJ Ogorek Anthony Joseph Williamsville, New York	$57K	$0	1	0.02%	Maintained
4935	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$55.8K	+$1.29K	2	0.02%	Increased
4936	DMKJ David M. Knott Jr	$55.6K	$0	1	0.02%	Maintained
4937	FCT First Community Trust Dubuque, Iowa	$55.3K	$0	1	0.04%	Maintained
4938	FFL Financial Freedom LLC Cincinnati, Ohio	$54.6K	$0	3	0.03%	Maintained
4939	UIA Ulland Investment Advisors Minneapolis, Minnesota	$53K	$0	2	0.03%	Maintained
4940	PS PayPay Securities Tokyo, Japan	$52.6K	+$25.7K	2	2.28%	Increased
4941	DF DecisionPoint Financial Mesa, Arizona	$50.5K	-$965	1	0.02%	Reduced
4942	BCM Berbice Capital Management Melville, New York	$49.8K	+$52.6K	1	0.04%	New
4943	1L 10Elms LLP Tulsa, Oklahoma	$49.7K	+$39.6K	1	0.05%	New
4944	GFL Granite FO LLC Bedford, New Hampshire	$49.1K	$0	2	0.03%	Maintained
4945	WCM Winthrop Capital Management Carmel, Indiana	$49K	+$1.93K	2	0.01%	Increased
4946	SIM Studio Investment Management Chicago, Illinois	$47.8K	+$625	3	0.01%	Increased
4947	OFA Oak Family Advisors Chicago, Illinois	$45.2K	+$36K	1	0.02%	New
4948	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$44.8K	$0	3	0.01%	Maintained
4949	WAM WFA Asset Management Whitefish Bay, Wisconsin	$44.7K	$0	2	0.02%	Maintained
4950	PWA Principia Wealth Advisory Dallas, Texas	$41.3K	+$34.8K	6	0.04%	New