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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
5001	WestEnd Advisors Charlotte, North Carolina	$6.87K	-$322	1	0%	Reduced
5002	CFG Chapman Financial Group Kailua, Hawaii	$6.46K	+$5.15K	1	0.01%	New
5003	EPIME Evelyn Partners Investment Management (Europe) Dublin,	$6.06K	+$4.83K	1	0%	New
5004	FVIM Fort Vancouver Investment Management Vancouver, Washington	$5.92K	$0	1	0.01%	Maintained
5005	PCM Perritt Capital Management Chicago, Illinois	$4.97K	$0	2	0%	Maintained
5006	RJA Ross\Johnson & Associates Plymouth, Minnesota	$4.86K	+$5.08K	2	0.11%	New
5007	MG MilWealth Group Milwaukee, Wisconsin	$4.58K	+$2.81K	2	0%	Increased
5008	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$3.63K	+$2.9K	1	0%	New
5009	PMIM Prudent Man Investment Management Louisville, Colorado	$3.63K	+$2.9K	1	0%	New
5010	LIM Longfellow Investment Management Boston, Massachusetts	$2.32K	$0	1	0%	Maintained
5011	ORAM One River Asset Management Stamford, Connecticut	$1.25K	+$965	1	0%	New
5012	MCA Midwest Capital Advisors Grand Rapids, Michigan	$1.21K	+$965	1	0%	New
5013	BFP Briaud Financial Planning College Station, Texas	$1K	+$1.56K	1	0%	New
5014	FS Financially Speaking Greenwood Village, Colorado	$987	+$938	1	0%	New
5015	DRS Deane Retirement Strategies New Orleans, Louisiana	$658	$0	1	0%	Maintained
5016	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$543	+$567	1	0%	New
5017	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$404	+$322	1	0%	New
5018	AW Affinity Wealth Canton, Ohio	$329	+$313	1	0%	New
5019	2L 25 LLC St. Louis, Missouri	$0	-$519K	0	–	Closed
5020	4FG 4Thought Financial Group Syosset, New York	$0	-$89K	0	–	Closed
5021	AMG Ace Management Global Sao Paulo, Brazil	$0	-$43M	0	–	Closed
5022	Achmea Investment Management Zeist, Netherlands	$0	-$525K	0	–	Closed
5023	APM Advanced Portfolio Management New York	$0	-$1.51M	0	–	Closed
5024	Advent Capital Management New York	$0	-$2.65M	0	–	Closed
5025	ARC Advisor Resource Council Dallas, Texas	$0	-$2.53M	0	–	Closed