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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
5076	ATC Advantage Trust Company Salina, Kansas	$46.1K	$0	1	0.02%	Maintained
5077	T Transce3nd Kyle, Texas	$45.4K	-$1.2M	1	0.41%	Reduced
5078	VT Volterra Technologies New York	$45.4K	-$537K	1	0%	Reduced
5079	GCM Gladstone Capital Management London, United Kingdom	$44.5K	$0	1	0%	Maintained
5080	BGA Battery Global Advisors Boston, Massachusetts	$44.1K	+$364	1	0.02%	Increased
5081	AIA Arcadia Investment Advisors Eagle, Idaho	$43.3K	$0	2	0.02%	Maintained
5082	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$41.7K	+$1.73K	3	0.01%	Increased
5083	FW Fairway Wealth Independence, Ohio	$37.5K	$0	2	0.01%	Maintained
5084	CFG Chapman Financial Group Kailua, Hawaii	$36K	$0	1	0.02%	Maintained
5085	UA USCF Advisers Walnut Creek, California	$36K	$0	2	3.61%	Maintained
5086	PC Promus Capital Chicago, Illinois	$35.6K	+$19.6K	2	0.02%	Increased
5087	MDA Minot DeBlois Advisors Boston, Massachusetts	$33.8K	$0	1	0.03%	Maintained
5088	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$33.4K	$0	1	0.02%	Maintained
5089	PS PayPay Securities Tokyo, Japan	$31.8K	+$6.65K	3	1.14%	Increased
5090	WAM WFA Asset Management Whitefish Bay, Wisconsin	$31.3K	$0	2	0.02%	Maintained
5091	SHM Sagard Holdings Management Toronto, Ontario, Canada	$29.6K	$0	2	0.15%	Maintained
5092	APM Advanced Portfolio Management New York	$29.6K	+$23.5K	2	0.08%	New
5093	APW Atlantic Private Wealth Chapel Hill, North Carolina	$26.4K	-$414K	2	0.02%	Reduced
5094	WestEnd Advisors Charlotte, North Carolina	$24.9K	$0	1	0%	Maintained
5095	RCM Ravenstone Capital Management Toronto,	$24.5K	-$4.76K	1	0.01%	Reduced
5096	MC Meteora Capital Boca Raton, Florida	$23.2K	+$23.2K	1	0%	New
5097	NOI Newton One Investments Newark, Delaware	$22.6K	-$26K	2	0.01%	Reduced
5098	1L 10Elms LLP Tulsa, Oklahoma	$22.2K	-$20.8K	1	0.02%	Reduced
5099	AIM Access Investment Management Atlanta, Georgia	$20.6K	$0	1	0.01%	Maintained
5100	LAM Lummis Asset Management Fort Worth, Texas	$19.8K	$0	2	0.01%	Maintained