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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
5101	PCM Payne Capital Management New York	$421K	$0	1	0.11%	Maintained
5102	S Systrade Vaduz, Liechtenstein	$421K	$0	1	0.26%	Maintained
5103	DF Define Financial San Diego, California	$420K	+$104K	1	0.19%	Increased
5104	CWL Causey Wealth LLC Greenwood Village, Colorado	$420K	$0	1	0.16%	Maintained
5105	HIA Harvest Investment Advisors Tallahassee, Florida	$419K	$0	1	0.21%	Maintained
5106	AFA Avant Financial Advisors Austin, Texas	$417K	+$43.7K	1	0.26%	Increased
5107	W WPWealth Fort Worth, Texas	$414K	+$108K	1	0.06%	Increased
5108	CFG Copley Financial Group San Diego, California	$412K	-$166K	1	0.25%	Reduced
5109	PAM Peak Asset Management Louisville, Colorado	$412K	$0	1	0.06%	Maintained
5110	Manning & Napier Advisors Fairport, New York	$412K	+$108K	6	0.01%	Increased
5111	JWM Jupiter Wealth Management Glendale, Colorado	$411K	+$357K	1	0.16%	New
5112	PWA Primoris Wealth Advisors North Palm Beach, Florida	$411K	-$1.12M	2	0.19%	Reduced
5113	AFIA America First Investment Advisors Omaha, Nebraska	$410K	$0	1	0.08%	Maintained
5114	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$410K	$0	1	0.11%	Maintained
5115	BWM Base Wealth Management Lakewood Ranch, Florida	$409K	$0	1	0.19%	Maintained
5116	PWM Praetorian Wealth Management Carmel, California	$406K	-$795	1	0.07%	Reduced
5117	BFS Baskin Financial Services Toronto, Ontario, Canada	$405K	$0	1	0.03%	Maintained
5118	PS Portfolio Strategies Monsey, New York	$405K	$0	1	0.04%	Maintained
5119	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$404K	+$69.2K	1	0.05%	Increased
5120	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$404K	+$807	1	0.07%	Increased
5121	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$404K	+$382K	1	0.06%	New
5122	GOCP Great Oak Capital Partners South Easton, Massachusetts	$404K	$0	1	0.09%	Maintained
5123	2L 25 LLC St. Louis, Missouri	$402K	-$27K	1	0.11%	Reduced
5124	RK Rather & Kittrell Knoxville, Tennessee	$402K	+$105K	1	0.06%	Increased
5125	TI tru Independence Portland, Oregon	$401K	+$5.57K	1	0.18%	Increased