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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	LFA LGT Financial Advisors Dallas, Texas	$19.4K	-$29.7K	2	0.04%	Reduced
5102	LAMC Longview Asset Management (California) San Rafael, California	$18.3K	$0	1	0.01%	Maintained
5103	SAS Spurstone Advisory Services Higganum, Connecticut	$17.8K	-$4.28K	1	0.26%	Reduced
5104	BPCM Beach Point Capital Management Santa Monica, California	$16.5K	$0	1	0.01%	Maintained
5105	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$15.6K	+$987	4	0.01%	Increased
5106	CAIM Catherine Avery Investment Management Longboat Key, Florida	$15.5K	$0	2	0.01%	Maintained
5107	EAM Eukles Asset Management Cincinnati, Ohio	$11.5K	$0	2	0%	Maintained
5108	FVIM Fort Vancouver Investment Management Vancouver, Washington	$11.1K	$0	1	0.01%	Maintained
5109	BIM Breakwater Investment Management Seattle, Washington	$10.6K	+$6.24K	3	0%	Increased
5110	NCM Northwest Capital Management Lake Oswego, Oregon	$10.4K	-$198K	2	0.01%	Reduced
5111	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$9.78K	$0	1	0%	Maintained
5112	BC Bulwark Capital Fernandina Beach, Florida	$9.22K	$0	1	0.01%	Maintained
5113	LIM Longfellow Investment Management Boston, Massachusetts	$8.61K	+$2.55K	1	0%	Increased
5114	KFP Keener Financial Planning Keller, Texas	$8K	$0	1	0%	Maintained
5115	SWP SIMA Wealth Partners North Chesterfield, Virginia	$6.76K	+$6.66K	1	0.01%	New
5116	GCM Gladius Capital Management Chicago, Illinois	$5.34K	-$887K	1	0%	Reduced
5117	RWPA Richard W. Paul & Associates Novi, Michigan	$4.78K	-$1.58K	2	0%	Reduced
5118	GAG Goodman Advisory Group Needham, Massachusetts	$4.31K	-$7.43K	1	0%	Reduced
5119	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$4K	$0	1	0%	Maintained
5120	BCWM Ball & Co Wealth Management Franklin, Tennessee	$4K	$0	1	0%	Maintained
5121	PMIM Prudent Man Investment Management Louisville, Colorado	$3.63K	$0	1	0%	Maintained
5122	XC XY Capital Central, Hong Kong	$2.67K	+$2.08K	1	0%	New
5123	SIP Sellwood Investment Partners Portland, Oregon	$2.07K	+$1.94K	1	0%	New
5124	BGWM Bridge Generations Wealth Management South Miami, Florida	$1.87K	$0	1	0%	Maintained
5125	CW Curio Wealth Annapolis, Maryland	$1.84K	-$85.8K	1	0%	Reduced