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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
5201	LIM Letson Investment Management Atlanta, Georgia	$360K	$0	1	0.13%	Maintained
5202	VI Versor Investments New York	$359K	+$307K	1	0.75%	New
5203	CWA Cascade Wealth Advisors Wenatchee, Washington	$358K	$0	1	0.14%	Maintained
5204	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$357K	-$25K	1	0.3%	Reduced
5205	TPW TL Private Wealth Southlake, Texas	$356K	$0	1	0.13%	Maintained
5206	MA MKT Advisors Escondido, California	$356K	-$1.99K	1	0.11%	Reduced
5207	LOAMU Lombard Odier Asset Management (USA) New York	$355K	+$336K	1	0.05%	New
5208	PIP Philadelphia Investment Partners Voorhees, New Jersey	$355K	+$275K	2	0.22%	Increased
5209	PCM Poehling Capital Management Madison, Wisconsin	$354K	-$3.37M	1	0.08%	Reduced
5210	BAM Bosun Asset Management Chicago, Illinois	$352K	$0	1	0.18%	Maintained
5211	HA HC Advisors Sandy Springs, Georgia	$352K	$0	1	0.21%	Maintained
5212	NL NKCFO LLC Geneva, Illinois	$351K	-$156K	1	0.11%	Reduced
5213	CastleKeep Investment Advisors Westport, Connecticut	$350K	$0	1	0.18%	Maintained
5214	CSI Cross Staff Investments Pittsford, New York	$349K	$0	1	0.2%	Maintained
5215	WGS Washington Growth Strategies Washington, District of Columbia	$349K	$0	1	0.19%	Maintained
5216	EIA Edgemoor Investment Advisors Bethesda, Maryland	$349K	-$13.7K	1	0.02%	Reduced
5217	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$348K	+$329K	1	0.21%	New
5218	FFWM Future Financial Wealth Management Cincinnati, Ohio	$348K	$0	1	0.22%	Maintained
5219	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$348K	+$20.9K	2	0.2%	Increased
5220	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$347K	-$1.59K	1	0.08%	Reduced
5221	SF Steffes Financial Overland Park, Kansas	$347K	+$10.7K	1	0.15%	Increased
5222	VW Veridan Wealth West Linn, Oregon	$347K	+$76K	1	0.12%	Increased
5223	MW Marrick Wealth Irvine, California	$347K	-$5.17K	1	0.25%	Reduced
5224	CFM Cornerstone Financial Management Burlington, Massachusetts	$346K	+$114K	15	0.28%	Increased
5225	TC TAGStone Capital Charlotte, North Carolina	$346K	-$65.6K	1	0.11%	Reduced