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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
5226	GC Gibson Capital Wexford, Pennsylvania	$346K	-$234K	1	0.06%	Reduced
5227	AMG Asset Management Group Stamford, Connecticut	$345K	$0	1	0.05%	Maintained
5228	CFA Churchill Financial Advisors Louisville, Kentucky	$343K	$0	1	0.07%	Maintained
5229	AWM Alterna Wealth Management Houston, Texas	$343K	+$19.9K	1	0.2%	Increased
5230	WP Walleye Partners Madison, Wisconsin	$343K	+$6.36K	1	0.39%	Increased
5231	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$342K	-$8.35K	1	0.17%	Reduced
5232	EF Elite Financial Lewiston, Idaho	$341K	+$11.9K	1	0.14%	Increased
5233	TCM Tieton Capital Management Yakima, Washington	$341K	-$121K	1	0.1%	Reduced
5234	WCM Warburton Capital Management Tulsa, Oklahoma	$341K	+$4.77K	1	0.14%	Increased
5235	KFO Kopp Family Office Bloomington, Minnesota	$341K	+$279K	1	0.21%	New
5236	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$341K	$0	1	0.07%	Maintained
5237	TFP Triune Financial Partners Overland Park, Kansas	$340K	+$60.1K	1	0.07%	Increased
5238	NWP NerdWallet Wealth Partners New York	$340K	+$35.4K	1	0.12%	Increased
5239	RFG RFP Financial Group Atlanta, Georgia	$339K	$0	1	0.15%	Maintained
5240	BIA Barry Investment Advisors New Bedford, Massachusetts	$339K	-$28.6K	1	0.07%	Reduced
5241	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$338K	-$1.36M	1	0.05%	Reduced
5242	DI Decision Investments San Diego, California	$338K	$0	1	0.31%	Maintained
5243	FPAM Feynman Point Asset Management New York	$337K	+$281K	1	0.62%	New
5244	BSA Bull Street Advisors Savannah, Georgia	$337K	$0	1	0.15%	Maintained
5245	ACM Armbruster Capital Management Pittsford, New York	$336K	-$468K	1	0.05%	Reduced
5246	SWM Sherman Wealth Management Gaithersburg, Maryland	$335K	$0	1	0.25%	Maintained
5247	MGCM Mane Global Capital Management New York	$335K	-$449K	1	0.03%	Reduced
5248	AIA Alternative Investment Advisors Maitland, Florida	$335K	+$6.76K	1	0.13%	Increased
5249	PIM Parker Investment Management Menlo Park, California	$335K	-$8.23M	1	0.03%	Reduced
5250	BF Brooklyn FI New York	$334K	+$87.4K	4	0.06%	Increased