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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
5251	LT Legacy Trust Grand Rapids, Michigan	$239K	+$2.66K	1	0.04%	Increased
5252	AGAM AK Global Asset Management Oakland, California	$238K	+$235K	1	0.21%	New
5253	NA Note Advisors Buffalo, New York	$238K	-$29.7K	1	0.12%	Reduced
5254	Innovator Capital Management Wheaton, Illinois	$238K	-$33.2K	1	6.98%	Reduced
5255	ILI Invesco LLC (Illinois) Des Plaines, Illinois	$238K	+$6.21K	1	0.08%	Increased
5256	GCM Gallacher Capital Management Lone Tree, Colorado	$237K	+$234K	1	0.09%	New
5257	MWM McMill Wealth Management Norfolk, Nebraska	$237K	$0	1	0.07%	Maintained
5258	VH VVR Holdings Bellingham, Washington	$237K	+$234K	1	0.12%	New
5259	ML MLP3 LLC Linwood, New Jersey	$236K	+$220K	1	0.26%	New
5260	SCM Step Capital Management Singapore,	$236K	+$233K	1	0.11%	New
5261	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$236K	+$33.6K	3	0.08%	Increased
5262	SHFA SC&H Financial Advisors Sparks, Maryland	$236K	+$232K	1	0.04%	New
5263	CCA Cooper Capital Advisors Encinitas, California	$236K	$0	1	0.15%	Maintained
5264	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$235K	$0	1	0.02%	Maintained
5265	Todd Asset Management Louisville, Kentucky	$235K	$0	1	0%	Maintained
5266	KP Kitching Partners Conshohocken, Pennsylvania	$234K	-$1.33K	1	0.21%	Reduced
5267	MVF Markin Volterra Fund Rye, New York	$233K	+$217K	1	0.42%	New
5268	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$233K	+$6.65K	4	0.03%	Increased
5269	EWA Emergent Wealth Advisors Williamsville, New York	$233K	$0	1	0.13%	Maintained
5270	PA Persium Advisors Atlanta, Georgia	$233K	-$266K	1	0.17%	Reduced
5271	CWR Chico Wealth RIA Chico, California	$232K	+$18.2K	1	0.15%	Increased
5272	MPIM McGinn Penninger Investment Management Alexandria, Virginia	$231K	$0	1	0.13%	Maintained
5273	AA Alpha Advisors Richmond, Virginia	$231K	+$3.65K	1	0.18%	Increased
5274	SJGA Stephen J. Garry & Associates Garden City, New York	$230K	$0	1	0.18%	Maintained
5275	MSA Marino Stram & Associates Braintree, Massachusetts	$230K	$0	1	0.04%	Maintained