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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
5426	MAM Marquette Asset Management Minneapolis, Minnesota	$113K	-$28.7K	6	0.02%	Reduced
5427	AWA American Wealth Advisors Johns Creek, Georgia	$110K	+$4.43K	2	0.11%	Increased
5428	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$110K	$0	2	0.06%	Maintained
5429	OR Olympiad Research Stamford, Connecticut	$109K	-$490K	1	0.29%	Reduced
5430	WA Walsh & Associates Sarasota, Florida	$108K	+$107K	2	0.11%	New
5431	EF Entrust Financial Wayne, Pennsylvania	$107K	+$104K	3	0.08%	New
5432	DCM Disciplina Capital Management Nashville, Tennessee	$107K	-$1.32K	1	0.01%	Reduced
5433	BMC Bear Mountain Capital Seattle, Washington	$104K	-$2.27K	2	0.03%	Reduced
5434	MW Merited Wealth North Bay Village, Florida	$103K	+$109K	3	0.1%	New
5435	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$103K	+$111K	2	0.1%	New
5436	GPI General Partner Inc Pittsburgh, Pennsylvania	$103K	$0	2	0.06%	Maintained
5437	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$102K	+$104K	3	0.09%	New
5438	CWMS CFG Wealth Management Services Indianapolis, Indiana	$101K	+$93.4K	2	0.09%	New
5439	CG Curat Global Springfield, New Hampshire	$101K	$0	1	0.11%	Maintained
5440	NL NorthAvenue LLC Columbus, Ohio	$101K	+$98.8K	2	0.08%	New
5441	LC Luminist Capital Grand Rapids, Michigan	$99.7K	+$30.3K	2	0.12%	Increased
5442	UIA Ulland Investment Advisors Minneapolis, Minnesota	$99K	-$20.4K	3	0.08%	Reduced
5443	Manning & Napier Advisors Fairport, New York	$97.3K	+$38.7K	6	0%	Increased
5444	CB Centennial Bank Conway, Arkansas	$95.3K	$0	2	0.04%	Maintained
5445	PCA PMV Capital Advisers Dallas, Texas	$93.1K	$0	1	0.17%	Maintained
5446	Blackhill Capital Morristown, New Jersey	$89.9K	$0	1	0%	Maintained
5447	RWA Redmont Wealth Advisors Chicago, Illinois	$89.8K	+$50K	2	0.14%	Increased
5448	AA AlphaCentric Advisors San Juan, Puerto Rico	$89.1K	+$92.7K	1	0.09%	New
5449	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$88.6K	-$1.22K	2	0.02%	Reduced
5450	DWML Decker Wealth Management LLC Nashville, Tennessee	$87.7K	+$86.4K	1	0.02%	New