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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
5451	GFL Granite FO LLC Bedford, New Hampshire	$84.6K	-$11.4K	2	0.05%	Reduced
5452	FFL Financial Freedom LLC Cincinnati, Ohio	$84.4K	$0	2	0.04%	Maintained
5453	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$83K	$0	1	0%	Maintained
5454	ASCM Adkins Seale Capital Management Shreveport, Louisiana	$82.4K	+$78.7K	3	0.08%	New
5455	HC Hoese & Co Glencoe, Minnesota	$82.1K	$0	2	0.06%	Maintained
5456	DF DecisionPoint Financial Mesa, Arizona	$81.9K	+$31.9K	6	0.02%	Increased
5457	RTL Red Tortoise LLC Atlanta, Georgia	$80.9K	$0	5	0.03%	Maintained
5458	MLA MB, Levis & Associates Center Valley, Pennsylvania	$78.4K	$0	3	0.03%	Maintained
5459	MM Main Management San Francisco, California	$75K	+$153	1	0.01%	Increased
5460	AI Atomic Invest New York	$74.4K	+$73.3K	3	0.04%	New
5461	DMKJ David M. Knott Jr	$74.3K	$0	1	0.03%	Maintained
5462	PSFG Park Square Financial Group Roswell, Georgia	$70.6K	+$45.1K	3	0.42%	Increased
5463	IWM Inlight Wealth Management Atlanta, Georgia	$70.5K	+$15.5K	2	0.03%	Increased
5464	EA Evolution Advisers Richmond, Virginia	$70K	-$73.1K	4	0.03%	Reduced
5465	BC Broadwater Capital Boston, Massachusetts	$69.2K	$0	2	0.05%	Maintained
5466	WCM Winthrop Capital Management Carmel, Indiana	$69K	$0	2	0.02%	Maintained
5467	MWA Miller Wealth Advisors Ridgeway, Colorado	$69K	+$2.44K	2	0.03%	Increased
5468	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$68K	$0	3	0.01%	Maintained
5469	Antipodes Partners Royal Exchange, Australia	$68K	-$11.8M	1	0%	Reduced
5470	GCM Glynn Capital Management Menlo Park, California	$65.6K	$0	2	0.02%	Maintained
5471	BGA Battery Global Advisors Boston, Massachusetts	$62.5K	+$133K	4	0.03%	Increased
5472	UA USCF Advisers Walnut Creek, California	$62.4K	$0	2	11.85%	Maintained
5473	SWA Strategic Wealth Advisors Scottsdale, Arizona	$62K	+$60.3K	3	0.05%	New
5474	CWM Cedar Wealth Management Walnut Creek, California	$61.8K	-$6.65K	2	0.02%	Reduced
5475	T Transce3nd Kyle, Texas	$60.8K	-$3.99K	1	0.49%	Reduced