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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
5476	MDSL M.D. Sass LLC New York	$239K	-$43.1M	1	0.02%	Reduced
5477	SPWM Schrum Private Wealth Management St. Augustine, Florida	$238K	-$534K	1	0.24%	Reduced
5478	LFS Lutz Financial Services Omaha, Nebraska	$237K	+$224K	1	0.01%	New
5479	SCA Stokes Capital Advisors Greenwood, South Carolina	$237K	-$12.9K	1	0.05%	Reduced
5480	PCMM Piedmont Capital Management (Montana) Whitefish, Montana	$237K	+$228K	1	0.12%	New
5481	AC Anson Capital Tyrone, Georgia	$237K	+$224K	1	0.15%	New
5482	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$236K	-$101K	1	0.01%	Reduced
5483	STFP Signal Tree Financial Partners Copley, Ohio	$236K	+$205K	1	0.16%	New
5484	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$236K	-$69.6K	1	0.01%	Reduced
5485	SL Savior LLC Wellesley Hills, Massachusetts	$236K	-$15.9K	1	0.68%	Reduced
5486	GWM Greenhouse Wealth Management Westport, Connecticut	$235K	+$204K	1	0.17%	New
5487	KCAM Kagan Cocozza Asset Management Mickleton, New Jersey	$235K	+$204K	1	0.15%	New
5488	HP Haven Private Orlando, Florida	$235K	-$10.5K	1	0.09%	Reduced
5489	CWR Chico Wealth RIA Chico, California	$233K	+$220K	1	0.12%	New
5490	OWM Orca Wealth Management New Port Richey, Florida	$233K	+$220K	1	0.14%	New
5491	RTC Riverview Trust Company Vancouver, Washington	$233K	-$21.4K	3	0.28%	Reduced
5492	CCP Cushing Capital Partners Delafield, Wisconsin	$232K	+$221K	1	0.16%	New
5493	MCA Maryland Capital Advisors Chester, Maryland	$232K	+$205K	10	0.07%	New
5494	SAP Strategic Advisory Partners Greensboro, North Carolina	$232K	+$4.38K	1	0.16%	Increased
5495	MPIM McGinn Penninger Investment Management Alexandria, Virginia	$232K	$0	1	0.14%	Maintained
5496	NA Note Advisors Buffalo, New York	$232K	$0	1	0.1%	Maintained
5497	PHWM Pine Harbor Wealth Management Silver Spring, Maryland	$232K	+$220K	1	0.06%	New
5498	ACA Ascension Capital Advisors Houston, Texas	$232K	-$32.3K	1	0.07%	Reduced
5499	FIS Fischer Investment Strategies Westlake Village, California	$231K	+$219K	1	0.11%	New
5500	JE Jacobs Equity Draper, Utah	$231K	+$216K	1	0.16%	New