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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	NL NorthAvenue LLC Columbus, Ohio	$84.9K	-$780	2	0.07%	Reduced
5477	WCM Winthrop Capital Management Carmel, Indiana	$84K	$0	2	0.02%	Maintained
5478	DWS Dynamic Wealth Strategies Granite Bay, California	$83.6K	-$62.4K	3	0.05%	Reduced
5479	RC Rexford Capital Bellaire, Texas	$83.4K	+$76.8K	3	0.06%	Increased
5480	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$81K	$0	1	0%	Maintained
5481	MM Main Management San Francisco, California	$80K	$0	1	0.01%	Maintained
5482	CAM Clarity Asset Management Ames, Iowa	$77.2K	+$1.01K	3	0.04%	Increased
5483	PCA PMV Capital Advisers Dallas, Texas	$77K	$0	1	0.13%	Maintained
5484	EA Evolution Advisers Richmond, Virginia	$75K	-$3K	3	0.03%	Reduced
5485	Blackhill Capital Morristown, New Jersey	$74.3K	$0	1	0%	Maintained
5486	DWML Decker Wealth Management LLC Nashville, Tennessee	$72.5K	$0	1	0.02%	Maintained
5487	MS Monetary Solutions Dayton, Ohio	$72.5K	$0	3	0.07%	Maintained
5488	CGA Compound Global Advisors Mercer Island, Washington	$69.8K	+$62.4K	1	2.17%	New
5489	EF Entrust Financial Wayne, Pennsylvania	$69.3K	-$37.4K	3	0.05%	Reduced
5490	BC Broadwater Capital Boston, Massachusetts	$69.2K	$0	2	0.05%	Maintained
5491	AI Atomic Invest New York	$69K	+$2.55K	3	0.03%	Increased
5492	SWA Strategic Wealth Advisors Scottsdale, Arizona	$68K	-$1.56K	3	0.05%	Reduced
5493	CH CDKV Holdings Denver, Colorado	$63.1K	-$169K	2	0.06%	Reduced
5494	OGC One68 Global Capital New York	$62.4K	+$83.7K	1	0.2%	New
5495	MASECO Private Wealth London,	$61.3K	-$139K	1	0%	Reduced
5496	PIP Philadelphia Investment Partners Voorhees, New Jersey	$56.5K	+$62.1K	2	0.04%	New
5497	BMC Bear Mountain Capital Seattle, Washington	$55.9K	-$41.2K	2	0.02%	Reduced
5498	VA Verdad Advisers Boston, Massachusetts	$55.7K	+$51.7K	1	0.06%	New
5499	BCM Bluefin Capital Management New York	$52.8K	-$3.87M	1	0.03%	Reduced
5500	T Transce3nd Kyle, Texas	$52.4K	$0	1	0.47%	Maintained