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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
5501	PMIM Prudent Man Investment Management Louisville, Colorado	$27.5K	+$23.5K	2	0.01%	Increased
5502	NA Networth Advisors Canonsburg, Pennsylvania	$25.6K	+$25.3K	1	0.02%	New
5503	BA Blueline Advisors Exeter, New Hampshire	$25.3K	+$24.6K	2	0.02%	New
5504	BCA Bernzott Capital Advisors Camarillo, California	$24.8K	+$23.3K	2	0.01%	New
5505	RCM Ravenstone Capital Management Toronto,	$24.7K	$0	1	0.01%	Maintained
5506	V ValueWorks New York	$23.6K	-$4.09M	1	0.01%	Reduced
5507	NOI Newton One Investments Newark, Delaware	$23.3K	$0	2	0.01%	Maintained
5508	1L 10Elms LLP Tulsa, Oklahoma	$22.5K	$0	1	0.02%	Maintained
5509	AIM Access Investment Management Atlanta, Georgia	$20.6K	$0	1	0.01%	Maintained
5510	LAM Lummis Asset Management Fort Worth, Texas	$20.4K	+$3.31K	3	0.01%	Increased
5511	FVIM Fort Vancouver Investment Management Vancouver, Washington	$19.6K	+$7.31K	1	0.01%	Increased
5512	SAS Spurstone Advisory Services Higganum, Connecticut	$18K	$0	1	0.28%	Maintained
5513	LFA LGT Financial Advisors Dallas, Texas	$17.7K	$0	2	0.11%	Maintained
5514	CAIM Catherine Avery Investment Management Longboat Key, Florida	$14.5K	$0	2	0.01%	Maintained
5515	WT WHI Trust Chicago, Illinois	$13.5K	+$13.3K	1	0.01%	New
5516	TW Titan Wealth St Peter Port,	$13.5K	+$13.3K	1	0.01%	New
5517	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$13.3K	-$1.56K	2	0.01%	Reduced
5518	WestEnd Advisors Charlotte, North Carolina	$13K	-$12K	1	0%	Reduced
5519	CF Conquis Financial Milbrae, California	$12.4K	+$11.6K	1	0.01%	New
5520	LA LM Advisors San Diego, California	$12K	-$3.07M	3	0.22%	Reduced
5521	PP Paladin Partners Hartland, Wisconsin	$11.3K	+$11.4K	2	0.01%	New
5522	RC Rexford Capital Bellaire, Texas	$11.3K	+$11K	2	0.01%	New
5523	TWM Timmons Wealth Management Attleboro, Massachusetts	$11.1K	+$10.4K	1	0.01%	New
5524	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$9.89K	$0	1	0%	Maintained
5525	LIM Longfellow Investment Management Boston, Massachusetts	$9.87K	+$2.83K	1	0%	Increased