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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
1301	DI Diligent Investors Redlands, California	$516K	-$16.4K	1	0.31%	Reduced
1302	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$516K	+$93.7K	1	0.29%	Increased
1303	CMANY Capital Management Associates (New York) New York	$515K	$0	1	0.79%	Maintained
1304	PTC Private Trust Company Cleveland, Ohio	$512K	+$25.1K	1	0.11%	Increased
1305	S SimplyRich Carlsbad, California	$512K	$0	1	0.29%	Maintained
1306	GA GFS Advisors Houston, Texas	$510K	$0	1	0.11%	Maintained
1307	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$508K	-$108K	2	0.09%	Reduced
1308	RAM Redmond Asset Management Henrico, Virginia	$508K	+$5.97K	1	0.23%	Increased
1309	Annex Advisory Services Brookfield, Wisconsin	$507K	$0	1	0.09%	Maintained
1310	PIM Partner Investment Management San Francisco, California	$506K	-$85.1K	1	0.55%	Reduced
1311	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$504K	+$61.4K	10	0.08%	Increased
1312	Vanguard Capital Wealth Advisors Denver, Colorado	$503K	+$198K	1	0.66%	Increased
1313	Buckingham Strategic Wealth Clayton, Missouri	$500K	-$80.5K	1	0.1%	Reduced
1314	EP Edgestream Partners Princeton, New Jersey	$498K	+$569K	2	0.1%	New
1315	DP Dearborn Partners Chicago, Illinois	$495K	$0	1	0.04%	Maintained
1316	Holocene Advisors New York	$494K	-$4.88M	1	0.01%	Reduced
1317	WPP Whalerock Point Partners Providence, Rhode Island	$492K	$0	1	0.16%	Maintained
1318	RB Rodgers Brothers Harmony, Pennsylvania	$484K	-$258K	1	0.16%	Reduced
1319	CA Calton & Associates Tampa, Florida	$483K	+$214K	2	0.14%	Increased
1320	CA Crewe Advisors Salt Lake City, Utah	$482K	$0	1	0.47%	Maintained
1321	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$480K	+$181K	1	0.04%	Increased
1322	CA Cornerstone Advisors Asheville, North Carolina	$479K	-$1.03M	1	0.06%	Reduced
1323	SAM Symphony Asset Management San Francisco, California	$478K	-$2.64K	1	0.06%	Reduced
1324	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$475K	-$11K	1	0.13%	Reduced
1325	AT Arden Trust Wilmington, Delaware	$473K	+$485K	1	0.07%	New