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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
1351	B Bellecapital Zurich, Switzerland	$287K	$0	1	0.25%	Maintained
1352	PIA Phoenix Investment Adviser New York	$287K	+$286K	1	0.19%	New
1353	TIA Tiemann Investment Advisors Menlo Park, California	$285K	$0	1	0.26%	Maintained
1354	TDC Thompson Davis & Co Richmond, Virginia	$282K	+$86.7K	5	0.45%	Increased
1355	GCA Gideon Capital Advisors New York	$281K	-$179K	1	0.31%	Reduced
1356	MCC Malaga Cove Capital Pv Estates, California	$280K	$0	1	0.17%	Maintained
1357	WPA West Paces Advisors Atlanta, Georgia	$279K	-$2.29K	2	0.22%	Reduced
1358	BWA BDO Wealth Advisors Jacksonville, Florida	$279K	+$280K	2	0.12%	New
1359	CWM Cornerstone Wealth Management St. Peters, Missouri	$278K	-$75.7K	1	0.06%	Reduced
1360	KHCM Kettle Hill Capital Management New York	$278K	-$269K	1	0.31%	Reduced
1361	Quadrant Capital Group Cincinnati, Ohio	$276K	+$16.6K	9	0.12%	Increased
1362	GAM Griffin Asset Management New York	$274K	+$269K	1	0.07%	New
1363	IWA Inspirion Wealth Advisors Libertyville, Illinois	$274K	$0	1	0.15%	Maintained
1364	Citizens Financial Group Providence, Rhode Island	$273K	-$76.7K	4	0.02%	Reduced
1365	KLI Kelman-Lazarov Inc Memphis, Tennessee	$273K	+$249K	1	0.15%	New
1366	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$272K	$0	1	0.3%	Maintained
1367	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$270K	+$275K	2	0.18%	New
1368	BA Bristlecone Advisors Bellevue, Washington	$269K	-$16.8K	1	0.09%	Reduced
1369	Element Capital Management New York	$268K	-$16.2M	1	0.05%	Reduced
1370	HPWM Highland Private Wealth Management Bellevue, Washington	$267K	+$244K	1	0.13%	New
1371	MJP Michael J. Puzo	$265K	$0	1	0.14%	Maintained
1372	North Star Asset Management Neenah, Wisconsin	$263K	+$240K	1	0.03%	New
1373	Welch Group Birmingham, Alabama	$263K	+$258K	1	0.04%	New
1374	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$262K	-$6.4K	1	0.03%	Reduced
1375	VCP Vista Capital Partners Portland, Oregon	$262K	$0	1	0.07%	Maintained