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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
1401	SWA SFMG Wealth Advisors Plano, Texas	$234K	+$214K	1	0.05%	New
1402	CM Capital Management Glen Allen, Virginia	$233K	$0	1	0.07%	Maintained
1403	Nicholas Hoffman & Company Atlanta, Georgia	$233K	-$8.46K	1	0.11%	Reduced
1404	PCP Proficio Capital Partners Newton, Massachusetts	$232K	-$8K	5	0.1%	Reduced
1405	QC QCM Cayman Houston, Texas	$232K	-$18	1	0.53%	Reduced
1406	MNBTD Moody National Bank Trust Division Galveston, Texas	$231K	$0	1	0.01%	Maintained
1407	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$230K	+$227K	1	0.11%	New
1408	NFG Nadler Financial Group Deerfield, Illinois	$230K	+$210K	1	0.08%	New
1409	TPWA TRUE Private Wealth Advisors Salem, Oregon	$228K	+$208K	1	0.05%	New
1410	VC Vicus Capital State College, Pennsylvania	$228K	+$208K	1	0.05%	New
1411	BFG Barber Financial Group Lenexa, Kansas	$227K	+$207K	1	0.07%	New
1412	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$226K	+$2.97K	5	0.13%	Increased
1413	FC Ferris Capital Marlborough, Massachusetts	$226K	+$222K	1	0.11%	New
1414	WA Wealth Architects Mountain View, California	$226K	-$96.7K	1	0.08%	Reduced
1415	WP WealthSource Partners San Luis Obispo, California	$226K	+$222K	1	0.08%	New
1416	SSG Summit Securities Group New York	$225K	-$93.4K	1	0.04%	Reduced
1417	ACM AUA Capital Management Camp Hill, Pennsylvania	$224K	+$171K	1	0.2%	Increased
1418	SC Schulhoff & Co Cincinnati, Ohio	$224K	$0	1	0.14%	Maintained
1419	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$224K	+$220K	1	0.18%	New
1420	CC Courier Capital Buffalo, New York	$222K	+$7.92K	1	0.04%	Increased
1421	GJIC Gamble Jones Investment Counsel Pasadena, California	$221K	+$201K	1	0.02%	New
1422	GAG GM Advisory Group Melville, New York	$221K	+$201K	1	0.07%	New
1423	AGM Alpine Global Management New York	$220K	+$239K	1	0.07%	New
1424	AGU Alpine Group USVI St. Thomas, U.S. Virgin Islands	$220K	+$239K	1	0.07%	New
1425	ZCM Zebra Capital Management Stamford, Connecticut	$220K	+$225K	1	0.07%	New