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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
1426	HPC Hobart Private Capital Charlotte, North Carolina	$367K	+$15.7K	1	0.25%	Increased
1427	London & Capital Asset Management London, United Kingdom	$364K	+$281K	2	0.06%	Increased
1428	WAM Weatherly Asset Management Del Mar, California	$362K	$0	1	0.08%	Maintained
1429	VCM Vigilant Capital Management Portland, Maine	$361K	-$49.7K	2	0.05%	Reduced
1430	CBU CIBC Bank USA Chicago, Illinois	$358K	-$8.1K	1	0.05%	Reduced
1431	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$354K	+$10.5K	1	0.16%	Increased
1432	S SimplyRich Carlsbad, California	$354K	$0	1	0.19%	Maintained
1433	PFA Pinnacle Family Advisors Springfield, Missouri	$352K	$0	1	0.31%	Maintained
1434	Hills Bank & Trust North Liberty, Iowa	$349K	-$5.27K	1	0.09%	Reduced
1435	NFG Noven Financial Group Denver, Colorado	$346K	+$9.16K	1	0.17%	Increased
1436	Savant Capital Rockford, Illinois	$346K	+$324	1	0.05%	Increased
1437	RWM RBA Wealth Management Newport Beach, California	$343K	$0	1	0.26%	Maintained
1438	WI Wedgewood Investors Erie, Pennsylvania	$343K	$0	1	0.51%	Maintained
1439	RCS Retirement Capital Strategies San Jose, California	$341K	$0	1	0.17%	Maintained
1440	DA Doliver Advisors Houston, Texas	$339K	-$22.2K	1	0.14%	Reduced
1441	ING Group Amsterdam, Netherlands	$335K	-$1.81M	1	0.01%	Reduced
1442	AWC Abundance Wealth Counselors State College, Pennsylvania	$333K	$0	1	0.1%	Maintained
1443	EBT Enterprise Bank & Trust Lowell, Massachusetts	$333K	-$726K	1	0.16%	Reduced
1444	EIP Easterly Investment Partners Beverly, Massachusetts	$332K	-$40.5M	2	0.01%	Reduced
1445	NG Northstar Group New York	$332K	$0	1	0.14%	Maintained
1446	Level Four Advisory Services Dallas, Texas	$331K	-$239K	1	0.03%	Reduced
1447	TCB Texas Capital Bancshares Dallas, Texas	$327K	$0	1	0.53%	Maintained
1448	JGC J. Goldman & Co New York	$325K	+$317K	1	0.02%	New
1449	Old Mission Capital Chicago, Illinois	$324K	-$4.86M	1	0.04%	Reduced
1450	RIM Regent Investment Management Louisville, Kentucky	$321K	-$2.84K	1	0.11%	Reduced