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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
1501	PTC Petrus Trust Company Dallas, Texas	$246K	$0	1	0.06%	Maintained
1502	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$245K	$0	1	0.2%	Maintained
1503	SFSIG San Francisco Sentry Investment Group San Francisco, California	$244K	+$22.4K	2	0.07%	Increased
1504	Gofen & Glossberg Chicago, Illinois	$243K	-$282K	1	0.01%	Reduced
1505	SC Schulhoff & Co Cincinnati, Ohio	$242K	$0	1	0.14%	Maintained
1506	TC Trilogy Capital Irvine, California	$241K	-$321K	1	0.03%	Reduced
1507	FC Ferris Capital Marlborough, Massachusetts	$240K	-$17.3K	2	0.1%	Reduced
1508	CAN Claraphi Advisory Network Aliso Viejo, United States	$238K	+$244K	1	0.17%	New
1509	Integrated Wealth Concepts Waltham, Massachusetts	$236K	-$246K	1	0.09%	Reduced
1510	VCM Vigilant Capital Management Portland, Maine	$235K	+$40.9K	2	0.03%	Increased
1511	AT Argent Trust San Antonio, Texas	$234K	$0	1	0.06%	Maintained
1512	FA FCG Advisors Chatham, New Jersey	$234K	+$61K	1	0.08%	Increased
1513	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$234K	+$36.3K	1	0.02%	Increased
1514	AP Atwood & Palmer Kansas City, Missouri	$233K	$0	2	0.03%	Maintained
1515	KA KLCM Advisors Milwaukee, Wisconsin	$232K	+$238K	1	0.06%	New
1516	SFP Shepherd Financial Partners Winchester, Massachusetts	$232K	$0	1	0.06%	Maintained
1517	F.L. Putnam Investment Management Lynnfield, Massachusetts	$230K	+$236K	1	0.02%	New
1518	BPM Bowling Portfolio Management Cincinnati, Ohio	$229K	-$1.99M	1	0.03%	Reduced
1519	Nicholas Hoffman & Company Atlanta, Georgia	$228K	$0	1	0.09%	Maintained
1520	Birch Hill Investment Advisors Boston, Massachusetts	$227K	$0	1	0.02%	Maintained
1521	SouthState Corp Winter Haven, Florida	$227K	+$233K	1	0.03%	New
1522	AssetMark Inc Concord, California	$226K	-$61.7K	9	0%	Reduced
1523	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$225K	$0	1	0.11%	Maintained
1524	Perigon Wealth Management San Francisco, California	$225K	+$51.7K	2	0.08%	Increased
1525	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$224K	$0	1	0.1%	Maintained