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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	SGA Strategic Global Advisors Newport Beach, California	$240K	$0	1	0.07%	Maintained
1502	WA Wealth Architects Mountain View, California	$240K	+$625	1	0.07%	Increased
1503	WF WealthTrust Fairport Cleveland, Ohio	$240K	-$8.81K	2	0.02%	Reduced
1504	RGIA Rainier Group Investment Advisory Bellevue, Washington	$239K	+$282K	1	0.09%	New
1505	BWP BSW Wealth Partners Boulder, Colorado	$238K	+$225K	1	0.09%	New
1506	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$238K	+$757	4	0.07%	Increased
1507	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$236K	$0	1	0.19%	Maintained
1508	Sequoia Financial Advisors Akron, Ohio	$236K	-$30.9K	1	0.02%	Reduced
1509	River Road Asset Management Louisville, Kentucky	$235K	+$228K	1	0%	New
1510	TA Townsend & Associates Westminster, Colorado	$235K	+$1.23K	1	0.23%	Increased
1511	AssetMark Inc Concord, California	$233K	-$49.5K	7	0%	Reduced
1512	Cohen & Steers New York	$233K	$0	1	0%	Maintained
1513	SHJ Sharkey, Howes & Javer Denver, Colorado	$233K	+$235K	2	0.12%	Increased
1514	PCP Proficio Capital Partners Newton, Massachusetts	$232K	-$255K	6	0.08%	Reduced
1515	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$231K	-$11.9K	1	0.09%	Reduced
1516	JGC J. Goldman & Co New York	$231K	-$14.5M	1	0.02%	Reduced
1517	Beutel, Goodman & Co Toronto, Ontario, Canada	$230K	$0	1	0%	Maintained
1518	LFA Legacy Financial Advisors Covington, Kentucky	$230K	+$3.01K	8	0.08%	Increased
1519	QC QCM Cayman Houston, Texas	$230K	+$271K	1	0.75%	New
1520	AIC Argus Investors Counsel New York	$229K	+$44.7K	1	0.1%	Increased
1521	BWM BigSur Wealth Management Miami, Florida	$229K	+$216K	1	0.14%	New
1522	HCM Hollencrest Capital Management Newport Beach, California	$227K	+$253K	1	0.01%	New
1523	CDH Charles D. Hyman	$226K	+$213K	1	0.02%	New
1524	Dynasty Wealth Management St. Petersburg, Florida	$226K	+$213K	1	0.29%	New
1525	Loews Corp New York	$226K	-$245K	1	0%	Reduced