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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	WA Wealth Architects Mountain View, California	$276K	-$220K	1	0.08%	Reduced
1502	MRCM M&R Capital Management Summit, New Jersey	$275K	-$8.1K	3	0.06%	Reduced
1503	Fayez Sarofim & Co Houston, Texas	$274K	$0	1	0%	Maintained
1504	Perpetual Ltd Sydney, New South Wales, Australia	$274K	$0	1	0.04%	Maintained
1505	PCMC Private Capital Management (Colorado) Denver, Colorado	$274K	$0	1	0.19%	Maintained
1506	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$273K	-$10.7K	1	0.09%	Reduced
1507	Avidian Wealth Enterprises Houston, Texas	$271K	+$188K	1	0.04%	Increased
1508	RCC Red Cedar Capital Omaha, Nebraska	$271K	$0	3	0.22%	Maintained
1509	FPFS First Personal Financial Services Charlotte, North Carolina	$270K	-$57.9K	3	0.08%	Reduced
1510	KWMG King Wealth Management Group Naples, Florida	$270K	-$8.51K	1	0.08%	Reduced
1511	PIMG Patriot Investment Management Group Knoxville, Tennessee	$270K	+$54.5K	1	0.04%	Increased
1512	Douglas Lane & Associates New York	$269K	$0	1	0.01%	Maintained
1513	ACM AUA Capital Management Camp Hill, Pennsylvania	$268K	$0	2	0.22%	Maintained
1514	ES Equitec Specialists Chicago, Illinois	$265K	+$47K	1	0.06%	Increased
1515	SC Schulhoff & Co Cincinnati, Ohio	$261K	$0	1	0.13%	Maintained
1516	VRM Vectors Research Management New York	$260K	-$2.11K	3	0.13%	Reduced
1517	YWP YorkBridge Wealth Partners New York	$260K	-$187K	1	0.13%	Reduced
1518	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$258K	-$13.9K	5	0.08%	Reduced
1519	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$258K	+$1.55K	1	0.17%	Increased
1520	LB Landmark Bank Columbia, Missouri	$256K	+$1.22K	1	0.16%	Increased
1521	MA MONECO Advisors Fairfield, Connecticut	$256K	+$486	1	0.2%	Increased
1522	PAM Palisade Asset Management Minneapolis, Minnesota	$256K	-$12.9K	1	0.04%	Reduced
1523	PIA Pinion Investment Advisors Wichita, Kansas	$256K	+$3.32K	1	0.52%	Increased
1524	AWM Avondale Wealth Management West Lake Hills, Texas	$255K	$0	1	0.42%	Maintained
1525	CFD Creative Financial Designs Kokomo, Indiana	$255K	+$266K	2	0.14%	New