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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
1526	HPWM Highland Private Wealth Management Bellevue, Washington	$238K	+$5.87K	1	0.1%	Increased
1527	CM Capital Management Glen Allen, Virginia	$237K	$0	1	0.06%	Maintained
1528	MCM Maple Capital Management Montpelier, Vermont	$237K	+$13.1K	1	0.06%	Increased
1529	IWA Inspirion Wealth Advisors Libertyville, Illinois	$236K	$0	1	0.11%	Maintained
1530	RCM RB Capital Management Reno, Nevada	$236K	-$9.95K	1	0.17%	Reduced
1531	TDC Thompson Davis & Co Richmond, Virginia	$235K	-$98.5K	5	0.56%	Reduced
1532	Hudson Bay Capital Management Stamford, Connecticut	$234K	+$245K	1	0.01%	New
1533	IWP Icon Wealth Partners Houston, Texas	$234K	+$226K	4	0.12%	New
1534	KIG Kessler Investment Group Columbus, Indiana	$234K	$0	1	0.29%	Maintained
1535	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$234K	$0	1	0.04%	Maintained
1536	TA Townsend & Associates Westminster, Colorado	$234K	+$215K	1	0.2%	New
1537	BO Bach Option Wanchai, Hong Kong	$233K	+$244K	1	0.16%	New
1538	AT Argent Trust San Antonio, Texas	$231K	-$15.5K	1	0.06%	Reduced
1539	Douglass Winthrop Advisors New York	$231K	-$40.1K	1	0.01%	Reduced
1540	QC QCM Cayman Houston, Texas	$231K	+$33.8K	1	0.96%	Increased
1541	TWM Torch Wealth Management Cincinnati, Ohio	$229K	$0	1	0.14%	Maintained
1542	NFG Nations Financial Group Cedar Rapids, Iowa	$226K	-$12.4K	1	0.21%	Reduced
1543	SM Sciencast Management Princeton, New Jersey	$226K	-$1.51M	1	0.12%	Reduced
1544	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$226K	-$1.96K	1	0.02%	Reduced
1545	VCP Vista Capital Partners Portland, Oregon	$226K	$0	1	0.05%	Maintained
1546	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$225K	$0	1	0.07%	Maintained
1547	JCM Jacobi Capital Management Pittston, Pennsylvania	$225K	+$50.8K	5	0.07%	Increased
1548	OCM Oakwood Capital Management Los Angeles, California	$225K	+$207K	1	0.05%	New
1549	IC Inverness Counsel New York	$223K	$0	1	0.01%	Maintained
1550	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$222K	$0	1	0.11%	Maintained