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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
1551	Horizon Investments Charlotte, North Carolina	$254K	+$404K	2	0.01%	Increased
1552	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$254K	+$1.6K	1	0.16%	Increased
1553	PCMC Private Capital Management (Colorado) Denver, Colorado	$254K	$0	1	0.18%	Maintained
1554	PIA Pinion Investment Advisors Wichita, Kansas	$253K	-$5.83K	1	0.54%	Reduced
1555	CAM Cozad Asset Management Champaign, Illinois	$252K	+$20.6K	1	0.07%	Increased
1556	TA Townsend & Associates Westminster, Colorado	$252K	+$1.6K	1	0.19%	Increased
1557	Avidian Wealth Enterprises Houston, Texas	$251K	+$467	1	0.06%	Increased
1558	BAS Brown Advisory Securities Baltimore, Maryland	$250K	-$82.2K	1	0.07%	Reduced
1559	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$250K	-$57.4K	1	0%	Reduced
1560	RCC Red Cedar Capital Omaha, Nebraska	$250K	-$2.8K	3	0.21%	Reduced
1561	WI Wintrust Investments Chicago, Illinois	$250K	-$5.99K	1	0.04%	Reduced
1562	ACM Argyle Capital Management Center Valley, Pennsylvania	$248K	$0	1	0.09%	Maintained
1563	LSA L & S Advisors Los Angeles, California	$246K	-$5.64M	1	0.03%	Reduced
1564	VRM Vectors Research Management New York	$246K	-$5.6K	3	0.13%	Reduced
1565	KA KLCM Advisors Milwaukee, Wisconsin	$242K	$0	1	0.06%	Maintained
1566	Wealthspire Advisors (New York) New York	$242K	+$235K	1	0.02%	New
1567	AIM Avity Investment Management Greenwich, Connecticut	$241K	-$12.6M	1	0.03%	Reduced
1568	NIM NuWave Investment Management Parsippany, New Jersey	$241K	+$227K	1	0.25%	Increased
1569	PCM Prelude Capital Management New York	$241K	-$712K	5	0.01%	Reduced
1570	RFG Advisory Birmingham, Alabama	$241K	+$234K	1	0.06%	New
1571	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$240K	$0	1	0.07%	Maintained
1572	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$240K	$0	1	0.14%	Maintained
1573	PWP Principle Wealth Partners Madison, Connecticut	$239K	+$81.7K	1	0.12%	Increased
1574	AWM Avondale Wealth Management West Lake Hills, Texas	$237K	+$117K	1	0.17%	Increased
1575	CWA Clarus Wealth Advisors Peoria, Arizona	$237K	+$17.7K	3	0.17%	Increased