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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
1576	FA Faithward Advisors Lancaster, Pennsylvania	$14.6M	-$690K	5	1.79%	Reduced
1577	SFG SageGuard Financial Group Goodlettsville, Tennessee	$14.6M	+$4.04M	3	2.05%	Increased
1578	ASA Axxion S.A. Grevenmacher, Luxembourg	$14.6M	+$13.4M	8	1.04%	New
1579	BPC Bearing Point Capital Bloomington, Minnesota	$14.6M	+$2.23M	4	1.97%	Increased
1580	Cantor Fitzgerald New York	$14.5M	+$7.63M	2	0.16%	Increased
1581	SAM Secure Asset Management Troy, Michigan	$14.5M	+$862K	4	2.03%	Increased
1582	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$14.5M	-$61.4K	7	1.45%	Reduced
1583	MWM M3 Wealth Management Cincinnati, Ohio	$14.5M	-$118K	3	9.41%	Reduced
1584	PNFS PW Nova Financial Services Newtown, Pennsylvania	$14.4M	+$480K	6	3.09%	Increased
1585	CC Cornerstone Capital Palo Alto, California	$14.4M	+$665K	3	1.29%	Increased
1586	WAM Wilson Asset Management Sydney, Australia	$14.3M	-$3.43M	2	3.94%	Reduced
1587	CAM Carret Asset Management New York	$14.3M	+$814K	4	1.25%	Increased
1588	BCM Beartown Capital Management Huntington Woods, Michigan	$14.3M	-$1.47M	2	6.29%	Reduced
1589	VWM Vivid Wealth Management West Des Moines, Iowa	$14.3M	-$1.17M	4	5.03%	Reduced
1590	CTA Clear Trail Advisors Houston, Texas	$14.3M	-$401K	3	2.18%	Reduced
1591	MIC Means Investment Company Bangor, Maine	$14.3M	+$884K	3	1.08%	Increased
1592	PTC Private Trust Company Cleveland, Ohio	$14.3M	-$1.35M	20	1.14%	Reduced
1593	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$14.3M	+$6.76M	8	3.02%	Increased
1594	VFG Victory Financial Group Austin, Texas	$14.2M	+$1.73M	9	1.5%	Increased
1595	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$14.2M	+$937K	5	1.23%	Increased
1596	WCM WealthBridge Capital Management Westerville, Ohio	$14.2M	+$477K	6	2.83%	Increased
1597	M MOTCO San Antonio, Texas	$14.2M	-$183K	8	1.22%	Reduced
1598	HPC Hobart Private Capital Charlotte, North Carolina	$14.2M	+$12.2M	4	2.44%	Increased
1599	CA Crumly & Associates Springfield, Illinois	$14.2M	+$2.09M	4	2.72%	Increased
1600	WB Webster Bank Waterbury, Connecticut	$14.2M	+$1.38M	8	1.23%	Increased