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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	NFG Noven Financial Group Denver, Colorado	$245K	+$264K	1	0.13%	New
1577	Mizuho Securities USA New York	$244K	+$244K	1	0.02%	New
1578	CPC Congress Park Capital Saratoga Springs, New York	$243K	$0	1	0.21%	Maintained
1579	AC Addison Capital Conshohocken, Pennsylvania	$242K	-$3.72K	1	0.18%	Reduced
1580	Douglas Lane & Associates New York	$242K	$0	1	0.01%	Maintained
1581	CF Corrigan Financial Middletown, Rhode Island	$241K	+$280K	1	0.18%	New
1582	UIA UBP Investment Advisors Geneva, Switzerland	$241K	$0	1	0.23%	Maintained
1583	AP Appleton Partners Boston, Massachusetts	$238K	$0	1	0.03%	Maintained
1584	CCM Community Capital Management Plantation, Florida	$238K	$0	1	0.29%	Maintained
1585	SFSIG San Francisco Sentry Investment Group San Francisco, California	$238K	+$66.4K	5	0.1%	Increased
1586	CF Centaurus Financial Anaheim, California	$236K	+$236K	2	0.04%	New
1587	SG StoneX Group New York	$236K	+$223K	1	0.18%	New
1588	PMFA Plante Moran Financial Advisors Southfield, Michigan	$235K	+$8.46K	2	0.07%	Increased
1589	RTS Round Table Services Westfield, New Jersey	$235K	+$45.9K	1	0.08%	Increased
1590	KA KLCM Advisors Milwaukee, Wisconsin	$234K	+$221K	1	0.06%	New
1591	SC Schulhoff & Co Cincinnati, Ohio	$234K	+$225K	1	0.13%	New
1592	MA MANA Advisors New York	$233K	+$221K	1	0.76%	New
1593	IC Inverness Counsel New York	$232K	-$84.3K	1	0.01%	Reduced
1594	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$232K	+$220K	1	0.14%	New
1595	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$229K	-$14K	1	0.15%	Reduced
1596	WF WealthTrust Fairport Cleveland, Ohio	$229K	+$20.1K	2	0.02%	Increased
1597	BCM Bienville Capital Management New York	$228K	$0	1	0.03%	Maintained
1598	CT Cambridge Trust Cambridge, Massachusetts	$227K	+$216K	1	0.01%	New
1599	HCM Hollencrest Capital Management Newport Beach, California	$227K	-$4.52K	1	0.03%	Reduced
1600	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$227K	-$9.99K	1	0.11%	Reduced