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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
1601	CFG CKW Financial Group Honolulu, Hawaii	$152K	+$145K	2	0.03%	Increased
1602	VIA Vantage Investment Advisors State College, Pennsylvania	$151K	+$1.25K	2	0.03%	Increased
1603	IAS IMA Advisory Services Denver, Colorado	$150K	-$100K	3	0.06%	Reduced
1604	AWM Avondale Wealth Management West Lake Hills, Texas	$148K	$0	1	0.14%	Maintained
1605	TC Trilogy Capital Irvine, California	$147K	-$12.9K	3	0.02%	Reduced
1606	PAM Paradigm Asset Management New York	$146K	+$93.7K	1	0.04%	Increased
1607	TCI Wealth Advisors Tucson, Arizona	$144K	+$17.6K	6	0.06%	Increased
1608	WIM Westside Investment Management Santa Monica, California	$136K	-$9.41K	4	0.04%	Reduced
1609	SCM Scopia Capital Management New York	$136K	$0	1	0%	Maintained
1610	VCM Versant Capital Management Phoenix, Arizona	$136K	-$3.64K	11	0.06%	Reduced
1611	AIA Arcadia Investment Advisors Eagle, Idaho	$135K	$0	1	0.1%	Maintained
1612	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$133K	+$129K	3	0.06%	New
1613	CL CSS LLC Chicago, Illinois	$132K	-$3.49M	1	0.01%	Reduced
1614	CPH C Partners Holding Zurich, Switzerland	$130K	-$139K	1	0.05%	Reduced
1615	AIM Advantage Investment Management Cedar Rapids, Iowa	$128K	+$63.1K	7	0.08%	Increased
1616	EWM Edge Wealth Management New York	$128K	-$5.58M	2	0.03%	Reduced
1617	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$126K	-$4.79K	3	0.1%	Reduced
1618	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$122K	$0	1	0.06%	Maintained
1619	WB Webster Bank Waterbury, Connecticut	$122K	+$2.94K	3	0.02%	Increased
1620	GLI Guardian Life Insurance New York	$120K	+$1.06K	2	0.02%	Increased
1621	RMC Resources Management Corp West Hartford, Connecticut	$118K	+$112K	1	0.02%	New
1622	CB Community Bank Dewitt, New York	$117K	$0	2	0.02%	Maintained
1623	FBT First Bank & Trust Brookings, South Dakota	$117K	$0	1	0.09%	Maintained
1624	SCM Silvant Capital Management Atlanta, Georgia	$114K	$0	1	0.01%	Maintained
1625	TFS TrustCore Financial Services Brentwood, Tennessee	$113K	-$2.89K	4	0.04%	Reduced