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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
1651	GLR Great Lakes Retirement Sandusky, Ohio	$13.1M	-$188K	4	1.16%	Reduced
1652	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$13.1M	+$768K	2	1.67%	Increased
1653	JPWM Jamison Private Wealth Management Milton, Georgia	$13.1M	+$608K	2	1.32%	Increased
1654	TAM Trust Asset Management Houston, Texas	$13.1M	+$39.8K	1	0.82%	Increased
1655	AA Apriem Advisors Irvine, California	$13.1M	-$387K	3	1.13%	Reduced
1656	GA Gagnon Advisors New York	$13M	$0	1	8.3%	Maintained
1657	BCP Bayberry Capital Partners New York	$13M	-$8.31M	1	4.49%	Reduced
1658	PCM Prelude Capital Management New York	$13M	+$3.54M	15	0.95%	Increased
1659	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$13M	+$33.9K	3	1.83%	Increased
1660	CT Caldwell Trust Venice, Florida	$13M	+$619K	6	1.05%	Increased
1661	WC Wynn Capital Augusta, Georgia	$13M	+$40.6K	2	5.79%	Increased
1662	SL Summitry LLC Foster City, California	$13M	+$422K	4	0.43%	Increased
1663	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$13M	+$293K	4	3.49%	Increased
1664	SWM Sendero Wealth Management San Antonio, Texas	$12.9M	-$385K	3	1.29%	Reduced
1665	AP Archon Partners Princeton Junction, New Jersey	$12.9M	$0	1	1.38%	Maintained
1666	NW Naviter Wealth Little Rock, Arkansas	$12.9M	-$812K	2	1.17%	Reduced
1667	WFC Western Financial Corp San Diego, California	$12.9M	+$3.69M	3	3.77%	Increased
1668	LC Longitude (Cayman) Grand Cayman, Cayman Islands	$12.9M	+$398K	1	4.09%	Increased
1669	PP PDS Planning Dublin, Ohio	$12.9M	+$427K	4	0.74%	Increased
1670	AWA Arete Wealth Advisors Chicago, Illinois	$12.9M	-$1.22M	2	0.85%	Reduced
1671	AWM Ameliora Wealth Management Zurich, Switzerland	$12.9M	+$1.54M	5	3.82%	Increased
1672	MAMU Marathon Asset Management (UK) London, United Kingdom	$12.8M	-$7.58M	1	0.52%	Reduced
1673	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$12.8M	-$1.75M	3	0.45%	Reduced
1674	DAC Dutch Asset Corp Selkirk, New York	$12.8M	-$202K	4	6.36%	Reduced
1675	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$12.8M	-$90.8K	3	1.3%	Reduced