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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	VCP Vista Capital Partners Portland, Oregon	$203K	+$602	1	0.04%	Increased
1652	PWP Principle Wealth Partners Madison, Connecticut	$202K	+$30.1K	1	0.12%	Increased
1653	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$202K	+$1.51K	4	0.03%	Increased
1654	AGM Alpine Global Management New York	$201K	+$92.8K	1	0.06%	Increased
1655	FRM Fox Run Management Greenwich, Connecticut	$201K	+$16.6K	1	0.11%	Increased
1656	SIM SSI Investment Management Los Angeles, California	$201K	+$190K	1	0.02%	New
1657	Prospera Financial Services Dallas, Texas	$200K	-$155K	1	0.07%	Reduced
1658	FC Ferris Capital Marlborough, Massachusetts	$193K	+$102K	4	0.07%	Increased
1659	SMG Spectrum Management Group Indianapolis, Indiana	$193K	$0	2	0.06%	Maintained
1660	SJIC St. James Investment Company Southlake, Texas	$193K	+$198K	1	0.02%	New
1661	BFA Benedict Financial Advisors Atlanta, Georgia	$189K	$0	1	0.08%	Maintained
1662	HCA Horan Capital Advisors Cincinnati, Ohio	$188K	+$178K	2	0.12%	New
1663	Walleye Capital New York	$187K	+$181K	2	0.03%	New
1664	PB Pinnacle Bancorp Beatrice, Nebraska	$183K	$0	2	0.11%	Maintained
1665	FA Fortis Advisors Wayne, Pennsylvania	$177K	-$175K	2	0.09%	Reduced
1666	SWA Sutton Wealth Advisors Tampa, Florida	$177K	+$22.1K	7	0.1%	Increased
1667	YCM Yaupon Capital Management New York	$176K	+$225K	1	0.09%	New
1668	TC Truvestments Capital Sarasota, Florida	$175K	+$169K	5	0.13%	New
1669	CWS Cypress Wealth Services Palm Desert, California	$172K	-$24.1K	1	0.05%	Reduced
1670	MCM McKinley Capital Management Anchorage, Alaska	$169K	$0	2	0.01%	Maintained
1671	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$168K	$0	1	0.02%	Maintained
1672	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$165K	$0	1	0.14%	Maintained
1673	IWP Icon Wealth Partners Houston, Texas	$164K	+$163K	4	0.06%	New
1674	TCI Wealth Advisors Tucson, Arizona	$164K	-$3.86K	7	0.07%	Reduced
1675	PGA Premia Global Advisors Coral Gables, Florida	$162K	+$166K	2	0.16%	New