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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
1701	NCM New Capital Management Houston, Texas	$41K	+$78	2	0.05%	Increased
1702	SJIM St. Johns Investment Management Jacksonville, Florida	$40K	$0	1	0.03%	Maintained
1703	OPWM Oak Point Wealth Management Portage, Michigan	$39K	+$38.6K	1	0.04%	New
1704	CJA C-J Advisory San Jose, California	$38K	-$8K	2	0.03%	Reduced
1705	KA Kaizen Advisory Wheaton, Illinois	$38K	+$37.6K	2	0.02%	New
1706	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$37.7K	$0	1	0.03%	Maintained
1707	MWM Mascoma Wealth Management Hanover, New Hampshire	$35K	$0	2	0.02%	Maintained
1708	SMG Spectrum Management Group Indianapolis, Indiana	$35K	$0	1	0.01%	Maintained
1709	WC Whitnell & Co Oak Brook, Illinois	$35K	+$4.11K	2	0.01%	Increased
1710	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$34K	+$32.9K	3	0.03%	New
1711	FCA Florence Capital Advisors New York	$34K	+$17.2K	1	0.03%	Increased
1712	MFW Mosaic Family Wealth St. Louis, Missouri	$34K	-$5K	2	0.01%	Reduced
1713	EAM Exane Asset Management Paris, France	$32.3K	-$19.6K	1	0.01%	Reduced
1714	Country Trust Bank Bloomington, Illinois	$32K	$0	1	0%	Maintained
1715	FFC First Financial Corp Terre Haute, Indiana	$32K	$0	1	0.02%	Maintained
1716	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$32K	+$8.8K	2	0.03%	Increased
1717	WOC West Oak Capital Westlake Village, California	$31.1K	$0	1	0.02%	Maintained
1718	LF Lee Financial Dallas, Texas	$31K	+$18.8K	2	0.01%	Increased
1719	TCM TD Capital Management Memphis, Tennessee	$31K	$0	1	0.01%	Maintained
1720	TC Trust Company Manhattan, Kansas	$31K	-$82K	1	0.01%	Reduced
1721	TI Turner Investments Berwyn, Pennsylvania	$31K	-$705K	1	2.42%	Reduced
1722	WAS WESPAC Advisors SoCal Pasadena, California	$31K	+$32.6K	1	0.02%	New
1723	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$31K	+$32.6K	1	0.03%	New
1724	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$30K	$0	1	0.02%	Maintained
1725	GEA Glen Eagle Advisors Kingston, New Jersey	$29.1K	-$7.77K	3	0.03%	Reduced