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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
1726	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$12.1M	-$159K	4	1.78%	Reduced
1727	MCM Maple Capital Management Montpelier, Vermont	$12.1M	+$9.71M	3	0.72%	Increased
1728	CIAM Caitong International Asset Management Hong Kong	$12.1M	-$1.48M	24	1.66%	Reduced
1729	WAM Winslow Asset Management Beachwood, Ohio	$12.1M	-$92.8K	2	2.1%	Reduced
1730	BPIM Brant Point Investment Management New York	$12.1M	-$557K	2	1.48%	Reduced
1731	SIG Sargent Investment Group Bethesda, Maryland	$12M	+$719K	5	1.45%	Increased
1732	SC Shay Capital New York	$12M	-$7.68M	8	0.77%	Reduced
1733	FAM Formidable Asset Management Cincinnati, Ohio	$12M	+$1.79M	5	1.91%	Increased
1734	1W 1776 Wealth Atlanta, Georgia	$12M	-$22.4K	3	4.24%	Reduced
1735	MF Manchester Financial Westlake Village, California	$12M	+$1.93M	3	2.13%	Increased
1736	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$12M	+$4.96M	4	0.7%	Increased
1737	PHS Pekin Hardy Strauss Chicago, Illinois	$12M	+$4.03M	9	1.05%	Increased
1738	OFS OneAscent Financial Services Birmingham, Alabama	$12M	+$1.15M	6	0.57%	Increased
1739	UAG United Advisor Group Cincinnati, Ohio	$11.9M	+$662K	4	1.26%	Increased
1740	AFA AA Financial Advisors Columbus, Ohio	$11.9M	-$404K	3	1.43%	Reduced
1741	LFA Legacy Financial Advisors Covington, Kentucky	$11.9M	+$578K	4	1.45%	Increased
1742	SB Strategic Blueprint Atlanta, Georgia	$11.9M	+$3.31M	9	0.59%	Increased
1743	CCWP Cedar Cove Wealth Partners Bloomington, Minnesota	$11.9M	+$6.32M	4	5.58%	Increased
1744	GSCM Greenfield Seitz Capital Management Dallas, Texas	$11.9M	-$152K	1	3.53%	Reduced
1745	MWA Meridian Wealth Advisors Austin, Texas	$11.8M	+$427K	3	1.35%	Increased
1746	CCA Cadent Capital Advisors Tulsa, Oklahoma	$11.8M	-$14.3K	4	2.44%	Reduced
1747	RFP Root Financial Partners Encinitas, California	$11.8M	+$565K	6	0.46%	Increased
1748	SWASL Spartan Wealth Advisory Services LLC Bingham Farms, Michigan	$11.8M	+$269K	2	0.97%	Increased
1749	S SharpePoint Phoenix, Arizona	$11.8M	+$9.95K	2	5.91%	Increased
1750	TVWM Tower View Wealth Management Shorewood, Wisconsin	$11.8M	-$1.06M	4	5.18%	Reduced