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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
1776	WCM Whitener Capital Management Rocky Mount, North Carolina	$9K	+$10.5K	3	0.01%	New
1777	BCM Blume Capital Management Berkeley, California	$8K	$0	1	0%	Maintained
1778	BRC Bell Rock Capital Rehoboth Beach, Delaware	$7K	+$3.81K	1	0%	Increased
1779	TIM Tortoise Investment Management White Plains, New York	$7K	$0	1	0%	Maintained
1780	BA Ballew Advisors Jackson, Mississippi	$6K	+$7.2K	1	0.01%	New
1781	LF Lee Financial Dallas, Texas	$6K	-$57.2K	1	0%	Reduced
1782	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$6K	$0	1	0%	Maintained
1783	BCA Bray Capital Advisors Naples, Florida	$5K	-$25.6K	1	0%	Reduced
1784	GSC G&S Capital Denver, Colorado	$5K	$0	1	0%	Maintained
1785	MCM Mainstay Capital Management Grand Blanc, Michigan	$5K	+$4.87K	1	0%	New
1786	SJIM St. Johns Investment Management Jacksonville, Florida	$5K	$0	1	0%	Maintained
1787	CA Centerpoint Advisors Needham, Massachusetts	$4K	-$11.2K	3	0%	Reduced
1788	WOC West Oak Capital Westlake Village, California	$3.88K	$0	1	0%	Maintained
1789	EA Elm Advisors Burlingame, California	$3K	+$3.24K	1	0%	New
1790	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$3K	+$3.75K	1	0%	New
1791	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$2.45K	2	0.01%	Increased
1792	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$3K	+$3.14K	1	0%	New
1793	AWM AllSquare Wealth Management Albany, New York	$2K	-$10K	1	0%	Reduced
1794	CFA Camarda Financial Advisors Fleming Island, Florida	$2K	$0	1	0%	Maintained
1795	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$2K	$0	1	0%	Maintained
1796	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1K	$0	1	0%	Maintained
1797	BCH Berkshire Capital Holdings San Jose, California	$1K	-$6.91M	1	0%	Reduced
1798	BAMG Brand Asset Management Group Chesterfield, Missouri	$1K	$0	1	0%	Maintained
1799	FCT Family Capital Trust Peabody, Massachusetts	$1K	$0	1	0%	Maintained
1800	GTAM Global Trust Asset Management West Palm Beach, Florida	$1K	+$736	1	0%	New