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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	NCM New Capital Management Houston, Texas	$34K	$0	2	0.06%	Maintained
1777	WAM Wakefield Asset Management Englewood, Colorado	$34K	-$28.6K	1	0.01%	Reduced
1778	Destination Wealth Management Walnut Creek, California	$33K	-$28K	2	0%	Reduced
1779	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$33K	-$1K	1	0.01%	Reduced
1780	ACS Archford Capital Strategies Swansea, Illinois	$31K	-$3.08K	2	0.01%	Reduced
1781	MCA Mercer Capital Advisers Little Silver, New Jersey	$31K	-$56K	1	0.02%	Reduced
1782	AWM AllSquare Wealth Management Albany, New York	$30K	+$29.2K	2	0.02%	Increased
1783	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$30K	+$60	4	0.04%	Increased
1784	LGWM Litman Gregory Wealth Management Larkspur, California	$29K	$0	1	0.01%	Maintained
1785	MMG Monetary Management Group St Louis, Missouri	$28K	$0	1	0.01%	Maintained
1786	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$28K	$0	1	0.02%	Maintained
1787	CJA C-J Advisory San Jose, California	$27K	$0	2	0.02%	Maintained
1788	PWP Personal Wealth Partners Bloomington, Minnesota	$27K	+$28K	2	0.01%	New
1789	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$26.4K	-$4.2K	1	0.02%	Reduced
1790	Capstone Investment Advisors New York	$26K	-$17.7K	1	0%	Reduced
1791	DWA Dorsey Wright & Associates Pasadena, California	$26K	-$2.89K	2	0.01%	Reduced
1792	SFSG Stearns Financial Services Group Greensboro, North Carolina	$26K	$0	1	0%	Maintained
1793	TCM TD Capital Management Memphis, Tennessee	$26K	$0	2	0.01%	Maintained
1794	TFO Tarbox Family Office Newport Beach, California	$25K	+$11.9K	8	0.01%	Increased
1795	LWA Lenox Wealth Advisors New York	$24K	-$7K	2	0%	Reduced
1796	NL NKCFO LLC Geneva, Illinois	$24K	$0	1	0.02%	Maintained
1797	Balentine LLC Atlanta, Georgia	$23K	+$8.41K	5	0%	Increased
1798	IF Ironwood Financial Tucson, Arizona	$23K	$0	3	0.01%	Maintained
1799	POIA Pin Oak Investment Advisors Houston, Texas	$23K	-$1K	1	0.02%	Reduced
1800	TC Trust Company Manhattan, Kansas	$23K	+$1.17K	1	0.02%	Increased