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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
1801	LG Leuthold Group Minneapolis, Minnesota	$11.2M	-$619K	2	1.12%	Reduced
1802	CWM Concentrum Wealth Management San Jose, California	$11.2M	+$730K	3	2.68%	Increased
1803	CFM Compass Financial Management Tampa, Florida	$11.2M	+$11.3M	11	1.35%	New
1804	CCC Chelsea Counsel Company Los Angeles, California	$11.2M	-$164K	4	4.73%	Reduced
1805	SH SeaTown Holdings Singapore	$11.2M	$0	1	6.72%	Maintained
1806	EBA Eagle Bay Advisors New York	$11.2M	+$305K	2	8.36%	Increased
1807	CIM Cambria Investment Management Manhattan Beach, California	$11.2M	+$2.64M	8	0.55%	Increased
1808	FRA Front Row Advisors Tiburon, California	$11.2M	-$405K	6	3.23%	Reduced
1809	Welch Group Birmingham, Alabama	$11.1M	+$7.86K	6	0.38%	Increased
1810	SI Symmetry Investments St Helier, Jersey	$11.1M	+$424K	3	0.75%	Increased
1811	GWP Gateway Wealth Partners Appleton, Wisconsin	$11.1M	-$11.2M	5	0.67%	Reduced
1812	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$11.1M	+$904K	2	1.67%	Increased
1813	PCTC Perkins Coie Trust Company Seattle, Washington	$11M	-$219K	3	1.83%	Reduced
1814	KI Keystone Investors Singapore	$11M	+$12.3M	2	0.59%	New
1815	IIM Ironwood Investment Management Boston, Massachusetts	$11M	+$549K	4	3.81%	Increased
1816	RPSA Richard P. Slaughter Associates Austin, Texas	$11M	-$649K	2	2.16%	Reduced
1817	OAM Occidental Asset Management Burlingame, California	$11M	+$674K	3	1.09%	Increased
1818	TWM Thryve Wealth Management Irving, Texas	$11M	+$424K	2	6.14%	Increased
1819	SOAMC Spirit of America Management Corp Syosset, New York	$11M	+$731K	2	2.07%	Increased
1820	MFA Mayflower Financial Advisors Boston, Massachusetts	$11M	+$971K	7	0.95%	Increased
1821	CA Continuum Advisory Eagle, Idaho	$11M	+$999K	13	0.89%	Increased
1822	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$10.9M	+$3.68M	7	2.06%	Increased
1823	TF Trek Financial Scottsdale, Arizona	$10.9M	+$3.63M	6	0.54%	Increased
1824	ERWM Elk River Wealth Management Denver, Colorado	$10.9M	-$737K	1	1.74%	Reduced
1825	OL Owen LaRue Elizabethtown, Kentucky	$10.9M	-$859K	3	3.79%	Reduced