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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	MMG Monetary Management Group St Louis, Missouri	$35K	$0	1	0.01%	Maintained
1802	SPL Smart Portfolios LLC Seattle, Washington	$34K	+$36.1K	1	0.03%	New
1803	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$33K	+$32K	3	0.02%	New
1804	SFSG Stearns Financial Services Group Greensboro, North Carolina	$32K	$0	1	0.01%	Maintained
1805	TCM TD Capital Management Memphis, Tennessee	$32K	$0	2	0.01%	Maintained
1806	Harding Loevner Bridgewater, New Jersey	$31K	-$1.66K	1	0%	Reduced
1807	MSA Marino Stram & Associates Braintree, Massachusetts	$31K	+$258	4	0.02%	Increased
1808	AQA Alpha Quant Advisors Irving, Texas	$30K	+$7.15K	3	0.03%	Increased
1809	CHC City Holding Co Charleston, West Virginia	$30K	+$4.21K	3	0.01%	Increased
1810	JFA JNBA Financial Advisors Bloomington, Minnesota	$30K	$0	3	0.01%	Maintained
1811	Benjamin Edwards Inc Clayton, Missouri	$28K	+$30.1K	1	0.13%	New
1812	NCM Northstar Capital Management New York	$28K	$0	1	0.03%	Maintained
1813	RBC Roble Belko & Company Sewickley, Pennsylvania	$28K	$0	2	0.01%	Maintained
1814	TC Trust Company Manhattan, Kansas	$28K	$0	1	0.02%	Maintained
1815	WC Whitnell & Co Oak Brook, Illinois	$28K	$0	1	0.01%	Maintained
1816	CJA C-J Advisory San Jose, California	$27K	-$5K	2	0.02%	Reduced
1817	IF Ironwood Financial Tucson, Arizona	$27K	-$30.1K	3	0.01%	Reduced
1818	MWC MKD Wealth Coaches Troy, Michigan	$27K	+$24K	2	0.03%	Increased
1819	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$27K	$0	1	0.02%	Maintained
1820	DWA Dorsey Wright & Associates Pasadena, California	$26K	-$27.4K	3	0.01%	Reduced
1821	AIS AlphaOne Investment Services West Chester, Pennsylvania	$25K	$0	1	0.02%	Maintained
1822	IWA Intercontinental Wealth Advisors San Antonio, Texas	$25K	$0	1	0.01%	Maintained
1823	KL KWMG LLC Overland Park, Kansas	$24K	$0	2	0.01%	Maintained
1824	NL NKCFO LLC Geneva, Illinois	$23K	$0	1	0.02%	Maintained
1825	POIA Pin Oak Investment Advisors Houston, Texas	$23K	+$10.7K	2	0.02%	Increased