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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	AIP Ahrens Investment Partners Lafayette, Louisiana	$583K	+$481K	1	0.39%	New
1802	DAM Doheny Asset Management Los Angeles, California	$583K	+$482K	1	0.48%	New
1803	GM Advisory Group Melville, New York	$583K	+$3.19K	1	0.09%	Increased
1804	BBWA Bell & Brown Wealth Advisors Newport Beach, California	$581K	-$69.4K	1	0.42%	Reduced
1805	Lombard Odier Asset Management (Europe) London, United Kingdom	$578K	+$477K	1	0.03%	New
1806	TLWM Financial San Antonio, Texas	$578K	+$33.6K	1	0.27%	Increased
1807	CWM Chesapeake Wealth Management Williamsburg, Virginia	$575K	$0	1	0.21%	Maintained
1808	Becker Capital Management Portland, Oregon	$573K	+$5.38K	1	0.03%	Increased
1809	Choreo LLC Rockford, Illinois	$571K	-$893K	1	0.05%	Reduced
1810	SouthState Corp Winter Haven, Florida	$571K	+$269K	2	0.06%	Increased
1811	Granite Investment Partners El Segundo, California	$570K	$0	1	0.03%	Maintained
1812	CH Canton Hathaway Providence, Rhode Island	$567K	+$57.4K	2	0.23%	Increased
1813	Mountain Capital Investment Advisors Westminster, Colorado	$567K	+$505K	2	0.37%	New
1814	9258 Wealth Management Blue Ash, Ohio	$565K	+$522K	2	0.21%	New
1815	CAM Cubic Asset Management Boston, Massachusetts	$565K	+$549K	1	0.2%	New
1816	Founders Financial Alliance Raleigh, North Carolina	$565K	+$504K	6	0.34%	New
1817	First Business Financial Services Madison, Wisconsin	$564K	-$49.1K	1	0.09%	Reduced
1818	22CM 20/20 Capital Management Costa Mesa, California	$562K	+$81.1K	1	0.21%	Increased
1819	CAM Crestone Asset Management Boulder, Colorado	$562K	-$271K	1	0.18%	Reduced
1820	MA Private Wealth San Carlos, California	$560K	-$17.7K	1	0.13%	Reduced
1821	Trek Financial Scottsdale, Arizona	$559K	+$374K	2	0.09%	Increased
1822	Ameritas Investment Company Lincoln, Nebraska	$558K	-$733K	1	0.17%	Reduced
1823	BWA Beam Wealth Advisors Covington, Louisiana	$558K	+$17.7K	1	0.52%	Increased
1824	Opus Capital Group Cincinnati, Ohio	$558K	+$293K	2	0.16%	Increased
1825	Strategic Wealth Partners Independence, Ohio	$558K	-$14.2K	1	0.28%	Reduced