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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
1826	WA WESPAC Advisors Orinda, California	$556K	+$105K	1	0.69%	Increased
1827	FTC Farmers Trust Company Youngstown, Ohio	$555K	-$82.1K	1	0.15%	Reduced
1828	Ashton Thomas Private Wealth Scottsdale, Arizona	$554K	-$5.77K	1	0.14%	Reduced
1829	GTAM Global Trust Asset Management West Palm Beach, Florida	$554K	-$301K	2	0.35%	Reduced
1830	NFG Nations Financial Group Cedar Rapids, Iowa	$553K	+$8.86K	1	0.17%	Increased
1831	HC Hourglass Capital Houston, Texas	$552K	$0	1	0.19%	Maintained
1832	DA Doliver Advisors Houston, Texas	$551K	-$19.6K	1	0.28%	Reduced
1833	EM Excalibur Management Waltham, Massachusetts	$551K	$0	1	0.33%	Maintained
1834	HCM Highlander Capital Management Short Hills, New Jersey	$550K	$0	1	0.33%	Maintained
1835	RIM Rockbridge Investment Management Syracuse, New York	$550K	-$6.73K	3	0.13%	Reduced
1836	MPAM Monarch Partners Asset Management Boston, Massachusetts	$548K	-$8.96M	1	0.12%	Reduced
1837	MECA Miller Equity Capital Advisors Irving, Texas	$547K	+$452K	1	0.82%	New
1838	NSIM North Star Investment Management Chicago, Illinois	$547K	+$2.05K	6	0.06%	Increased
1839	PA PSI Advisors Tampa, Florida	$546K	+$451K	1	0.42%	New
1840	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$545K	-$54.6K	2	0.24%	Reduced
1841	AWA ARS Wealth Advisors St. Petersburg, Florida	$544K	+$241K	2	0.15%	Increased
1842	MBT Montecito Bank & Trust Santa Barbara, California	$544K	-$1.37K	1	0.14%	Reduced
1843	KPCM Kings Point Capital Management Great Neck, New York	$543K	+$90.3K	3	0.07%	Increased
1844	Balentine LLC Atlanta, Georgia	$541K	-$97.3K	1	0.03%	Reduced
1845	AIM Alhambra Investment Management Palmetto Bay, Florida	$535K	+$221K	2	0.64%	Increased
1846	Calamos Wealth Management Naperville, Illinois	$535K	+$460K	2	0.06%	New
1847	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$535K	+$74.4K	1	0.13%	Increased
1848	TFS Thoroughbred Financial Services Brentwood, Tennessee	$535K	-$245K	1	0.2%	Reduced
1849	WB Webster Bank Waterbury, Connecticut	$535K	+$14.5K	5	0.07%	Increased
1850	QCMC Quantum Capital Management (California) San Francisco, California	$534K	+$78.4K	2	0.6%	Increased