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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
1876	SOS Silver Oak Securities Jackson, Tennessee	$10.3M	+$1.7M	8	0.63%	Increased
1877	LWP LMG Wealth Partners Shreveport, Louisiana	$10.3M	+$1.03M	3	1.64%	Increased
1878	HWM Hohimer Wealth Management Seattle, Washington	$10.3M	-$804K	4	1.02%	Reduced
1879	DA Denali Advisors San Diego, California	$10.3M	-$2.8M	3	1.03%	Reduced
1880	NCM Noesis Capital Mangement Boca Raton, Florida	$10.2M	+$286K	1	1.23%	Increased
1881	COI Connable Office Inc Kalamazoo, Michigan	$10.2M	-$690K	5	0.9%	Reduced
1882	MCP Meridiem Capital Partners Dallas, Texas	$10.2M	-$48M	1	0.46%	Reduced
1883	KWM Keebeck Wealth Management Chicago, Illinois	$10.2M	+$212K	2	1%	Increased
1884	TCA Trifecta Capital Advisors Northbrook, Illinois	$10.2M	+$337K	5	1.31%	Increased
1885	RFA Register Financial Advisors Atlanta, Georgia	$10.2M	+$98.1K	7	3.12%	Increased
1886	TA TKG Advisors Valparaiso, Indiana	$10.2M	+$6.51M	3	3.53%	Increased
1887	GAA Global Assets Advisory Orlando, Florida	$10.2M	+$1.64M	5	2.22%	Increased
1888	PE PCM Encore Aspen, Colorado	$10.1M	-$75.6K	5	1.78%	Reduced
1889	RC Roundview Capital Princeton, New Jersey	$10.1M	+$2.85M	3	0.55%	Increased
1890	QIM Quantitative Investment Management Charlottesville, Virginia	$10.1M	+$9.06M	2	1.1%	Increased
1891	LCM Lazari Capital Management Woodland Hills, California	$10.1M	+$4.5K	2	3.11%	Increased
1892	SMA Sage Mountain Advisors Atlanta, Georgia	$10.1M	+$555K	3	0.62%	Increased
1893	CFD Creative Financial Designs Kokomo, Indiana	$10.1M	+$1.69M	12	0.48%	Increased
1894	IQI Integrated Quantitative Investments Bellevue, Washington	$10M	-$6.84M	7	1.65%	Reduced
1895	BA Bridgewater Advisors New York	$10M	+$1.35M	4	0.55%	Increased
1896	RFA Resurgent Financial Advisors Atlanta, Georgia	$9.99M	+$995K	6	2.78%	Increased
1897	IIC Ironwood Investment Counsel Scottsdale, Arizona	$9.98M	-$1.23M	5	1.31%	Reduced
1898	MCM Manchester Capital Management Manchester, Vermont	$9.97M	+$432K	13	1.3%	Increased
1899	Quotient Wealth Partners Dallas, Texas	$9.97M	+$72.8K	4	0.24%	Increased
1900	HC Hendley & Co Zanesville, Ohio	$9.96M	+$87.9K	1	3.52%	Increased