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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	TA TCG Advisors Austin, Texas	$7K	+$6.43K	2	0.01%	New
1877	BRC Bell Rock Capital Rehoboth Beach, Delaware	$6K	$0	1	0%	Maintained
1878	LC Lavaca Capital Houston, Texas	$6K	$0	1	0.01%	Maintained
1879	MAM Marquette Asset Management Minneapolis, Minnesota	$6K	+$5.95K	1	0%	New
1880	OFW Omnia Family Wealth Aventura, Florida	$6K	-$3K	2	0%	Reduced
1881	BCA Bray Capital Advisors Naples, Florida	$5K	$0	1	0%	Maintained
1882	GSC G&S Capital Denver, Colorado	$5K	-$62K	1	0%	Reduced
1883	NMC Nine Masts Capital Central, Hong Kong	$5K	+$4.58K	1	0%	New
1884	SJIM St. Johns Investment Management Jacksonville, Florida	$5K	$0	1	0%	Maintained
1885	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$5K	+$4.49K	1	0%	New
1886	MIM Macroview Investment Management Bethesda, Maryland	$4K	$0	2	0.01%	Maintained
1887	WOC West Oak Capital Westlake Village, California	$4K	$0	1	0%	Maintained
1888	BCH Berkshire Capital Holdings San Jose, California	$3K	-$5.6M	1	0%	Reduced
1889	CFD Creative Financial Designs Kokomo, Indiana	$3K	-$6.02K	1	0%	Reduced
1890	LWA Lowe Wealth Advisors Columbia, Maryland	$3K	+$1.3K	3	0%	Increased
1891	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$3K	+$1.97K	1	0%	New
1892	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$2.19K	+$2.41K	1	0%	New
1893	1NWS 1 North Wealth Services Annapolis, Maryland	$2K	$0	1	0%	Maintained
1894	AWM AllSquare Wealth Management Albany, New York	$2K	$0	1	0%	Maintained
1895	Catalyst Capital Advisors Huntington, New York	$2K	-$6.72K	1	0%	Reduced
1896	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$2K	-$113K	1	0%	Reduced
1897	WCM Whitener Capital Management Rocky Mount, North Carolina	$2K	-$1K	1	0%	Reduced
1898	BAMG Brand Asset Management Group Chesterfield, Missouri	$1K	$0	1	0%	Maintained
1899	IAS INR Advisory Services Media, Pennsylvania	$1K	$0	1	0%	Maintained
1900	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$76	2	0%	Increased