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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
1901	LWA Lineweaver Wealth Advisors Valley View, Ohio	$9.96M	+$1.63M	3	1.18%	Increased
1902	TGAM TBH Global Asset Management Brentwood, Tennessee	$9.94M	+$122K	4	1.82%	Increased
1903	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$9.93M	-$384K	3	1.36%	Reduced
1904	SFC Strategic Financial Concepts San Antonio, Texas	$9.91M	-$507K	4	2.95%	Reduced
1905	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$9.91M	+$1.09M	7	0.1%	Increased
1906	BL BFSG LLC Irvine, California	$9.91M	+$1.38M	7	0.88%	Increased
1907	WEG World Equity Group Schaumburg, Illinois	$9.91M	+$1.28M	6	2.22%	Increased
1908	AO Allen Operations New York	$9.85M	$0	1	1.37%	Maintained
1909	WPI Walter Public Investments Westmount, Canada	$9.85M	-$1.18M	1	2.37%	Reduced
1910	HIC Holderness Investments Company Greensboro, North Carolina	$9.85M	+$140K	5	1.64%	Increased
1911	KA Kerrisdale Advisers Miami, Florida	$9.84M	+$5.62M	2	2.47%	Increased
1912	DCM Dilation Capital Management New York	$9.82M	+$8.03M	1	3.96%	New
1913	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$9.81M	+$673K	4	1.2%	Increased
1914	SWM Sterling Wealth Management Champaign, Illinois	$9.8M	$0	2	2.44%	Maintained
1915	HA Herold Advisors New York	$9.78M	-$8.2K	5	1.93%	Reduced
1916	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$9.78M	-$590K	3	3.19%	Reduced
1917	BMC Benin Management Corp Wilton, Connecticut	$9.76M	-$206K	2	1.98%	Reduced
1918	Unisphere Establishment Vaduz, Liechtenstein	$9.76M	+$1.23M	1	0.08%	Increased
1919	CCM Canal Capital Management Richmond, Virginia	$9.74M	+$4.57M	4	1.19%	Increased
1920	SA Sovran Advisors San Diego, California	$9.73M	+$273K	5	0.72%	Increased
1921	MA MONECO Advisors Fairfield, Connecticut	$9.68M	+$891K	6	0.59%	Increased
1922	AO Advisor OS Chicago, Illinois	$9.67M	-$834K	6	0.65%	Reduced
1923	PWA PCG Wealth Advisors Overland Park, Kansas	$9.65M	-$11K	4	2.15%	Reduced
1924	AWP Avid Wealth Partners San Antonio, Texas	$9.65M	+$7.62M	3	4.67%	Increased
1925	MWM Maridea Wealth Management Brooklyn, New York	$9.65M	+$87.6K	6	1.04%	Increased