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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	HHGA Halbert Hargrove Global Advisors Long Beach, California	$485K	+$47.8K	1	0.05%	Increased
1902	KLC Knowledge Leaders Capital Denver, Colorado	$485K	$0	1	0.46%	Maintained
1903	TNB Thomasville National Bank Thomasville, Georgia	$485K	+$18.9K	1	0.07%	Increased
1904	TC Trilogy Capital Irvine, California	$485K	+$41.1K	1	0.05%	Increased
1905	HI Human Investing Lake Oswego, Oregon	$483K	-$188K	1	0.16%	Reduced
1906	KP Keel Point Huntsville, Alabama	$478K	+$395K	1	0.04%	New
1907	TWM Titus Wealth Management Larskpur, California	$478K	+$395K	1	0.34%	New
1908	FMTC Farmers & Merchants Trust Company Long Beach, California	$477K	+$394K	1	0.2%	New
1909	JFA Johanson Financial Advisors Campbell, California	$477K	+$397K	1	0.21%	New
1910	LF LifeSteps Financial Claremont, California	$475K	-$89.6K	1	0.5%	Reduced
1911	WG Watchman Group Plano, Texas	$474K	$0	1	0.35%	Maintained
1912	GEA Glen Eagle Advisors Kingston, New Jersey	$472K	+$18.8K	5	0.21%	Increased
1913	AC Abbrea Capital Greenbrae, California	$472K	-$146K	2	0.1%	Reduced
1914	AWM Avondale Wealth Management West Lake Hills, Texas	$472K	-$602K	1	0.71%	Reduced
1915	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$472K	+$390K	1	0.11%	New
1916	First Merchants Corp Muncie, Indiana	$472K	-$292K	1	0.04%	Reduced
1917	Northeast Financial Consultants Westport, Connecticut	$472K	+$390K	1	0.04%	New
1918	OC Oakworth Capital Birmingham, Alabama	$472K	+$14.1K	4	0.08%	Increased
1919	DSAM Dock Street Asset Management Palm Beach, Florida	$470K	+$15.9K	1	0.12%	Increased
1920	JWM Jeppson Wealth Management Manhattan Beach, California	$470K	+$393K	2	0.37%	New
1921	SWM SVA Wealth Management Madison, Wisconsin	$470K	+$388K	1	0.05%	New
1922	TIM Tortoise Investment Management White Plains, New York	$470K	+$31.9K	2	0.11%	Increased
1923	LRPA L. Roy Papp & Associates Phoenix, Arizona	$468K	+$386K	1	0.06%	New
1924	Magnetar Financial Evanston, Illinois	$468K	+$386K	1	0.01%	New
1925	Stonehage Fleming Financial Services St. Helier, Jersey	$468K	+$112K	1	0.02%	Increased