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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
1951	CWM Cabot Wealth Management Salem, Massachusetts	$9.4M	+$4.86M	3	0.96%	Increased
1952	SCM Schnieders Capital Management Pasadena, California	$9.38M	+$2.16M	4	1.23%	Increased
1953	SI Saxon Interests Houston, Texas	$9.38M	+$1.76M	5	2.59%	Increased
1954	RBWA RFG - Bristol Wealth Advisors Taunton, Massachusetts	$9.38M	-$595K	6	2.27%	Reduced
1955	MA McBroom & Associates Las Vegas, Nevada	$9.37M	+$579K	1	4.71%	Increased
1956	JIM JCP Investment Management Houston, Texas	$9.36M	+$9.8M	1	5%	New
1957	CWP Concord Wealth Partners Abingdon, Virginia	$9.36M	+$591K	9	1.07%	Increased
1958	CRWM Castle Rock Wealth Management Walnut Creek, California	$9.35M	-$659K	3	1.84%	Reduced
1959	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$9.35M	+$25.5K	1	1.07%	Increased
1960	TC Truvestments Capital Sarasota, Florida	$9.33M	+$805K	13	1.39%	Increased
1961	GD Grandfield & Dodd New York	$9.33M	-$564K	4	0.49%	Reduced
1962	Circle Wealth Management Summit, New Jersey	$9.33M	+$822K	3	0.12%	Increased
1963	MCG McCollum Christoferson Group Amherst, New York	$9.31M	-$261K	2	2.73%	Reduced
1964	AWM Aviso Wealth Management Bellevue, Washington	$9.3M	-$167K	4	3.17%	Reduced
1965	VCM Verde Capital Management Clarkston, Michigan	$9.29M	+$191K	1	1.72%	Increased
1966	CPL CAP Partners LLC Franklin, Tennessee	$9.28M	+$105K	2	4.54%	Increased
1967	GC Gillson Capital Chicago, Illinois	$9.27M	+$5.75M	1	0.55%	Increased
1968	SW StrongBox Wealth Lee's Summit, Missouri	$9.27M	+$171K	5	2.64%	Increased
1969	QFW QTR Family Wealth Lake Mary, Florida	$9.25M	+$471K	4	3.22%	Increased
1970	ACM Accent Capital Management Centerville, Ohio	$9.24M	+$4.09M	6	3.99%	Increased
1971	KCM Kathmere Capital Management Wayne, Pennsylvania	$9.24M	+$56.6K	5	0.49%	Increased
1972	ZCP Z3 Capital Partners Richmond, Virginia	$9.23M	+$399K	2	1.94%	Increased
1973	RCA Resonant Capital Advisors Madison, Wisconsin	$9.22M	+$357K	6	0.44%	Increased
1974	TA Tectonic Advisors Frisco, Texas	$9.21M	+$1.48M	7	0.44%	Increased
1975	SFO Stenger Family Office Naperville, Illinois	$9.21M	+$219K	2	1.46%	Increased