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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	KFP KMG Fiduciary Partners Toledo, Ohio	$438K	-$338K	1	0.11%	Reduced
1952	XWM Xcel Wealth Management Holly Hill, Florida	$437K	+$361K	1	0.22%	New
1953	CCM Carlson Capital Management Northfield, Minnesota	$436K	+$399K	2	0.09%	New
1954	HFS Howard Financial Services Dallas, Texas	$435K	+$360K	1	0.28%	New
1955	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$432K	-$157K	3	0.1%	Reduced
1956	VIM Vista Investment Management Pittsburgh, Pennsylvania	$432K	-$470	1	0.33%	Reduced
1957	ACM Allred Capital Management Dallas, Texas	$431K	-$508K	1	0.26%	Reduced
1958	CNB Camden National Bank Camden, Maine	$431K	$0	1	0.1%	Maintained
1959	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$429K	+$354K	1	0.15%	New
1960	CCP Clarkston Capital Partners Rochester, Michigan	$429K	$0	1	0.01%	Maintained
1961	DLG Daniel L. Goodwin	$429K	$0	1	0.3%	Maintained
1962	EIA Eldridge Investment Advisors Manchester, New Hampshire	$429K	$0	1	0.2%	Maintained
1963	MCM Mainstay Capital Management Grand Blanc, Michigan	$429K	+$354K	1	0.11%	New
1964	MFS Monetta Financial Services Wheaton, Illinois	$429K	-$2.3M	1	0.36%	Reduced
1965	WMC Westwood Management Corporation Chicago, Illinois	$429K	$0	1	0.04%	Maintained
1966	FCM Firestone Capital Management Coral Gables, Florida	$428K	-$53.8K	1	0.19%	Reduced
1967	ACP Aveo Capital Partners Englewood, Colorado	$425K	+$351K	1	0.15%	New
1968	RCS Retirement Capital Strategies San Jose, California	$425K	$0	1	0.2%	Maintained
1969	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$424K	+$7.89K	4	0.22%	Increased
1970	VFM Viking Fund Management Minot, North Dakota	$423K	+$372K	1	0.16%	New
1971	Charles Schwab Investment Advisory San Francisco, California	$422K	+$17K	1	0%	Increased
1972	MSAM Moloney Securities Asset Management Manchester, Missouri	$422K	+$348K	1	0.11%	New
1973	GFP Gryphon Financial Partners Columbus, Ohio	$420K	+$347K	1	0.12%	New
1974	NCM Northwest Capital Management Lake Oswego, Oregon	$420K	$0	1	0.35%	Maintained
1975	AA AlphaMark Advisors Ft. Wright, Kentucky	$419K	+$141K	4	0.17%	Increased