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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
2051	CMANY Capital Management Associates (New York) New York	$8.42M	$0	3	10.83%	Maintained
2052	XF XML Financial Bethesda, Maryland	$8.42M	+$303K	6	0.61%	Increased
2053	CCP Carmel Capital Partners San Diego, California	$8.4M	-$452K	2	2.77%	Reduced
2054	EIA Eastover Investment Advisors Charlotte, North Carolina	$8.39M	+$102K	1	3.31%	Increased
2055	FM Family Management New York	$8.38M	+$3.36M	4	0.86%	Increased
2056	MO McMillan Office St. Clair Shores, Michigan	$8.37M	+$194K	5	0.96%	Increased
2057	LW Lauer Wealth Valparaiso, Indiana	$8.37M	-$573K	2	5.02%	Reduced
2058	Facet Wealth Inc Baltimore, Maryland	$8.35M	+$607K	4	0.12%	Increased
2059	TIA TCFG Investment Advisors Laguna Niguel, California	$8.35M	+$359K	5	2.81%	Increased
2060	MW MBL Wealth Charlotte, North Carolina	$8.32M	+$1.85M	5	0.57%	Increased
2061	Conestoga Capital Advisors Wayne, Pennsylvania	$8.32M	+$6.8M	1	0.18%	New
2062	CCM Conway Capital Management Burbank, California	$8.32M	+$333K	3	3.7%	Increased
2063	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$8.32M	+$1.37M	3	1.18%	Increased
2064	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$8.31M	+$268K	4	0.18%	Increased
2065	FZCM Flynn Zito Capital Management Garden City, New York	$8.31M	+$2.06M	3	2.26%	Increased
2066	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$8.29M	+$5.52M	5	1.86%	Increased
2067	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$8.28M	+$459K	2	1%	Increased
2068	VWM Vigilare Wealth Management Scottsdale, Arizona	$8.28M	-$111K	4	2.54%	Reduced
2069	HPM Heights Point Management New York	$8.27M	+$2.51M	1	6.58%	Increased
2070	ISB Iowa State Bank Urbandale, Iowa	$8.26M	+$39.1K	1	1.38%	Increased
2071	TW Tempo Wealth Independence, Ohio	$8.25M	+$419K	4	1.22%	Increased
2072	OL Optas LLC Austin, Texas	$8.24M	+$468K	8	1.15%	Increased
2073	GM GeoWealth Management Chicago, Illinois	$8.24M	+$1.24M	8	0.26%	Increased
2074	CWMK Caliber Wealth Management (Kansas) Overland Park, Kansas	$8.23M	-$374K	3	0.79%	Reduced
2075	BFG Berger Financial Group Plymouth, Minnesota	$8.23M	+$95K	3	0.42%	Increased