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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
2076	MCM Murphy Capital Management Bedminster, New Jersey	$329K	-$109K	1	0.05%	Reduced
2077	SF Symphony Financial Houston, Texas	$329K	+$272K	1	0.13%	New
2078	BOH Bank of Hawaii Honolulu, Hawaii	$326K	+$34.9K	1	0.02%	Increased
2079	Aspiriant LLC Los Angeles, California	$324K	+$267K	1	0.03%	New
2080	AFS Axiom Financial Strategies New Albany, Indiana	$324K	+$267K	1	0.19%	New
2081	LA Lynch & Associates Newburgh, Indiana	$323K	+$267K	1	0.1%	New
2082	MAM Morse Asset Management Darien, Connecticut	$322K	-$1.39M	1	0.1%	Reduced
2083	MCM MV Capital Management Bethesda, Maryland	$322K	-$177K	1	0.07%	Reduced
2084	RIG Renaissance Investment Group Lenox, Massachusetts	$322K	+$266K	1	0.11%	New
2085	SPIO Seven Post Investment Office San Francisco, California	$322K	+$266K	1	0.13%	New
2086	SB Strategic Blueprint Atlanta, Georgia	$322K	+$266K	1	0.1%	New
2087	CQS Credential Qtrade Securities Vancouver,	$321K	+$2.48K	2	0.04%	Increased
2088	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$320K	+$264K	1	0.05%	New
2089	ML McAdam LLC Philadelphia, Pennsylvania	$318K	+$263K	1	0.06%	New
2090	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$318K	+$262K	1	0.09%	New
2091	CC Cornerstone Capital Palo Alto, California	$317K	-$99.2K	1	0.05%	Reduced
2092	LFS Legacy Financial Strategies Overland Park, Kansas	$317K	+$262K	1	0.18%	New
2093	PCMC Private Capital Management (Colorado) Denver, Colorado	$317K	-$1.78M	1	0.25%	Reduced
2094	Hills Bank & Trust North Liberty, Iowa	$316K	-$53.8K	1	0.06%	Reduced
2095	BIA Barry Investment Advisors New Bedford, Massachusetts	$315K	+$260K	1	0.11%	New
2096	Destination Wealth Management Walnut Creek, California	$315K	+$260K	1	0.02%	New
2097	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$312K	+$319K	1	0.15%	New
2098	MLL Moody Lynn & Lieberson Boston, Massachusetts	$312K	-$6.98K	1	0.03%	Reduced
2099	BMC Beaton Management Company Haverhill, Massachusetts	$311K	+$257K	1	0.26%	New
2100	MWP Meridian Wealth Partners Exton, Pennsylvania	$311K	+$30.1K	1	0.16%	Increased