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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
2101	RFM Royal Fund Management Lady Lake, Florida	$7.98M	+$40.2K	2	0.66%	Increased
2102	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$7.98M	-$689K	2	5.1%	Reduced
2103	Conning Inc Hartford, Connecticut	$7.97M	-$145K	4	0.24%	Reduced
2104	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$7.95M	+$465K	6	0.66%	Increased
2105	OTL Oak Thistle LLC New York	$7.94M	-$13.9M	4	0.77%	Reduced
2106	SI Sava Infond Maribor, Slovenia	$7.94M	+$6.12M	3	0.56%	Increased
2107	HGWM Horst & Graben Wealth Management Portland, Oregon	$7.93M	+$1.59K	2	1.04%	Increased
2108	CAMV Concord Asset Management (Virginia) Abingdon, Virginia	$7.92M	+$218K	2	1.23%	Increased
2109	WMP Wealth Management Partners Tucson, Arizona	$7.92M	+$236K	2	1.86%	Increased
2110	OFS OMC Financial Services Dewitt, New York	$7.92M	-$174K	2	2.62%	Reduced
2111	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$7.91M	-$3.31M	11	0.51%	Reduced
2112	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$7.91M	-$325K	3	1.32%	Reduced
2113	MIM Merrion Investment Management Cranford, New Jersey	$7.91M	-$122K	4	3.74%	Reduced
2114	SGM Scalar Gauge Management Dallas, Texas	$7.91M	+$7.26M	1	4.35%	New
2115	RCG Ridge Creek Global Strongsville, Ohio	$7.88M	-$900	5	6.13%	Reduced
2116	SAM Southernsun Asset Management Memphis, Tennessee	$7.86M	-$1.51M	1	1.06%	Reduced
2117	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$7.84M	+$160K	3	0.38%	Increased
2118	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$7.84M	+$351K	2	0.42%	Increased
2119	WA WPG Advisers Baltimore, Maryland	$7.83M	+$1.01M	18	4.6%	Increased
2120	WIM Waycross Investment Management Bellingham, Washington	$7.82M	+$1.15M	2	5.96%	Increased
2121	DWM Drive Wealth Management Lehi, Utah	$7.82M	+$587K	3	1.39%	Increased
2122	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$7.82M	+$1.03M	5	0.52%	Increased
2123	WG Wellington Group Indianapolis, Indiana	$7.82M	+$1.58M	4	2.07%	Increased
2124	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$7.81M	+$681K	7	0.52%	Increased
2125	PWP Private Wealth Partners Mill Valley, California	$7.81M	-$108K	3	0.56%	Reduced