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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
2151	TF Tandem Financial Greenwood Village, Colorado	$7.6M	-$231K	2	2.29%	Reduced
2152	CB CNB Bank Clearfield, Pennsylvania	$7.59M	+$195K	5	2.96%	Increased
2153	Heritage Investors Management Corp Bethesda, Maryland	$7.59M	+$379K	4	0.21%	Increased
2154	RWM Revisor Wealth Management Akron, Ohio	$7.58M	+$324K	6	1.82%	Increased
2155	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$7.57M	+$276K	1	5.3%	Increased
2156	EFH Eaton Financial Holdings Coral Springs, Florida	$7.57M	-$1.21M	2	2.08%	Reduced
2157	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$7.55M	+$613K	5	2.51%	Increased
2158	GCA Greenwood Capital Associates Greenwood, South Carolina	$7.52M	-$303K	2	0.74%	Reduced
2159	GBT Grove Bank & Trust Miami, Florida	$7.52M	+$37.3K	7	0.75%	Increased
2160	LWP LFG Wealth Partners Elizabethtown, Kentucky	$7.52M	+$234K	2	3.53%	Increased
2161	SMCM Sky-Mountain Capital Management Ketchum, Idaho	$7.52M	+$1.86M	1	5.39%	Increased
2162	PP Patron Partners Houston, Texas	$7.52M	+$967K	4	2.89%	Increased
2163	LCM Liberty Capital Management Birmingham, Michigan	$7.5M	+$7.11M	2	1.29%	New
2164	TWM Triton Wealth Management Sun City, Arizona	$7.49M	+$1.57M	1	2.3%	Increased
2165	Main Management ETF Advisors San Francisco, California	$7.48M	+$2.28M	2	0.23%	Increased
2166	FC FCA Corp Houston, Texas	$7.47M	+$64.9K	2	1.84%	Increased
2167	JA JLB & Associates Plymouth, Michigan	$7.47M	+$5.57M	2	1%	Increased
2168	VIA Virtus Investment Advisers Hartford, Connecticut	$7.47M	+$2.27M	4	1.74%	Increased
2169	RCG Regatta Capital Group El Segundo, California	$7.46M	+$1.85M	2	1%	Increased
2170	NO Ninety One Cape Town, South Africa	$7.46M	+$226K	1	0.4%	Increased
2171	IP Indivisible Partners Clearwater, Florida	$7.45M	+$3.33M	5	0.42%	Increased
2172	IAS IMA Advisory Services Denver, Colorado	$7.45M	+$59K	10	0.47%	Increased
2173	MCA MSH Capital Advisors Scottsdale, Arizona	$7.45M	+$127K	5	1.29%	Increased
2174	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$7.44M	-$98.7K	2	1.06%	Reduced
2175	NAM NTV Asset Management Charleston, West Virginia	$7.42M	+$411K	4	0.73%	Increased