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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	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$279K	+$88.7K	3	0.23%	Increased
2152	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$277K	+$265K	1	0.06%	New
2153	OWM Opes Wealth Management Menlo Park, California	$277K	+$228K	1	0.13%	New
2154	WA Winfield Associates Cleveland, Ohio	$277K	+$228K	1	0.13%	New
2155	CMG Cavalry Management Group San Francisco, California	$276K	-$28.5M	1	0.03%	Reduced
2156	SFS Searcy Financial Services Overland Park, Kansas	$276K	+$228K	1	0.21%	New
2157	Cohen & Steers New York	$273K	$0	1	0%	Maintained
2158	GIM Grassi Investment Management Santa Clara, California	$272K	+$225K	1	0.04%	New
2159	SC Schulhoff & Co Cincinnati, Ohio	$272K	$0	1	0.15%	Maintained
2160	VWA V Wealth Advisors Overland Park, Kansas	$272K	-$861K	1	0.19%	Reduced
2161	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$271K	-$41.5K	1	0.05%	Reduced
2162	QAM Q3 Asset Management Birmingham, Michigan	$271K	+$47.1K	1	0.22%	Increased
2163	YWP YorkBridge Wealth Partners New York	$271K	$0	1	0.11%	Maintained
2164	BWM BigSur Wealth Management Miami, Florida	$269K	$0	1	0.17%	Maintained
2165	BCM Boltwood Capital Management Walnut Creek, California	$268K	+$221K	1	0.15%	New
2166	LDB Lee, Danner & Bass Nashville, Tennessee	$268K	+$221K	1	0.03%	New
2167	PWMG Prestige Wealth Management Group Flemington, New Jersey	$268K	+$41.5K	6	0.08%	Increased
2168	ACG Allen Capital Group Grand Island, Nebraska	$266K	+$211K	1	0.07%	New
2169	CCM Canal Capital Management Richmond, Virginia	$266K	+$220K	1	0.12%	New
2170	WCA Westover Capital Advisors Wilmington, Delaware	$266K	+$220K	1	0.11%	New
2171	GA Gateway Advisory Westfield, New Jersey	$265K	+$219K	1	0.06%	New
2172	LIC Laurus Investment Counsel Toronto, Canada	$265K	$0	1	0.13%	Maintained
2173	AG Appleton Group Appleton, Wisconsin	$264K	$0	1	0.41%	Maintained
2174	FCM Firsthand Capital Management San Jose, California	$264K	+$233K	1	0.1%	New
2175	Heritage Investors Management Corp Bethesda, Maryland	$264K	-$258K	1	0.01%	Reduced