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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
2201	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$7.21M	+$207K	3	1.76%	Increased
2202	FFL Future Fund LLC Chicago, Illinois	$7.21M	+$2.86M	2	2.07%	Increased
2203	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$7.21M	-$291K	3	1.38%	Reduced
2204	DC Diametric Capital Boston, Massachusetts	$7.2M	-$2.08M	10	0.76%	Reduced
2205	LGA Lebenthal Global Advisors Hauppauge, New York	$7.19M	-$57.3K	3	0.97%	Reduced
2206	PA Paragon Advisors College Station, Texas	$7.19M	+$1.59M	2	1.51%	Increased
2207	CWA Clarity Wealth Advisors San Jose, California	$7.18M	+$63.6K	1	1.27%	Increased
2208	UCI Uncommon Cents Investing Janesville, Wisconsin	$7.17M	+$392K	5	1.55%	Increased
2209	NC NewSquare Capital Newtown Square, Pennsylvania	$7.17M	+$194K	4	0.53%	Increased
2210	AF Ally Financial Detroit, Michigan	$7.17M	+$4.36M	2	0.93%	Increased
2211	IA Inspire Advisors Meridian, Idaho	$7.15M	+$1.18M	8	0.5%	Increased
2212	AFP Alpha Financial Partners Lexington, Kentucky	$7.12M	+$166K	5	3.74%	Increased
2213	FCT Family Capital Trust Peabody, Massachusetts	$7.11M	+$5.1K	1	2.31%	Increased
2214	KCM KRS Capital Management Bloomfield, Michigan	$7.11M	+$13.1K	5	3.31%	Increased
2215	SIC Sterling Investment Counsel Buffalo, New York	$7.11M	-$32.8K	4	1.67%	Reduced
2216	YC Yarbrough Capital Franklin, Tennessee	$7.1M	+$2.28M	2	0.21%	Increased
2217	MMCM Murphy & Mullick Capital Management Smithtown, New York	$7.1M	-$48.5K	9	4.41%	Reduced
2218	MAWA Moss Adams Wealth Advisors Seattle, Washington	$7.1M	+$476K	4	0.44%	Increased
2219	BI Bolthouse Investments Bakersfield, California	$7.09M	-$1.58M	3	5.75%	Reduced
2220	BCM BluePath Capital Management Atlanta, Georgia	$7.09M	+$213K	3	3.89%	Increased
2221	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$7.09M	+$232K	4	0.58%	Increased
2222	HR Hardy Reed Tupelo, Mississippi	$7.09M	+$236K	3	0.46%	Increased
2223	TIM Thompson Investment Management Madison, Wisconsin	$7.07M	+$25.1K	3	0.81%	Increased
2224	SOW State of Wyoming Cheyenne, Wyoming	$7.07M	-$3.98M	22	0.72%	Reduced
2225	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$7.07M	+$3.18M	6	0.38%	Increased