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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
2301	PIA Pinion Investment Advisors Wichita, Kansas	$6.59M	+$619K	3	1.25%	Increased
2302	HNB Hilltop National Bank Casper, Wyoming	$6.58M	+$8.58K	9	1.41%	Increased
2303	CWM Connecticut Wealth Management Farmington, Connecticut	$6.58M	-$345K	5	0.24%	Reduced
2304	WCA Westover Capital Advisors Wilmington, Delaware	$6.56M	-$194K	4	1.09%	Reduced
2305	SIC Sigma Investment Counselors Northville, Michigan	$6.55M	-$66.5K	3	0.32%	Reduced
2306	KCP Kera Capital Partners San Jose, California	$6.55M	+$998K	8	0.63%	Increased
2307	SC Slotnik Capital Dallas, Texas	$6.54M	+$5.59M	1	1.69%	New
2308	UF Univest Financial Souderton, Pennsylvania	$6.54M	+$50.7K	4	0.32%	Increased
2309	TIM Titan Investment Management Indianapolis, Indiana	$6.53M	+$32K	2	4.84%	Increased
2310	HW HORAN Wealth Cincinnati, Ohio	$6.53M	+$371K	4	0.82%	Increased
2311	MFS Mattson Financial Services Kentwood, Michigan	$6.53M	-$156K	2	1.37%	Reduced
2312	CFM Capricorn Fund Managers London, United Kingdom	$6.52M	+$5.8M	3	0.51%	New
2313	PIP Palisades Investment Partners Santa Monica, California	$6.51M	+$187K	1	1.85%	Increased
2314	ACM Alcosta Capital Management San Ramon, California	$6.48M	-$177K	1	4.39%	Reduced
2315	PPC Park Place Capital Homewood, Alabama	$6.47M	+$724K	9	1.03%	Increased
2316	KIG Kennedy Investment Group West Depford, New Jersey	$6.47M	-$95K	4	2.2%	Reduced
2317	Cullen Capital Management New York	$6.47M	-$85.5K	2	0.06%	Reduced
2318	CH Canton Hathaway Providence, Rhode Island	$6.47M	-$4.03K	5	1.24%	Reduced
2319	Horizon Kinetics Asset Management New York	$6.46M	+$2.13M	5	0.07%	Increased
2320	2 2Xideas Kusnacht, Switzerland	$6.46M	-$301K	1	2.78%	Reduced
2321	SW SMART Wealth Omaha, Nebraska	$6.46M	+$1.43M	4	1.39%	Increased
2322	PWAC Private Wealth Advisors (California) Fresno, California	$6.44M	+$3.74M	1	1.65%	Increased
2323	SFP Shepherd Financial Partners Winchester, Massachusetts	$6.43M	+$196K	3	0.53%	Increased
2324	NSIM North Star Investment Management Chicago, Illinois	$6.43M	-$37.5K	9	0.35%	Reduced
2325	GMFG Greater Midwest Financial Group St. Paul, Minnesota	$6.42M	-$1.44M	3	3.2%	Reduced