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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
2351	NL Navalign LLC Encino, California	$664K	-$148K	1	0.28%	Reduced
2352	GIM Greylin Investment Management Orange, Virginia	$663K	+$325K	1	0.14%	Increased
2353	PCA Private Capital Advisors Darien, Connecticut	$662K	+$2.82K	1	0.11%	Increased
2354	CA Capitolis Advisors New York	$661K	-$2.27M	1	0.01%	Reduced
2355	HGWM Horst & Graben Wealth Management Portland, Oregon	$661K	$0	1	0.18%	Maintained
2356	SCA Sander Capital Advisors Seattle, Washington	$659K	$0	1	0.29%	Maintained
2357	EPA Element Pointe Advisors Miami, Florida	$658K	-$19.1K	1	0.22%	Reduced
2358	MRCM M&R Capital Management Summit, New Jersey	$658K	+$347K	2	0.15%	Increased
2359	SW Signify Wealth Saint Louis, Missouri	$658K	+$706	1	0.52%	Increased
2360	CHC City Holding Co Charleston, West Virginia	$655K	-$609	5	0.11%	Reduced
2361	OC Oarsman Capital Milwaukee, Wisconsin	$655K	$0	1	0.27%	Maintained
2362	SIS Sound Income Strategies Ft Lauderdale, Florida	$655K	+$14.3K	2	0.08%	Increased
2363	SWM Sugarloaf Wealth Management Duluth, Georgia	$653K	+$37.1K	2	0.17%	Increased
2364	LIM Longfellow Investment Management Boston, Massachusetts	$652K	$0	3	0.11%	Maintained
2365	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$651K	$0	1	0.59%	Maintained
2366	Everett Harris & Co Los Angeles, California	$650K	-$206K	1	0.01%	Reduced
2367	BC Bridgefront Capital Austin, Texas	$648K	-$1.05M	2	0.68%	Reduced
2368	TWI Thomas White International Chicago, Illinois	$648K	+$1.52K	2	0.09%	Increased
2369	AIA Arrow Investment Advisors Laurel, Maryland	$646K	-$108K	1	0.42%	Reduced
2370	JGC J. Goldman & Co New York	$646K	-$2.69M	1	0.03%	Reduced
2371	WQ Wealth Quarterback Toms River, New Jersey	$646K	+$2.21M	5	0.43%	Increased
2372	AF Aldebaran Financial	$645K	$0	1	0.52%	Maintained
2373	AFS Axiom Financial Strategies New Albany, Indiana	$640K	$0	1	0.3%	Maintained
2374	CCM Carlson Capital Management Northfield, Minnesota	$640K	+$172K	1	0.07%	Increased
2375	AWM Act Wealth Management Plano, Texas	$639K	$0	1	0.39%	Maintained