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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
2376	Obermeyer Wealth Partners Aspen, Colorado	$6.14M	+$74.3K	4	0.25%	Increased
2377	SAM Sagewood Asset Management New York	$6.14M	+$807K	6	1.39%	Increased
2378	FMN Financial Management Network Mission Viejo, California	$6.13M	-$180K	1	0.88%	Reduced
2379	CC Courier Capital Buffalo, New York	$6.13M	+$112K	3	0.31%	Increased
2380	SP Stablepoint Partners Braintree, Massachusetts	$6.13M	-$322K	4	0.85%	Reduced
2381	NFG Norris Financial Group Greenville, South Carolina	$6.13M	+$1.12M	2	2.44%	Increased
2382	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$6.13M	+$1.53M	4	0.32%	Increased
2383	RW RVW Wealth Los Angeles, California	$6.12M	-$1.4M	2	0.4%	Reduced
2384	CWM Cordatus Wealth Management Newtown, Pennsylvania	$6.11M	+$316K	3	1.34%	Increased
2385	CT Clearstead Trust Portland, Maine	$6.1M	+$2.72M	11	0.8%	Increased
2386	EFMH E Fund Management (HK) Central, Hong Kong	$6.1M	+$2.19M	5	2.02%	Increased
2387	LJAC L.J. Altfest & Co New York	$6.09M	-$698K	2	0.59%	Reduced
2388	FCM FirstWave Capital Management Miami, Florida	$6.09M	+$5.19M	2	2.69%	New
2389	NI Natural Investments Windsor, California	$6.09M	-$786K	7	1.34%	Reduced
2390	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$6.07M	+$39K	3	0.36%	Increased
2391	MA MJP Associates Farmington, Connecticut	$6.06M	+$143K	6	0.66%	Increased
2392	PAS PKS Advisory Services Albany, New York	$6.06M	+$803K	6	0.97%	Increased
2393	IGGA Iron Gate Global Advisors Nsl, Utah	$6.05M	-$27.1K	3	0.58%	Reduced
2394	SWP Semus Wealth Partners Boca Raton, Florida	$6.04M	+$177K	2	2.92%	Increased
2395	P Palladiem Bryn Mawr, Pennsylvania	$6.03M	+$4.92M	4	5.85%	Increased
2396	NI NCP Inc La Quinta, California	$6.02M	$0	2	8.38%	Maintained
2397	CRI Colonial River Investments Midlothian, Virginia	$6.01M	+$211K	4	1.71%	Increased
2398	North Star Asset Management Neenah, Wisconsin	$6M	+$214K	5	0.24%	Increased
2399	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$6M	+$5.53M	5	0.51%	New
2400	IGM Incline Global Management New York	$5.99M	+$5.51M	1	1.68%	New