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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
2401	STC Sarah T. Connolly	$618K	+$667K	1	0.51%	New
2402	WA WP Advisors San Francisco, California	$617K	+$14.1K	1	0.25%	Increased
2403	CAM Crestone Asset Management Boulder, Colorado	$616K	-$375K	1	0.13%	Reduced
2404	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$613K	+$131K	3	0.41%	Increased
2405	BA Bridge Advisory Pasadena, California	$612K	-$2.82K	1	0.3%	Reduced
2406	WWM WT Wealth Management Scottsdale, Arizona	$611K	-$250K	1	0.24%	Reduced
2407	MCM Maple Capital Management Montpelier, Vermont	$610K	+$5.65K	1	0.08%	Increased
2408	RCG Rock Creek Group Washington, District of Columbia	$610K	-$332K	1	0.1%	Reduced
2409	VC Veracity Capital Atlanta, Georgia	$610K	-$706	1	0.26%	Reduced
2410	SAA Southeast Asset Advisors Thomasville, Georgia	$609K	+$639	1	0.1%	Increased
2411	BCM Breiter Capital Management Bradenton, Florida	$608K	$0	1	0.35%	Maintained
2412	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$605K	-$531K	1	0.12%	Reduced
2413	S SimplyRich Carlsbad, California	$602K	$0	1	0.22%	Maintained
2414	Aspiriant LLC Los Angeles, California	$600K	$0	1	0.04%	Maintained
2415	SWM Stockman Wealth Management Billings, Montana	$600K	+$43.8K	1	0.13%	Increased
2416	FWP Falcon Wealth Planning Ontario, California	$599K	+$55.8K	1	0.23%	Increased
2417	GWM Gitterman Wealth Management Edison, New Jersey	$599K	+$1.02K	2	0.48%	Increased
2418	SAM Summit Asset Management Memphis, Tennessee	$598K	-$49.4K	1	0.19%	Reduced
2419	SHGA Sand Hill Global Advisors Palo Alto, California	$597K	-$496K	1	0.04%	Reduced
2420	RC Rinet Company Boston, Massachusetts	$596K	+$542K	1	0.11%	New
2421	CHA Cooper/Haims Advisors Victor, New York	$594K	-$111K	1	0.36%	Reduced
2422	PWS Paragon Wealth Strategies Jacksonville, Florida	$594K	-$305K	1	0.16%	Reduced
2423	Park National Corp Newark, Ohio	$594K	-$16K	1	0.03%	Reduced
2424	RPCA Running Point Capital Advisors El Segundo, California	$592K	+$39.5K	1	0.26%	Increased
2425	LCM LCM Capital Management Chicago, Illinois	$591K	+$538K	1	0.5%	New