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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
2426	HM Harvest Management New York	$588K	+$55.1K	1	0.4%	Increased
2427	CDH Charles D. Hyman	$585K	$0	1	0.04%	Maintained
2428	CIA Cohen Investment Advisors Bedford, New Hampshire	$584K	$0	1	0.45%	Maintained
2429	SCG Sonata Capital Group Seattle, Washington	$584K	-$530K	2	0.26%	Reduced
2430	Merewether Investment Management Dallas, Texas	$582K	-$8.41M	1	0.08%	Reduced
2431	SPIO Seven Post Investment Office San Francisco, California	$582K	$0	1	0.18%	Maintained
2432	EWM EPG Wealth Management Atlanta, Georgia	$581K	+$77.7K	1	0.23%	Increased
2433	LGWM Litman Gregory Wealth Management Larkspur, California	$580K	+$162K	1	0.11%	Increased
2434	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$579K	-$9.16K	2	0.27%	Reduced
2435	AMM American Money Management Rancho Santa Fe, California	$578K	+$150K	1	0.16%	Increased
2436	Seizert Capital Partners Birmingham, Michigan	$578K	-$27.2K	1	0.03%	Reduced
2437	HCA Harbour Capital Advisors Tysons Corner, Virginia	$577K	+$86.3K	2	0.15%	Increased
2438	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$577K	$0	1	0.05%	Maintained
2439	CCM Chiron Capital Management Tallahassee, Florida	$575K	+$8.47K	1	0.42%	Increased
2440	CC Cornerstone Capital Palo Alto, California	$574K	$0	1	0.07%	Maintained
2441	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$574K	+$523K	1	0.07%	New
2442	PFS Physicians Financial Services Raleigh, North Carolina	$574K	$0	1	0.23%	Maintained
2443	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$572K	-$5.65K	1	0.11%	Reduced
2444	Edgewood Management Greenwich, Connecticut	$570K	$0	1	0%	Maintained
2445	LDB Lee, Danner & Bass Nashville, Tennessee	$570K	-$31.8K	1	0.05%	Reduced
2446	Wealth Enhancement Advisory Services Plymouth, Minnesota	$570K	-$1.23M	1	0.01%	Reduced
2447	KFS Kaizen Financial Strategies Campbell, California	$569K	+$501K	1	0.46%	New
2448	NIMI Natixis Investment Managers International Paris, France	$568K	-$757K	1	0.03%	Reduced
2449	MFS Mirabella Financial Services London, United Kingdom	$566K	+$498K	1	0.07%	New
2450	FPIS Financial Planning & Information Services De Pere, Wisconsin	$565K	+$74.8K	1	0.15%	Increased