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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
2451	CCM Crossvault Capital Management San Antonio, Texas	$564K	$0	2	0.18%	Maintained
2452	HI Human Investing Lake Oswego, Oregon	$563K	+$4.24K	1	0.13%	Increased
2453	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$562K	$0	1	0.15%	Maintained
2454	BIA Bell Investment Advisors Oakland, California	$562K	+$523K	12	0.17%	New
2455	JLBC J.L. Bainbridge & Co Sarasota, Florida	$562K	-$89.7K	1	0.07%	Reduced
2456	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$562K	$0	1	1.11%	Maintained
2457	Munro Partners Melbourne, Australia	$559K	+$509K	1	0.02%	New
2458	DA Dillon & Associates Jackson, Michigan	$559K	+$17.3K	1	0.11%	Increased
2459	JBA Johnson Bixby & Associates Vancouver, Washington	$556K	$0	1	0.16%	Maintained
2460	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$555K	$0	1	0.12%	Maintained
2461	HFS HBC Financial Services Seattle, Washington	$555K	$0	1	0.37%	Maintained
2462	AL ADE LLC Baltimore, Maryland	$554K	$0	2	0.51%	Maintained
2463	AFS Annapolis Financial Services Annapolis, Maryland	$554K	$0	3	0.18%	Maintained
2464	FCM Firestone Capital Management Coral Gables, Florida	$552K	$0	1	0.18%	Maintained
2465	PCM Palouse Capital Management Spokane, Washington	$547K	+$53.4K	2	0.24%	Increased
2466	ANRIA American National Registered Investment Advisor Galveston, Texas	$545K	-$1.71K	1	0.2%	Reduced
2467	D Diversified Wilmington, Delaware	$542K	+$26.9K	1	0.29%	Increased
2468	JWM Jeppson Wealth Management Manhattan Beach, California	$542K	-$5.65K	1	0.28%	Reduced
2469	AWM Altus Wealth Management Ft Mitchell, Kentucky	$541K	-$706	1	0.34%	Reduced
2470	OPOWM One Plus One Wealth Management Jupiter, Florida	$541K	$0	1	0.39%	Maintained
2471	One Capital Management Westlake Village, California	$539K	-$352K	1	0.04%	Reduced
2472	VCAM Van Cleef Asset Management Beachwood, Ohio	$538K	-$371K	1	0.08%	Reduced
2473	TC Trilogy Capital Irvine, California	$537K	-$73.4K	1	0.04%	Reduced
2474	CRCM Corbett Road Capital Management Mclean, Virginia	$536K	+$114K	1	0.93%	Increased
2475	MHR Matthew Hamilton Rosenberg	$534K	+$13.7K	2	0.21%	Increased