← All themes

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
1851	FCFS First Command Financial Services Fort Worth, Texas	$7K	-$9.34K	1	0%	Reduced
1852	TA TCG Advisors Austin, Texas	$7K	-$34	1	0.01%	Reduced
1853	TVWM Tower View Wealth Management Shorewood, Wisconsin	$7K	-$2.33K	1	0.01%	Reduced
1854	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$6K	$0	1	0%	Maintained
1855	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$6K	-$767	1	0%	Reduced
1856	TM Titan Managers Scottsdale, Arizona	$6K	+$5.84K	1	0.01%	New
1857	Simon Quick Advisors Morristown, New Jersey	$4.43K	-$73.7K	1	0%	Reduced
1858	GSC G&S Capital Denver, Colorado	$4K	+$26	1	0%	Increased
1859	MIM Macroview Investment Management Bethesda, Maryland	$4K	$0	2	0.01%	Maintained
1860	SJIM St. Johns Investment Management Jacksonville, Florida	$4K	$0	1	0%	Maintained
1861	WOC West Oak Capital Westlake Village, California	$4K	$0	1	0%	Maintained
1862	Catalyst Capital Advisors Huntington, New York	$3K	$0	1	0%	Maintained
1863	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$2K	$0	1	0%	Maintained
1864	LWA Lowe Wealth Advisors Columbia, Maryland	$2K	-$1K	2	0%	Reduced
1865	RAM Riggs Asset Management Dallas, Pennsylvania	$2K	$0	1	0%	Maintained
1866	WCM Whitener Capital Management Rocky Mount, North Carolina	$2K	$0	1	0%	Maintained
1867	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$1K	+$1.17K	1	0%	New
1868	BAMG Brand Asset Management Group Chesterfield, Missouri	$1K	$0	1	0%	Maintained
1869	JCM Julex Capital Management Wellesley, Massachusetts	$1K	+$1.21K	1	0%	New
1870	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$205	2	0%	Increased
1871	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1872	WWM Willingdon Wealth Management Huntersville, North Carolina	$1K	-$56K	1	0%	Reduced
1873	2L 22NW LP Seattle, Washington	$0	-$1.81M	0	–	Closed
1874	AC Abbrea Capital Greenbrae, California	$0	-$270K	0	–	Closed
1875	Accredited Investors Edina, Minnesota	$0	-$288K	0	–	Closed