← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1976
SAA
Southeast Asset Advisors
Georgia
$418K $0 1 0.09% Maintained
1977
SIS
Sound Income Strategies
Florida
$417K +$102K 3 0.11% Increased
1978
AIM
Acropolis Investment Management
Missouri
$414K $0 1 0.05% Maintained
1979
ONST
Old North State Trust
North Carolina
$414K +$79K 3 0.28% Increased
1980
Everett Harris & Co
Everett Harris & Co
California
$412K -$44.3K 1 0.01% Reduced
1981
RPWA
Regent Peak Wealth Advisors
Georgia
$412K +$340K 1 0.18% New
1982
AWM
Altavista Wealth Management
North Carolina
$411K -$78.9K 1 0.11% Reduced
1983
HGWM
Horst & Graben Wealth Management
Oregon
$411K +$339K 1 0.16% New
1984
CA
Corrado Advisors
New Jersey
$409K +$338K 1 0.34% New
1985
EBT
Enterprise Bank & Trust
Massachusetts
$408K $0 1 0.19% Maintained
1986
JWM
Jupiter Wealth Management
Colorado
$408K -$46.4K 1 0.29% Reduced
1987
H
Hexavest
Quebec, Canada
$406K $0 1 0.01% Maintained
1988
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$405K $0 1 0.17% Maintained
1989
VR
Viridian RIA
Washington
$405K +$1.77K 1 0.13% Increased
1990
DWM
Dorchester Wealth Management
Quebec, Canada
$403K -$6.38K 1 0.12% Reduced
1991
MFS
Madrona Financial Services
Washington
$401K $0 1 0.25% Maintained
1992
QPWM
Quadrant Private Wealth Management
Pennsylvania
$401K -$108K 1 0.2% Reduced
1993
CDH
Charles D. Hyman
$400K $0 1 0.04% Maintained
1994
HIS
Harvest Investment Services
Illinois
$400K -$133K 1 0.23% Reduced
1995
SIAS
Shine Investment Advisory Services
Colorado
$400K +$165K 4 0.14% Increased
1996
RCM
Radnor Capital Management
Pennsylvania
$398K +$350K 1 0.13% New
1997
PWA
Physician Wealth Advisors
Utah
$397K +$35.8K 1 0.16% Increased
1998
AWA
Acorn Wealth Advisors
Michigan
$396K +$327K 1 0.35% New
1999
AP
Atwood & Palmer
Missouri
$395K $0 2 0.05% Maintained
2000
NIM
NuWave Investment Management
New Jersey
$394K +$287K 2 0.61% Increased