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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
2001	SWA SFMG Wealth Advisors Plano, Texas	$8.96M	+$808K	4	0.54%	Increased
2002	AGA Arch Global Advisors New York	$8.93M	+$129K	2	3.95%	Increased
2003	HCA Heck Capital Advisors Rhinelander, Wisconsin	$8.92M	+$6.1M	2	0.53%	Increased
2004	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$8.91M	+$14.6K	2	1.75%	Increased
2005	APCM Alaska Permanent Capital Management Anchorage, Alaska	$8.9M	-$1.55M	1	0.58%	Reduced
2006	CIC Canal Insurance Company Greenville, South Carolina	$8.9M	$0	2	1.95%	Maintained
2007	ACM Aljian Capital Management Carson City, Nevada	$8.89M	+$689K	3	1.65%	Increased
2008	DSC Duncker Streett & Co St. Louis, Missouri	$8.88M	+$785K	3	1.5%	Increased
2009	HCM HMS Capital Management Nashville, Tennessee	$8.88M	+$93.7K	3	3.32%	Increased
2010	SWA Stratos Wealth Advisors Beachwood, Ohio	$8.88M	+$1.27M	6	0.49%	Increased
2011	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$8.87M	+$6.32M	4	1.17%	Increased
2012	OGC Oak Grove Capital North Hampton, New Hampshire	$8.86M	+$6.38M	2	0.42%	Increased
2013	TNA True North Advisors Dallas, Texas	$8.86M	+$465K	4	0.85%	Increased
2014	NAS NWF Advisory Services Los Angeles, California	$8.86M	+$877K	5	0.83%	Increased
2015	RR Robotti Robert	$8.85M	+$32.6K	2	1.43%	Increased
2016	FWA FSM Wealth Advisors Cleveland, Ohio	$8.82M	-$28.1K	6	0.94%	Reduced
2017	BHC Bull Harbor Capital Bethesda, Maryland	$8.79M	+$1.03M	8	1.71%	Increased
2018	EAN Excelsior Advisor Network Denver, Colorado	$8.78M	+$6.74M	5	1.16%	Increased
2019	DL Dockside LLC New York	$8.78M	+$9.49M	6	2.05%	New
2020	VRM Vectors Research Management New York	$8.77M	+$33.9K	2	2.29%	Increased
2021	Hancock Prospecting West Perth, Australia	$8.76M	$0	1	0.15%	Maintained
2022	ACM Ayrshire Capital Management Westport, Connecticut	$8.76M	-$62.1K	1	4.1%	Reduced
2023	JGCM Joseph Group Capital Management Columbus, Ohio	$8.76M	+$203K	5	1.84%	Increased
2024	MAC Mason & Associates (California) Los Angeles, California	$8.74M	+$75.4K	2	1.41%	Increased
2025	LS Leelyn Smith Geneva, Illinois	$8.71M	+$2.92M	3	1.06%	Increased