← 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
2001
SIC
Shoker Investment Counsel
Ohio
$0 -$273K 0 – Closed
2002
SFM
Signature Financial Management
Virginia
$0 -$568K 0 – Closed
2003
SWMG
Signature Wealth Management Group
Georgia
$0 -$17K 0 – Closed
2004
SFM
Signet Financial Management
New Jersey
$0 -$178K 0 – Closed
2005
SAM
Smithbridge Asset Management
Pennsylvania
$0 -$250K 0 – Closed
2006
SCM
Southport Capital Management
Tennessee
$0 -$86K 0 – Closed
2007
SouthState Corp
SouthState Corp
Florida
$0 -$246K 0 – Closed
2008
SIM
SSI Investment Management
California
$0 -$217K 0 – Closed
2009
SFM
Stack Financial Management
Montana
$0 -$10.4M 0 – Closed
2010
SLG
Stanley-Laman Group
Pennsylvania
$0 -$5.63M 0 – Closed
2011
SG
StoneX Group
New York
$0 -$207K 0 – Closed
2012
SGA
Strategic Global Advisors
California
$0 -$240K 0 – Closed
2013
SVI
Strategic Vision Investment
Hong Kong
$0 -$5.68M 0 – Closed
2014
TG
TLP Group
Illinois
$0 -$25K 0 – Closed
2015
TWM
Torch Wealth Management
Ohio
$0 -$209K 0 – Closed
2016
TFA
Toth Financial Advisory
Virginia
$0 -$835K 0 – Closed
2017
TA
Townsend & Associates
Colorado
$0 -$235K 0 – Closed
2018
TCM
Traynor Capital Management
Pennsylvania
$0 -$202K 0 – Closed
2019
TC
Trilogy Capital
California
$0 -$147K 0 – Closed
2020
UONDDL
University of Notre Dame du Lac
Indiana
$0 -$8.94M 0 – Closed
2021
VCM
Virtue Capital Management
Tennessee
$0 -$874K 0 – Closed
2022
VAIA
Virtus Alternative Investment Advisers
Connecticut
$0 -$65K 0 – Closed
2023
VAM
Visionary Asset Management
Texas
$0 -$3.25M 0 – Closed
2024
WI
WBI Investments
New Jersey
$0 -$2.45M 0 – Closed
2025
WP
WealthSource Partners
California
$0 -$200K 0 – Closed