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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	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$19K	$0	1	0.01%	Maintained
2002	DI Disciplined Investments Tulsa, Oklahoma	$19K	+$18.7K	1	0.02%	Increased
2003	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$19K	-$56.1K	8	0.02%	Reduced
2004	HFS HBC Financial Services Seattle, Washington	$19K	-$59.1K	1	0.02%	Reduced
2005	EWA Evolution Wealth Advisors Aventura, Florida	$18K	-$72.8M	3	0.01%	Reduced
2006	ME McIlrath & Eck Arlington, Washington	$18K	-$5.6K	2	0.01%	Reduced
2007	TCCM Timber Creek Capital Management Boston, Massachusetts	$17K	$0	1	0.01%	Maintained
2008	BCM Blume Capital Management Berkeley, California	$16K	$0	1	0.01%	Maintained
2009	CFG CKW Financial Group Honolulu, Hawaii	$16K	$0	1	0%	Maintained
2010	FFC First Financial Corp Terre Haute, Indiana	$16K	$0	1	0.01%	Maintained
2011	GSC G&S Capital Denver, Colorado	$16K	+$16.2K	2	0.03%	Increased
2012	LF Lee Financial Dallas, Texas	$16K	$0	2	0.01%	Maintained
2013	BWA Burt Wealth Advisors North Bethesda, Maryland	$15K	+$10.7K	1	0.01%	Increased
2014	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$15K	+$1.24K	2	0.01%	Increased
2015	APW Acima Private Wealth Richmond, Virginia	$14K	$0	1	0.01%	Maintained
2016	ETI Enterprise Trust & Investment Los Gatos, California	$14K	$0	1	0.01%	Maintained
2017	FEG Financial Enhancement Group Anderson, Indiana	$14K	-$367	2	0%	Reduced
2018	TWP TFO Wealth Partners Maumee, Ohio	$14K	+$8.08K	1	0.01%	Increased
2019	APWM Atlas Private Wealth Management Albany, New York	$13K	$0	1	0.01%	Maintained
2020	LWA Lowe Wealth Advisors Columbia, Maryland	$13K	+$12.4K	2	0.01%	Increased
2021	SFPG Stonebridge Financial Planning Group Orlando, Florida	$13K	$0	1	0.01%	Maintained
2022	HWA HHM Wealth Advisors Chattanooga, Tennessee	$11K	+$13.5K	2	0.01%	New
2023	BII Bainco International Investors Boston, Massachusetts	$10K	+$11.7K	1	0%	New
2024	CCM Cribstone Capital Management Augusta, Maine	$10K	+$2.49K	2	0.01%	Increased
2025	FCMT Founders Capital Management (Texas) Houston, Texas	$10K	$0	1	0.01%	Maintained