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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	Perpetual Ltd Sydney, New South Wales, Australia	$393K	+$373K	2	0.03%	New
2002	CT Caldwell Trust Venice, Florida	$392K	-$8.1K	4	0.06%	Reduced
2003	CC Cedar Capital Barrington, Illinois	$391K	+$323K	1	0.13%	New
2004	AC Arjuna Capital Durham, North Carolina	$390K	+$296K	1	0.24%	New
2005	EPA Element Pointe Advisors Miami, Florida	$390K	-$69.1K	1	0.17%	Reduced
2006	EWM Elite Wealth Management Kirkland, Washington	$390K	-$14.2K	1	0.05%	Reduced
2007	SHGA Sand Hill Global Advisors Palo Alto, California	$390K	-$16.6K	1	0.03%	Reduced
2008	WCG Weaver Consulting Group Huntington Beach, California	$390K	-$2.71K	5	0.22%	Reduced
2009	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$387K	$0	1	0.09%	Maintained
2010	SCM Schnieders Capital Management Pasadena, California	$387K	+$319K	1	0.15%	New
2011	BC BIT Capital Berlin, Germany	$386K	+$319K	1	0.11%	New
2012	NIM NXG Investment Management Dallas, Texas	$386K	-$567K	1	0.06%	Reduced
2013	SA SRH Advisors Salina, Kansas	$384K	-$5.88K	2	0.74%	Reduced
2014	LTI Laffer Tengler Investments Nashville, Tennessee	$382K	-$243K	1	0.19%	Reduced
2015	SM Southport Management Wilson, Wyoming	$382K	+$383K	1	2.75%	New
2016	AT Arden Trust Wilmington, Delaware	$380K	+$81.5K	1	0.07%	Increased
2017	BFC Bedel Financial Consulting Indianapolis, Indiana	$379K	-$437	2	0.19%	Reduced
2018	CFS CRA Financial Services Northfield, New Jersey	$379K	+$313K	1	0.18%	New
2019	ACM Arlington Capital Management Arlington Heights, Illinois	$378K	+$312K	1	0.77%	New
2020	FC Financial Consulate Hunt Valley, Maryland	$378K	+$312K	1	0.18%	New
2021	DI DFPG Investments Sandy, Utah	$377K	+$34K	1	0.2%	Increased
2022	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$376K	+$365K	1	0.28%	New
2023	Boston Financial Management Boston, Massachusetts	$375K	-$142K	1	0.02%	Reduced
2024	HCM Hall Capital Management Barrington, Rhode Island	$373K	+$308K	1	0.3%	New
2025	IA IFG Advisors St. Louis, Missouri	$373K	+$309K	1	0.26%	New