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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
2026	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$8.71M	+$346K	4	1.45%	Increased
2027	TNAM Terra Nova Asset Management New York	$8.7M	+$318K	3	5.33%	Increased
2028	LNB Ledyard National Bank	$8.69M	-$198K	3	0.7%	Reduced
2029	PPWM Paragon Private Wealth Management Lexington, Kentucky	$8.69M	+$147K	4	2.27%	Increased
2030	Saturna Capital Bellingham, Washington	$8.69M	-$77.7M	4	0.11%	Reduced
2031	SP SmartHarvest Portfolios Poulsbo, Washington	$8.66M	+$133K	5	2.8%	Increased
2032	Quilter Plc London, United Kingdom	$8.65M	+$222K	2	0.13%	Increased
2033	FRM Fox Run Management Greenwich, Connecticut	$8.64M	-$303K	10	1.43%	Reduced
2034	WA Waddell & Associates Memphis, Tennessee	$8.64M	+$1.07M	6	0.43%	Increased
2035	RBC Romano Brothers & Co Evanston, Illinois	$8.62M	+$40.5K	3	0.87%	Increased
2036	ZF Zhang Financial Portage, Michigan	$8.62M	+$282K	3	0.25%	Increased
2037	CE Cornerstone Enterprises Appleton, Wisconsin	$8.61M	+$2.21M	2	3.93%	Increased
2038	AAS AdviceOne Advisory Services Glastonbury, Connecticut	$8.61M	+$5.5K	2	4.86%	Increased
2039	SM Sciencast Management Princeton, New Jersey	$8.61M	-$1.83M	2	1.78%	Reduced
2040	Dynasty Wealth Management St. Petersburg, Florida	$8.6M	-$1.43M	4	0.06%	Reduced
2041	VAG VisionPoint Advisory Group Dallas, Texas	$8.59M	-$129K	7	1.4%	Reduced
2042	KWMG King Wealth Management Group Naples, Florida	$8.57M	+$1.12M	5	0.94%	Increased
2043	KWM Kingsman Wealth Management Pensacola, Florida	$8.57M	+$4.29M	3	4.01%	Increased
2044	KA KLCM Advisors Milwaukee, Wisconsin	$8.53M	+$175K	5	0.67%	Increased
2045	VCM Virtue Capital Management Brentwood, Tennessee	$8.51M	+$1.77M	4	1.14%	Increased
2046	NCM Novare Capital Management Charlotte, North Carolina	$8.48M	+$186K	3	0.6%	Increased
2047	AIM Advyzon Investment Management Lisle, Illinois	$8.48M	+$1.02M	7	0.62%	Increased
2048	BIG Brookwood Investment Group Phoenix, Arizona	$8.45M	-$682K	6	0.95%	Reduced
2049	AWM Abound Wealth Management Franklin, Tennessee	$8.43M	-$335K	13	1.67%	Reduced
2050	WIS Wright Investors Service Shelton, Connecticut	$8.42M	-$265K	4	2.3%	Reduced