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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	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$10K	+$8.13K	1	0.01%	New
2027	CCM Cribstone Capital Management Augusta, Maine	$10K	-$39.3K	2	0.01%	Reduced
2028	CWA Capital Wealth Alliance Scottsdale, Arizona	$9K	+$5.71K	2	0.01%	New
2029	CA Centerpoint Advisors Needham, Massachusetts	$8K	-$1K	3	0.01%	Reduced
2030	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$8K	+$6.51K	1	0.01%	New
2031	FFW Fusion Family Wealth Woodbury, New York	$8K	-$3.25K	1	0%	Reduced
2032	SJIM St. Johns Investment Management Jacksonville, Florida	$8K	$0	1	0.01%	Maintained
2033	BWA Burt Wealth Advisors North Bethesda, Maryland	$7K	$0	1	0%	Maintained
2034	LFA Lighthouse Financial Advisors New Market, Maryland	$7K	+$6.57K	1	0%	New
2035	PP Pacifica Partners Surrey, Canada	$7K	+$5.72K	2	0.01%	New
2036	AP Arlington Partners Birmingham, Alabama	$6K	+$6.37K	1	0%	New
2037	TWP TFO Wealth Partners Maumee, Ohio	$6K	+$4.88K	1	0.01%	New
2038	SWM Selective Wealth Management Forest, Virginia	$5K	$0	1	0.01%	Maintained
2039	Tortoise Capital Advisors Overland Park, Kansas	$5K	$0	1	0%	Maintained
2040	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$4K	+$2.93K	1	0%	New
2041	FNBOSM First National Bank of South Miami South Miami, Florida	$4K	+$4K	1	0%	New
2042	GSC G&S Capital Denver, Colorado	$4K	+$23	1	0%	Increased
2043	MIM Macroview Investment Management Bethesda, Maryland	$4K	$0	2	0.01%	Maintained
2044	TFA Toth Financial Advisory Leesburg, Virginia	$4K	+$1.98K	1	0%	Increased
2045	CTC (Chicago Trading Company) Chicago, Illinois	$3.42K	+$2.6K	1	0%	New
2046	1NWS 1 North Wealth Services Annapolis, Maryland	$3K	$0	1	0%	Maintained
2047	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3K	+$395	2	0%	Increased
2048	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$3K	$0	1	0%	Maintained
2049	DI Disciplined Investments Tulsa, Oklahoma	$3K	+$1.95K	1	0%	New
2050	SLF Sun Life Financial Toronto, Ontario, Canada	$3K	-$559K	1	0%	Reduced