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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	IWP IAG Wealth Partners Waukesha, Wisconsin	$10K	-$31K	2	0.01%	Reduced
2027	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$10K	+$12.4K	1	0%	New
2028	SFA Semmax Financial Advisors Winston Salem, North Carolina	$10K	-$4.97K	1	0.01%	Reduced
2029	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$9K	-$1.86K	1	0.02%	Reduced
2030	NMC Nine Masts Capital Central, Hong Kong	$9K	-$18K	1	0.01%	Reduced
2031	MIM Macroview Investment Management Bethesda, Maryland	$8K	+$6.22K	3	0.02%	Increased
2032	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$7K	+$2.49K	1	0%	Increased
2033	CA Centerpoint Advisors Needham, Massachusetts	$7K	$0	2	0.01%	Maintained
2034	Close Asset Management London, United Kingdom	$7K	$0	1	0%	Maintained
2035	HFA HC Financial Advisors Lafayette, California	$7K	+$7.13K	3	0.01%	New
2036	VIM Veritas Investment Management London, United Kingdom	$7K	+$8.71K	1	0%	New
2037	JSC Jackson Square Capital San Francisco, California	$6K	-$5.13K	1	0%	Reduced
2038	MCM McMillion Capital Management Greensboro, North Carolina	$6K	+$10.1K	1	0%	New
2039	AP Arlington Partners Birmingham, Alabama	$5K	$0	1	0%	Maintained
2040	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$5K	-$31.1K	2	0%	Reduced
2041	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$4K	+$2.7K	3	0%	Increased
2042	SWM Selective Wealth Management Forest, Virginia	$4K	$0	1	0.01%	Maintained
2043	WWM Willingdon Wealth Management Huntersville, North Carolina	$4K	+$1.86K	1	0%	Increased
2044	FNBOSM First National Bank of South Miami South Miami, Florida	$3K	$0	1	0%	Maintained
2045	SLF Sun Life Financial Toronto, Ontario, Canada	$3K	+$37	1	0%	Increased
2046	MWM MBE Wealth Management Tomah, Wisconsin	$2K	+$2.49K	1	0%	New
2047	BAMG Brand Asset Management Group Chesterfield, Missouri	$1K	$0	1	0%	Maintained
2048	NR Newfound Research Wellesley Hills, Massachusetts	$1K	$0	2	0%	Maintained
2049	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
2050	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$1K	+$1.24K	1	0%	New