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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	AIM Acropolis Investment Management St. Louis, Missouri	$208K	$0	1	0.03%	Maintained
2027	NCM Northside Capital Management Hood River, Oregon	$208K	+$151K	1	0.07%	New
2028	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$207K	-$21.2K	4	0.08%	Reduced
2029	AP Atwood & Palmer Kansas City, Missouri	$206K	+$85.2K	2	0.03%	Increased
2030	SHGA Sand Hill Global Advisors Palo Alto, California	$206K	+$155K	1	0.02%	New
2031	EWM Elite Wealth Management Kirkland, Washington	$205K	+$154K	1	0.06%	New
2032	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$204K	+$153K	1	0.09%	New
2033	Homrich & Berg Atlanta, Georgia	$204K	+$192K	1	0.01%	New
2034	FA FMA Advisory Harrisburg, Pennsylvania	$203K	+$172K	1	0.09%	New
2035	NL NVWM LLC Yardley, Pennsylvania	$203K	$0	1	0.11%	Maintained
2036	SA SRH Advisors Salina, Kansas	$203K	$0	2	0.5%	Maintained
2037	VR Viridian RIA Bothell, Washington	$203K	+$153K	1	0.07%	New
2038	Charles Schwab Investment Advisory San Francisco, California	$202K	+$152K	1	0%	New
2039	MFS Madrona Financial Services Everett, Washington	$202K	+$152K	1	0.14%	New
2040	VCP Vista Capital Partners Portland, Oregon	$202K	+$152K	1	0.04%	New
2041	CAG Curtis Advisory Group Santa Barbara, California	$201K	+$151K	1	0.14%	New
2042	VCM Virtue Capital Management Brentwood, Tennessee	$201K	+$151K	1	0.05%	New
2043	WWM Windsor Wealth Management Indianapolis, Indiana	$201K	+$151K	1	0.06%	New
2044	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$200K	+$188K	1	0.01%	New
2045	KWMG King Wealth Management Group Naples, Florida	$200K	+$188K	1	0.06%	New
2046	SIM SSI Investment Management Los Angeles, California	$200K	+$186K	1	0.02%	New
2047	ACM AUA Capital Management Camp Hill, Pennsylvania	$197K	-$76.5K	1	0.2%	Reduced
2048	PA Perennial Advisors New York	$192K	-$214K	2	0.08%	Reduced
2049	HFA Hoover Financial Advisors Malvern, Pennsylvania	$191K	+$150K	3	0.07%	New
2050	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$188K	$0	1	0.03%	Maintained