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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	VC Vicus Capital State College, Pennsylvania	$373K	+$308K	1	0.05%	New
2027	DA Dillon & Associates Jackson, Michigan	$372K	+$782	1	0.09%	Increased
2028	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$371K	+$306K	1	0.04%	New
2029	SWM Sugarloaf Wealth Management Duluth, Georgia	$371K	+$74.4K	2	0.14%	Increased
2030	CWA Asset Management Group Naples, Florida	$367K	$0	1	0.05%	Maintained
2031	AG AlphaSimPlex Group Boston, Massachusetts	$365K	+$301K	1	0.17%	New
2032	TWP Total Wealth Planning Cincinnati, Ohio	$365K	+$301K	1	0.19%	New
2033	S Seeyond Paris, France	$363K	-$396K	1	0.04%	Reduced
2034	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$362K	+$22.3K	1	0.15%	Increased
2035	Waverly Advisors Birmingham, Alabama	$362K	+$330K	1	0.05%	New
2036	BFPW BOK Financial Private Wealth Denver, Colorado	$360K	+$297K	1	0.04%	New
2037	FWP FAS Wealth Partners Leawood, Kansas	$359K	+$296K	1	0.05%	New
2038	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$357K	+$295K	1	0.11%	New
2039	PCA Private Capital Advisors Darien, Connecticut	$357K	+$295K	1	0.08%	New
2040	SAM Summit Asset Management Memphis, Tennessee	$357K	-$81.1K	1	0.15%	Reduced
2041	TF TimeScale Financial Danvers, Massachusetts	$357K	-$7.57K	4	0.1%	Reduced
2042	DWA Divergent Wealth Advisors South Jordan, Utah	$356K	+$294K	1	0.1%	New
2043	BW Bison Wealth Atlanta, Georgia	$355K	-$96.7K	1	0.21%	Reduced
2044	AIM Anchor Investment Management Columbia, South Carolina	$354K	+$20.9K	3	0.07%	Increased
2045	FSA Fort Sheridan Advisors Highland Park, Illinois	$354K	+$292K	1	0.21%	New
2046	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$352K	+$290K	1	0.08%	New
2047	Signature Estate & Investment Advisors Los Angeles, California	$352K	+$290K	1	0.02%	New
2048	WIC Water Island Capital New York	$352K	-$384K	1	0.03%	Reduced
2049	SM SG3 Management Dorado, Puerto Rico	$351K	+$157K	1	0.01%	Increased
2050	WI Wedgewood Investors Erie, Pennsylvania	$349K	-$19.6K	1	0.52%	Reduced