← All themes

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
3051	CCG Coastwise Capital Group La Jolla, California	$3.35M	+$106K	2	1.95%	Increased
3052	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$3.35M	+$580K	7	1.69%	Increased
3053	RH RFG Holdings Argyle, Texas	$3.35M	+$733K	2	0.7%	Increased
3054	ACM Argyle Capital Management Center Valley, Pennsylvania	$3.35M	$0	2	0.96%	Maintained
3055	AW Avion Wealth The Woodlands, Texas	$3.34M	+$230K	14	0.62%	Increased
3056	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$3.34M	+$19.3K	2	0.25%	Increased
3057	SA SJBenen ADVISORY Chapel Hill, North Carolina	$3.34M	-$39.8K	1	1.89%	Reduced
3058	NJIM Nabity-Jensen Investment Management Omaha, Nebraska	$3.33M	$0	2	2.04%	Maintained
3059	BB Berkshire Bank Pittsfield, Massachusetts	$3.33M	+$1.02K	3	0.63%	Increased
3060	VPW Variant Private Wealth Tysons, Virginia	$3.33M	-$2.39K	1	3.74%	Reduced
3061	NCM Narwhal Capital Management Marietta, Georgia	$3.33M	+$554K	1	0.23%	Increased
3062	WMA Wealth Management Associates Cherry Hill, New Jersey	$3.32M	+$111K	4	0.92%	Increased
3063	TMC Themes Management Co Greenwich, Connecticut	$3.32M	+$1.57M	2	2.2%	Increased
3064	PBF Petix & Botte Financial La Mesa, California	$3.32M	+$1.58M	2	0.67%	Increased
3065	CFS Commonwealth Financial Services Vienna, West Virginia	$3.32M	+$507K	5	0.45%	Increased
3066	SC Schubert & Co Mckinney, Texas	$3.32M	+$65.5K	5	2.29%	Increased
3067	APIM Agate Pass Investment Management Bainbridge Island, Washington	$3.32M	-$99K	1	1.22%	Reduced
3068	GCM Goldstream Capital Management Central, Hong Kong	$3.32M	-$3.83M	2	2.51%	Reduced
3069	PEWA Pacific Excel Wealth Advisors Walnut Creek, California	$3.31M	+$1.81M	3	1.28%	Increased
3070	HFO Heritage Family Offices Scottsdale, Arizona	$3.31M	-$140K	3	1.28%	Reduced
3071	MIM Montgomery Investment Management Rockville, Maryland	$3.31M	-$29.3K	4	1%	Reduced
3072	PAM Palisade Asset Management Minneapolis, Minnesota	$3.3M	+$199K	6	0.3%	Increased
3073	RI Ruggiero Investments West Palm Beach, Florida	$3.3M	+$10.4K	2	2.78%	Increased
3074	II Impact Investors San Francisco, California	$3.3M	-$287K	2	2.41%	Reduced
3075	CFG Carr Financial Group Worcester, Massachusetts	$3.3M	-$68.8K	5	0.76%	Reduced