← 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
3801	FDDB Fidelity D&D Bancorp Dunmore, Pennsylvania	$208K	-$27.1K	1	0.16%	Reduced
3802	BCG BayBridge Capital Group Pleasanton, California	$208K	+$226K	1	0.19%	New
3803	WWM Waterway Wealth Management The Woodlands, Texas	$208K	+$199K	1	0.09%	New
3804	IRC Investors Research Corp Atlanta, Georgia	$207K	+$7.76K	2	0.05%	Increased
3805	PAM Peak Asset Management Louisville, Colorado	$207K	+$190K	1	0.05%	New
3806	BRA Biechele Royce Advisors Fishers, Indiana	$207K	+$198K	1	0.07%	New
3807	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$207K	+$475	1	0.16%	Increased
3808	PGF Plan Group Financial Oklahoma City, Oklahoma	$207K	-$15.9K	1	0.18%	Reduced
3809	HWM Heirloom Wealth Management Greenwood Village, Colorado	$206K	$0	1	0.08%	Maintained
3810	PGIM Pacific Global Investment Management Glendale, California	$206K	$0	1	0.04%	Maintained
3811	LJAC L.J. Altfest & Co New York	$206K	$0	1	0.03%	Maintained
3812	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$205K	-$114K	1	0.03%	Reduced
3813	CRIG Charter Research & Investment Group Southport, Connecticut	$205K	-$10.5K	1	0.17%	Reduced
3814	I InceptionR Lafayette, California	$205K	-$492K	1	0.15%	Reduced
3815	WAG Wallace Advisory Group Lafayette, California	$204K	+$205K	1	0.16%	New
3816	T TNF Billings, Montana	$204K	+$254K	1	0.08%	New
3817	WAM Weinberger Asset Management Los Angeles, California	$204K	+$195K	1	0.1%	New
3818	DG DMC Group Birmingham, Alabama	$204K	+$168K	1	0.19%	New
3819	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$203K	-$5.19K	2	1.14%	Reduced
3820	SHF Stage Harbor Financial Westwood, Massachusetts	$203K	+$194K	1	0.2%	New
3821	JGUA John G. Ullman & Associates Corning, New York	$202K	+$185K	1	0.03%	New
3822	MLA MB, Levis & Associates Center Valley, Pennsylvania	$202K	+$150	3	0.12%	Increased
3823	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$202K	+$189K	1	0.09%	New
3824	CAM Cubic Asset Management Boston, Massachusetts	$202K	+$190K	1	0.05%	New
3825	WMG WESCAP Management Group Glendale, California	$202K	-$21.8K	1	0.07%	Reduced