← 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
4626	SCG Sonata Capital Group Seattle, Washington	$782K	$0	1	0.25%	Maintained
4627	MCM Morton Capital Management Calabasas, California	$781K	+$256K	2	0.11%	Increased
4628	TB Terril Brothers St. Louis, Missouri	$780K	-$236K	2	0.2%	Reduced
4629	CIM Capital Investment Management Lees Summit, Missouri	$780K	-$118K	2	0.24%	Reduced
4630	Axa Paris, France	$778K	-$1.69M	2	0.85%	Reduced
4631	SCM Sitrin Capital Management Century City, California	$778K	$0	1	0.34%	Maintained
4632	GPW Genesis Private Wealth Ashburn, Virginia	$777K	-$8.09K	2	0.22%	Reduced
4633	DWM Daner Wealth Management Alpharetta, Georgia	$777K	+$7.21K	2	0.42%	Increased
4634	OFG Omega Financial Group Santa Barbara, California	$776K	-$70K	1	0.24%	Reduced
4635	ODA One Degree Advisors San Diego, California	$776K	+$214K	1	0.17%	Increased
4636	AF ASL Financial Los Gatos, California	$775K	+$222K	2	0.55%	Increased
4637	RC Resolute Capital Greenville, South Carolina	$774K	+$27K	1	0.27%	Increased
4638	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$773K	+$228K	1	0.44%	Increased
4639	OFS Opus Financial Solutions Downers Grove, Illinois	$769K	-$74.8K	1	0.62%	Reduced
4640	SFG Snider Financial Group Bellevue, Washington	$768K	$0	1	0.2%	Maintained
4641	FFP Freedom Financial Partners Oakdale, Minnesota	$768K	-$19.5K	1	0.25%	Reduced
4642	WCL Wealth Care LLC Merritt Island, Florida	$766K	-$9.94K	1	0.62%	Reduced
4643	AA Advisory Advocates Grand Rapids, Michigan	$766K	+$440K	3	0.66%	Increased
4644	FCU Financial Concepts Unlimited Centreville, Maine	$765K	-$477K	1	0.6%	Reduced
4645	CA Cannon Advisors Charlotte, North Carolina	$765K	-$28.6K	1	0.47%	Reduced
4646	EC Enhancing Capital Harrisburg, Pennsylvania	$764K	$0	1	0.53%	Maintained
4647	WH Willner & Heller Encino, California	$761K	+$395K	2	0.48%	Increased
4648	AFM Aspetuck Financial Management Westport, Connecticut	$761K	$0	1	0.45%	Maintained
4649	WMN Wealth Management Nebraska Norfolk, Nebraska	$760K	+$22.7K	2	0.07%	Increased
4650	FCFC First Citizens Financial Corp Mason City, Iowa	$760K	+$201K	3	0.32%	Increased