← 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
5601	SA Seneschal Advisors Tacoma, Washington	$136K	-$1.04K	7	0.09%	Reduced
5602	CG Curat Global Springfield, New Hampshire	$135K	$0	1	0.11%	Maintained
5603	NWS Nvest Wealth Strategies Powell, Ohio	$132K	-$57.7K	4	0.08%	Reduced
5604	FAM Forte Asset Management Bedford, New York	$132K	+$80.5K	1	0.05%	Increased
5605	BCM Berbice Capital Management Melville, New York	$130K	$0	2	0.07%	Maintained
5606	CB Centennial Bank Conway, Arkansas	$130K	$0	2	0.04%	Maintained
5607	RPA Redwood Park Advisors Redwood City, California	$129K	+$2.57K	4	0.08%	Increased
5608	DMKJ David M. Knott Jr	$127K	$0	1	0.07%	Maintained
5609	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$124K	+$16K	5	0.03%	Increased
5610	CCA Cygnus Capital Advisors Atlanta, Georgia	$123K	+$70K	1	0.08%	Increased
5611	LG LAM Group Lake Oswego, Oregon	$122K	+$75.6K	1	0.06%	Increased
5612	DAM Davis Asset Management Sausalito, California	$121K	-$1.11K	1	0%	Reduced
5613	CIAS CBIZ Investment Advisory Services Independence, Ohio	$120K	$0	6	0%	Maintained
5614	WA Whipplewood Advisors Littleton, Colorado	$119K	-$4.27M	7	0.08%	Reduced
5615	NOI Newton One Investments Newark, Delaware	$117K	+$80.6K	4	0.03%	Increased
5616	BC Broadwater Capital Boston, Massachusetts	$116K	-$6.12K	2	0.08%	Reduced
5617	BDL Banque de Luxembourg Luxembourg	$114K	+$52.9K	1	0.05%	Increased
5618	CFO Capitol Family Office Beaverton, Oregon	$111K	$0	1	0.12%	Maintained
5619	GSEP Golden State Equity Partners South Coast Metro, California	$111K	-$16M	4	0.3%	Reduced
5620	WCM Winthrop Capital Management Carmel, Indiana	$110K	$0	2	0.03%	Maintained
5621	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$110K	$0	3	0.09%	Maintained
5622	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$106K	-$5.72K	3	0.05%	Reduced
5623	MLA MB, Levis & Associates Center Valley, Pennsylvania	$105K	+$2.5K	5	0.04%	Increased
5624	RC Rexford Capital Bellaire, Texas	$103K	+$4.08K	3	0.06%	Increased
5625	ORAM One River Asset Management Stamford, Connecticut	$102K	-$991K	1	0.03%	Reduced