← 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
651	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$3.5M	+$2.89M	1	0.24%	New
652	RA Rational Advisors Huntington, New York	$3.49M	-$6.93K	2	0.85%	Reduced
653	LSC Lyon Street Capital Sausalito, California	$3.48M	+$1.31M	1	1.5%	Increased
654	PAM Paradigm Asset Management New York	$3.47M	-$711K	2	0.39%	Reduced
655	HL HeadInvest LLC Portland, Maine	$3.46M	-$25.9K	2	1.24%	Reduced
656	CWM Cabot Wealth Management Salem, Massachusetts	$3.46M	+$206K	1	0.84%	Increased
657	CCC Chelsea Counsel Company Los Angeles, California	$3.46M	-$257K	1	0.74%	Reduced
658	Raymond James Trust St. Petersburg, Florida	$3.46M	+$71K	2	0.37%	Increased
659	EI EAM Investors Solana Beach, California	$3.45M	-$733K	1	0.4%	Reduced
660	FC FCA Corp Houston, Texas	$3.44M	+$52.2K	2	1.86%	Increased
661	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.43M	-$7.95M	6	0.02%	Reduced
662	Norinchukin Bank Tokyo, Japan	$3.42M	+$3.66K	2	0.08%	Increased
663	Calamos Wealth Management Naperville, Illinois	$3.42M	-$1.52M	1	0.85%	Reduced
664	FTC Farmers Trust Company Youngstown, Ohio	$3.41M	+$2.75M	2	1.14%	Increased
665	FBP Flippin Bruce & Porter Lynchburg, Virginia	$3.38M	-$28.7K	1	1.17%	Reduced
666	OPCM Osborne Partners Capital Management San Francisco, California	$3.36M	+$678K	1	0.44%	Increased
667	GP GLG Partners London, United Kingdom	$3.36M	-$28M	1	0.11%	Reduced
668	AAM Augustine Asset Management Jacksonville, Florida	$3.34M	+$3.21M	1	2.35%	New
669	Alyeska Investment Group Chicago, Illinois	$3.32M	-$22.5M	2	0.05%	Reduced
670	OI Oakbrook Investments Lisle, Illinois	$3.31M	+$1.38M	2	0.18%	Increased
671	Nippon Life Insurance Tokyo, Japan	$3.28M	+$101K	2	0.08%	Increased
672	People's United Financial Bridgeport, Connecticut	$3.28M	-$324K	4	0.17%	Reduced
673	CAM Cubic Asset Management Boston, Massachusetts	$3.27M	+$85K	1	1.05%	Increased
674	Sumitomo Life Insurance Tokyo, Japan	$3.27M	-$358K	2	0.36%	Reduced
675	ECM EagleClaw Capital Management Boston, Massachusetts	$3.27M	-$98.6K	1	2.12%	Reduced