← 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
676	FC FCA Corp Houston, Texas	$3.39M	+$45.3K	2	1.87%	Increased
677	Brookstone Capital Management Wheaton, Illinois	$3.39M	+$825K	3	0.43%	Increased
678	Spot Trading Chicago, Illinois	$3.38M	-$4.52M	4	0.03%	Reduced
679	HL HeadInvest LLC Portland, Maine	$3.38M	-$39.5K	2	1.25%	Reduced
680	Allstate Corporation Northbrook, Illinois	$3.37M	+$3.78M	1	0.3%	New
681	FBP Flippin Bruce & Porter Lynchburg, Virginia	$3.37M	+$13.3K	1	1.14%	Increased
682	OCM Oakwood Capital Management Los Angeles, California	$3.37M	+$195K	1	0.88%	Increased
683	CCC Chelsea Counsel Company Los Angeles, California	$3.35M	-$60.4K	1	0.75%	Reduced
684	Jupiter Asset Management London, United Kingdom	$3.34M	$0	1	0.12%	Maintained
685	LTI Laffer Tengler Investments Nashville, Tennessee	$3.33M	+$3.44M	2	0.81%	New
686	CA Callahan Advisors Houston, Texas	$3.32M	+$379K	1	0.96%	Increased
687	AHC Anderson Hoagland & Co St Louis, Missouri	$3.32M	+$2.94M	2	1.93%	Increased
688	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.29M	+$440K	6	0.24%	Increased
689	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$3.28M	+$892K	2	1.04%	Increased
690	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$3.28M	+$3.09M	3	0.25%	New
691	ECM EagleClaw Capital Management Boston, Massachusetts	$3.26M	+$21.2K	1	2.09%	Increased
692	First Allied Advisory Services San Diego, California	$3.25M	+$1.07M	4	0.15%	Increased
693	GCA Gideon Capital Advisors New York	$3.25M	+$3.17M	2	1.34%	Increased
694	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.21M	+$2.18M	2	0.19%	Increased
695	CAM Cubic Asset Management Boston, Massachusetts	$3.21M	-$47.6K	1	1.02%	Reduced
696	EI EAM Investors Solana Beach, California	$3.16M	-$243K	1	0.37%	Reduced
697	EMG Ellington Management Group Old Greenwich, Connecticut	$3.16M	+$1.94M	4	0.77%	Increased
698	Trexquant Investment Stamford, Connecticut	$3.15M	-$3.93M	2	0.35%	Reduced
699	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.1M	+$40.3K	1	1.19%	Increased
700	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.09M	-$3.46M	6	0.08%	Reduced