← 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
701	FPFS First Personal Financial Services Charlotte, North Carolina	$3.62M	+$125K	5	0.76%	Increased
702	ECM EagleClaw Capital Management Boston, Massachusetts	$3.62M	-$20.8K	1	2.05%	Reduced
703	FCM Firsthand Capital Management San Jose, California	$3.62M	$0	1	3.21%	Maintained
704	People's United Financial Bridgeport, Connecticut	$3.6M	-$1.43M	2	0.12%	Reduced
705	ECM Estabrook Capital Management New York	$3.6M	-$71.7K	1	0.56%	Reduced
706	Boston Financial Management Boston, Massachusetts	$3.57M	+$187K	1	0.25%	Increased
707	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$3.55M	-$856K	3	0.02%	Reduced
708	SLG Stanley-Laman Group Berwyn, Pennsylvania	$3.55M	+$501K	1	0.95%	Increased
709	Barings Charlotte, North Carolina	$3.54M	-$1.71M	4	0.06%	Reduced
710	Atria Investments Charlotte, North Carolina	$3.51M	+$226K	3	0.19%	Increased
711	GIP Granite Investment Partners El Segundo, California	$3.5M	+$180K	1	0.22%	Increased
712	CIM CenturyLink Investment Management Denver, Colorado	$3.5M	+$1.48M	2	1.14%	Increased
713	Parallax Volatility Advisers San Francisco, California	$3.5M	-$13.7M	5	0.01%	Reduced
714	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.49M	-$273K	1	0.17%	Reduced
715	DTL Dynamic Technology Lab Singapore	$3.47M	-$2.74M	5	0.56%	Reduced
716	FMT First Mercantile Trust Cordova, Tennessee	$3.46M	-$382K	7	0.63%	Reduced
717	BA BKS Advisors Southfield, Michigan	$3.45M	+$165K	2	1.34%	Increased
718	AHC Anderson Hoagland & Co St Louis, Missouri	$3.44M	+$179K	3	2.11%	Increased
719	SAM Selway Asset Management	$3.42M	-$17.2K	2	1.98%	Reduced
720	FCI Financial Counselors Inc Overland Park, Kansas	$3.41M	+$669K	2	0.17%	Increased
721	PCM Piermont Capital Management St. Louis, Missouri	$3.39M	-$128K	1	1.12%	Reduced
722	NSIM North Star Investment Management Chicago, Illinois	$3.39M	+$40.8K	5	0.43%	Increased
723	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.38M	+$50K	3	1.69%	Increased
724	QOP Quinn Opportunity Partners Charlottesville, Virginia	$3.38M	-$277K	1	0.53%	Reduced
725	NA Neuburgh Advisers Los Angeles, California	$3.37M	+$679K	3	0.13%	Increased