← 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
776	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.31M	-$7.06K	1	2.4%	Reduced
777	PBT Pictet Bank & Trust Nassau, Bahamas	$2.3M	+$23.7K	1	0.77%	Increased
778	O'Shaughnessy Asset Management Stamford, Connecticut	$2.3M	-$134K	3	0.05%	Reduced
779	VHAM Van Hulzen Asset Management El Dorado Hills, California	$2.29M	-$35.6K	1	1.24%	Reduced
780	KCM Keane Capital Management Charlotte, North Carolina	$2.29M	+$686K	1	2.35%	Increased
781	CM Capital Management Glen Allen, Virginia	$2.27M	+$2.18M	2	0.79%	Increased
782	DG Davidson & Garrard Lynchburg, Virginia	$2.27M	-$234K	1	0.53%	Reduced
783	LG Laidlaw Group Bedford Hills, New York	$2.26M	-$41.8K	1	1.08%	Reduced
784	SCA Sippican Capital Advisors Boston, Massachusetts	$2.26M	-$565	1	2.28%	Reduced
785	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$2.25M	+$61.3K	6	0.08%	Increased
786	CC ClearArc Capital Cincinnati, Ohio	$2.23M	+$1.31M	1	0.41%	Increased
787	CAM Carret Asset Management New York	$2.22M	-$57.2K	1	0.44%	Reduced
788	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.21M	+$549K	3	0.52%	Increased
789	SCM Stellar Capital Management Phoenix, Arizona	$2.21M	-$169K	1	2.42%	Reduced
790	SFU Stonehage Fleming (UK) London, United Kingdom	$2.2M	$0	2	0.99%	Maintained
791	DIA Dean Investment Associates Beavercreek, Ohio	$2.2M	+$920K	1	0.5%	Increased
792	PRC Platte River Capital Denver, Colorado	$2.19M	-$228K	1	1.1%	Reduced
793	Balentine LLC Atlanta, Georgia	$2.19M	+$33.6K	4	0.36%	Increased
794	Horizon Kinetics New York	$2.18M	-$202K	3	0.03%	Reduced
795	Eastern Bank Boston, Massachusetts	$2.17M	+$2.27M	1	0.18%	New
796	MWVC Morgens Waterfall Vintiadis & Co New York	$2.15M	$0	1	1.35%	Maintained
797	RHBC R.H. Bluestein & Co Birmingham, Michigan	$2.12M	+$252K	4	0.13%	Increased
798	MSI Financial Services Springfield, Massachusetts	$2.11M	-$125K	10	0.15%	Reduced
799	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$2.11M	-$305K	5	0.05%	Reduced
800	LM Lincluden Management Mississauga, Ontario, Canada	$2.1M	-$656K	1	0.26%	Reduced