← 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
826	HPA Hilltop Park Associates New York	$1.54M	+$1.14M	1	1.22%	New
827	NSIM North Star Investment Management Chicago, Illinois	$1.54M	+$1.48M	1	0.41%	New
828	OIA Optimum Investment Advisors Chicago, Illinois	$1.54M	+$1.5M	3	0.63%	New
829	TH Timber Hill Greenwich, Connecticut	$1.54M	-$2.27M	4	0.01%	Reduced
830	RAM Redmond Asset Management Henrico, Virginia	$1.54M	+$310K	2	0.89%	Increased
831	Bailard Foster City, California	$1.53M	+$862K	3	0.29%	Increased
832	WIS Wright Investors Service Shelton, Connecticut	$1.53M	-$27K	1	0.69%	Reduced
833	DCM Decatur Capital Management Decatur, Georgia	$1.52M	+$1.57M	1	0.32%	New
834	UR USCA RIA Houston, Texas	$1.52M	+$511K	1	0.69%	Increased
835	Shelton Capital Management Denver, Colorado	$1.52M	+$744K	5	0.25%	Increased
836	BIA Biondo Investment Advisors Milford, Pennsylvania	$1.51M	+$34.1K	1	0.57%	Increased
837	TMC Trellus Management Company Delray Beach, Florida	$1.51M	-$109K	1	1.92%	Reduced
838	Whitebox Advisors Minneapolis, Minnesota	$1.48M	-$1.41M	1	0.08%	Reduced
839	FVCM F&V Capital Management Boca Raton, Florida	$1.48M	-$804K	1	1.26%	Reduced
840	EWM Endurance Wealth Management Providence, Rhode Island	$1.48M	+$50.4K	1	0.31%	Increased
841	KFS KMS Financial Services Seattle, Washington	$1.48M	+$235K	2	0.36%	Increased
842	GWM Greenwich Wealth Management Greenwich, Connecticut	$1.47M	$0	1	0.11%	Maintained
843	First Allied Advisory Services San Diego, California	$1.47M	+$353K	3	0.09%	Increased
844	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.46M	-$154K	1	0.37%	Reduced
845	AT Arden Trust Wilmington, Delaware	$1.46M	-$364K	1	0.19%	Reduced
846	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1.44M	-$383K	1	0.72%	Reduced
847	SA Strategic Advisors New York	$1.44M	+$1.08M	1	1.18%	Increased
848	MCM McKinley Capital Management Anchorage, Alaska	$1.43M	-$241K	2	0.06%	Reduced
849	GACM Green Arrow Capital Management New York	$1.42M	-$623K	2	0.11%	Reduced
850	GMIM General Motors Investment Management New York	$1.41M	-$500K	3	0.12%	Reduced