← 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
976	BCM Bourgeon Capital Management Darien, Connecticut	$553K	+$530K	1	0.39%	New
977	COPM Charter Oak Partners Management Westport, Connecticut	$550K	+$600K	1	0.44%	New
978	HL Financial Services Louisville, Kentucky	$549K	+$533K	2	0.02%	New
979	RCM Reynolds Capital Management Las Vegas, Nevada	$549K	+$436K	2	0.4%	New
980	SIC Schwartz Investment Counsel Plymouth, Michigan	$542K	+$554K	1	0.05%	New
981	NAM North American Management Boston, Massachusetts	$541K	+$519K	1	0.11%	New
982	LWI Long Wharf Investors Boston, Massachusetts	$539K	+$551K	1	0.53%	New
983	MCM Montibus Capital Management Portland, Oregon	$539K	+$558K	2	0.07%	New
984	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$538K	+$493K	1	0.01%	New
985	IIC Ironwood Investment Counsel Scottsdale, Arizona	$538K	+$516K	1	0.35%	New
986	Heritage Investors Management Corp Bethesda, Maryland	$535K	+$512K	1	0.05%	New
987	LIA LS Investment Advisors Bloomfield Hills, Michigan	$533K	+$514K	3	0.07%	New
988	DAM Deltec Asset Management New York	$531K	+$543K	1	0.16%	New
989	FBC Fairfield, Bush & Co Darien, Connecticut	$517K	+$495K	1	0.26%	New
990	MC Menta Capital San Francisco, California	$516K	+$546K	2	0.33%	New
991	CT Cambridge Trust Cambridge, Massachusetts	$512K	+$491K	1	0.05%	New
992	CC Courier Capital Buffalo, New York	$504K	+$500K	2	0.13%	New
993	South Texas Money Management San Antonio, Texas	$504K	+$483K	1	0.04%	New
994	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$501K	+$477K	1	0.14%	New
995	CI Constellation Investments Montgomery, Ohio	$496K	+$475K	1	0.17%	New
996	Horizon Kinetics New York	$490K	+$502K	1	0.01%	New
997	Stock Yards Bank & Trust Louisville, Kentucky	$478K	+$458K	1	0.05%	New
998	FIM Fruth Investment Management Houston, Texas	$477K	+$458K	1	0.27%	New
999	HIC Harvey Investment Company Louisville, Kentucky	$477K	+$457K	1	0.14%	New
1000	EFS Essex Financial Services Essex, Connecticut	$473K	+$453K	1	0.17%	New