← 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
1026	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$415K	+$397K	1	0.2%	New
1027	RT Rockland Trust Hanover, Massachusetts	$413K	+$396K	1	0.11%	New
1028	AR Advisory Research Chicago, Illinois	$412K	+$395K	1	0%	New
1029	CM Capital Management Glen Allen, Virginia	$411K	+$394K	1	0.17%	New
1030	FC Fayerweather Charles	$411K	+$420K	1	1.84%	New
1031	TAM Taurus Asset Management New York	$408K	+$417K	1	0.1%	New
1032	BIM BRC Investment Management Greenwood Village, Colorado	$407K	+$417K	1	0.07%	New
1033	CMANY Capital Management Associates (New York) New York	$397K	+$416K	1	0.65%	New
1034	Salem Investment Counselors Winston Salem, North Carolina	$395K	+$378K	1	0.06%	New
1035	CS Comerica Securities Detroit, Michigan	$394K	+$377K	1	0.54%	New
1036	Rockefeller Financial Services New York	$393K	+$378K	2	0.01%	New
1037	PAA Peregrine Asset Advisers Portland, Oregon	$392K	+$678K	1	0.4%	New
1038	Fayez Sarofim & Co Houston, Texas	$387K	+$371K	1	0%	New
1039	JIP Jaffetilchin Investment Partners Tampa, Florida	$383K	+$339K	1	0.27%	New
1040	PCM Portolan Capital Management Boston, Massachusetts	$382K	+$417K	1	0.11%	New
1041	DAM Delta Asset Management Memphis, Tennessee	$373K	+$370K	4	0.09%	New
1042	FIM Frontier Investment Management Dallas, Texas	$369K	+$353K	1	0.07%	New
1043	CCM Carlson Capital Management Northfield, Minnesota	$367K	+$385K	1	0.17%	New
1044	HT HighTower Trust Houston, Texas	$366K	+$374K	1	0.06%	New
1045	CA Callahan Advisors Houston, Texas	$365K	+$349K	1	0.15%	New
1046	TIM Telemus Investment Management Southfield, Michigan	$362K	+$347K	1	0.17%	New
1047	FIM Friedberg Investment Management Houston, Texas	$360K	+$395K	1	0.16%	New
1048	1GA 1st Global Advisors Dallas, Texas	$358K	+$343K	1	0.08%	New
1049	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$357K	+$342K	1	0.14%	New
1050	CWA Constellation Wealth Advisors New York	$356K	+$341K	1	0.04%	New