← 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
1076	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$770K	$0	1	0.46%	Maintained
1077	NME Notis-McConarty Edward	$766K	$0	2	0.53%	Maintained
1078	Park National Corp Newark, Ohio	$764K	+$32.3K	1	0.05%	Increased
1079	SEC Seven Eight Capital New York	$763K	+$540K	2	0.66%	Increased
1080	RCM Reynolds Capital Management Las Vegas, Nevada	$761K	-$415K	1	0.49%	Reduced
1081	RAM Redmond Asset Management Henrico, Virginia	$759K	-$264K	1	0.4%	Reduced
1082	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$755K	-$916K	1	0.82%	Reduced
1083	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$750K	$0	1	0.07%	Maintained
1084	Fulton Bank Lancaster, Pennsylvania	$748K	-$210K	1	0.09%	Reduced
1085	Dodge & Cox San Francisco, California	$744K	-$276K	1	0%	Reduced
1086	BAM Brave Asset Management Summit, New Jersey	$743K	-$20.4K	2	0.59%	Reduced
1087	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$741K	-$26.9K	2	0.25%	Reduced
1088	RIL Rothschild Investment LLC Chicago, Illinois	$731K	+$285K	2	0.1%	Increased
1089	SCP Sandhill Capital Partners Buffalo, New York	$729K	+$46.8K	1	0.28%	Increased
1090	WC Whitnell & Co Oak Brook, Illinois	$727K	$0	1	0.34%	Maintained
1091	Walleye Trading New York	$726K	-$10.1M	4	0.01%	Reduced
1092	WTB Washington Trust Bank Spokane, Washington	$719K	+$654K	4	0.15%	Increased
1093	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$717K	-$528K	1	0.05%	Reduced
1094	TFF Timothy F. Fidgeon	$707K	$0	1	0.34%	Maintained
1095	PC Passport Capital San Francisco, California	$705K	+$416K	2	0.02%	Increased
1096	QCMC Quantum Capital Management (California) San Francisco, California	$699K	+$140K	1	0.11%	Increased
1097	AP Advisor Partners Walnut Creek, California	$696K	+$23.9K	2	0.38%	Increased
1098	SAM Selway Asset Management	$691K	-$2.97M	1	0.39%	Reduced
1099	DIA Dean Investment Associates Beavercreek, Ohio	$690K	-$1.78M	1	0.17%	Reduced
1100	Bridgeway Capital Management Houston, Texas	$686K	$0	1	0.02%	Maintained