← 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	CIA Capital Impact Advisors Boston, Massachusetts	$782K	+$696K	2	0.59%	New
1077	LAM Lingohr Asset Management Duesseldorf, Germany	$777K	+$785K	1	0.19%	New
1078	DAM Deltec Asset Management New York	$772K	+$110K	1	0.16%	Increased
1079	WC Wexford Capital West Palm Beach, Florida	$772K	-$6.36M	1	0.06%	Reduced
1080	BHA Beech Hill Advisors New York	$769K	+$671K	1	0.34%	New
1081	RAM Redmond Asset Management Henrico, Virginia	$765K	+$11.3K	1	0.37%	Increased
1082	CS Credential Securities Vancouver,	$763K	+$58K	1	0.51%	Increased
1083	CK Cohen Klingenstein New York	$760K	$0	1	0.15%	Maintained
1084	MCC Malaga Cove Capital Pv Estates, California	$760K	+$491K	2	0.63%	Increased
1085	TEC Tiger Eye Capital Nashville, Tennessee	$760K	+$699K	1	0.08%	New
1086	RIL Rothschild Investment LLC Chicago, Illinois	$750K	$0	2	0.1%	Maintained
1087	HCM Horrell Capital Management Little Rock, Arkansas	$747K	-$8.54K	1	0.36%	Reduced
1088	FCCM First City Capital Management Savannah, Georgia	$743K	-$32.7K	2	0.53%	Reduced
1089	Park National Corp Newark, Ohio	$739K	-$44.5K	1	0.05%	Reduced
1090	NAM North American Management Boston, Massachusetts	$739K	-$112K	1	0.11%	Reduced
1091	Fulton Bank Lancaster, Pennsylvania	$738K	-$4.08K	1	0.08%	Reduced
1092	PineBridge Investments New York	$738K	-$451K	3	0.03%	Reduced
1093	AL Agran Libbie Santa Monica, California	$725K	-$181K	1	0.19%	Reduced
1094	YP Yellowstone Partners Idaho Falls, Idaho	$725K	+$50.4K	1	0.42%	Increased
1095	DIA Dean Investment Associates Beavercreek, Ohio	$724K	+$14.8K	1	0.17%	Increased
1096	WTB Washington Trust Bank Spokane, Washington	$720K	+$115	6	0.15%	Increased
1097	Beck Mack & Oliver New York	$714K	-$368K	2	0.02%	Reduced
1098	DAM Delta Asset Management Memphis, Tennessee	$710K	+$99K	4	0.15%	Increased
1099	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$707K	-$77.5K	1	0.75%	Reduced
1100	CCONH Crosby Company of New Hampshire Salem, New Hampshire	$703K	+$710K	1	0.42%	New