← 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
1101	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$684K	-$513K	4	0.03%	Reduced
1102	CS Credential Securities Vancouver,	$684K	+$671K	1	0.51%	New
1103	HT HighTower Trust Houston, Texas	$679K	-$584K	1	0.09%	Reduced
1104	GCIA Gabelli & Co Investment Advisers Rye, New York	$661K	$0	1	0.18%	Maintained
1105	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$657K	-$12.7K	2	0.19%	Reduced
1106	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$655K	+$432K	1	0.36%	New
1107	YP Yellowstone Partners Idaho Falls, Idaho	$655K	-$13.4K	1	0.41%	Reduced
1108	Jefferies Group New York	$650K	-$480K	2	0.01%	Reduced
1109	Busey Bank Urbana, Illinois	$649K	+$3.24K	1	0.1%	Increased
1110	MC Miles Capital West Des Moines, Iowa	$646K	-$43.5K	1	0.33%	Reduced
1111	DAM Deltec Asset Management New York	$632K	$0	1	0.14%	Maintained
1112	Johnson Investment Counsel Cincinnati, Ohio	$625K	-$490K	2	0.02%	Reduced
1113	FIM Freedom Investment Management Hartford, Connecticut	$623K	+$160K	1	0.13%	Increased
1114	DP Dearborn Partners Chicago, Illinois	$620K	-$52.8K	1	0.07%	Reduced
1115	E. Ohman J:or Asset Management Stockholm, Sweden	$619K	$0	2	0.15%	Maintained
1116	MNBTD Moody National Bank Trust Division Galveston, Texas	$614K	+$591K	1	0.04%	New
1117	WA WealthTrust Axiom Wayne, Pennsylvania	$614K	-$3.96K	2	0.22%	Reduced
1118	JT Jump Trading Chicago, Illinois	$607K	+$585K	1	0.03%	New
1119	EFS Essex Financial Services Essex, Connecticut	$605K	-$55K	1	0.2%	Reduced
1120	FM Foster & Motley Cincinnati, Ohio	$605K	-$30.6K	1	0.15%	Reduced
1121	IIC Ironwood Investment Counsel Scottsdale, Arizona	$601K	$0	1	0.33%	Maintained
1122	BCM Bluefin Capital Management New York	$600K	+$537K	1	0.04%	New
1123	WEC Winslow Evans & Crocker Boston, Massachusetts	$598K	+$34.7K	4	0.21%	Increased
1124	Brighton Jones LLC Seattle, Washington	$595K	-$121K	2	0.14%	Reduced
1125	DAM Delta Asset Management Memphis, Tennessee	$595K	+$54.5K	3	0.13%	Increased