← 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	IB Intrust Bank Wichita, Kansas	$612K	+$684K	1	0.24%	New
1102	NA Navellier & Associates Reno, Nevada	$610K	+$368K	1	0.03%	Increased
1103	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$608K	+$406K	1	0.04%	Increased
1104	WPP Whalerock Point Partners Providence, Rhode Island	$608K	-$67.9K	1	0.27%	Reduced
1105	BIA Biondo Investment Advisors Milford, Pennsylvania	$607K	$0	1	0.19%	Maintained
1106	NAM North American Management Boston, Massachusetts	$607K	$0	1	0.09%	Maintained
1107	SWK Stephen W. Kidder	$603K	-$1.03M	1	0.27%	Reduced
1108	IPC Independent Portfolio Consultants Boca Raton, Florida	$602K	-$1.04M	2	0.16%	Reduced
1109	CC Cipher Capital New York	$598K	+$280K	1	0.15%	Increased
1110	BOS Bingham Osborn & Scarborough San Francisco, California	$595K	$0	1	0.07%	Maintained
1111	WAM Water Asset Management New York	$593K	-$8.9M	1	0.28%	Reduced
1112	IIM Ipswich Investment Management Beverly, Massachusetts	$586K	-$762K	1	0.25%	Reduced
1113	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$584K	-$60K	1	0.55%	Reduced
1114	Brighton Jones LLC Seattle, Washington	$582K	-$12.4K	2	0.13%	Reduced
1115	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$570K	+$72.7K	1	0.19%	Increased
1116	BAM Brave Asset Management Summit, New Jersey	$567K	$0	2	0.42%	Maintained
1117	SGAM Steinberg Global Asset Management Boca Raton, Florida	$563K	+$77.7K	1	0.13%	Increased
1118	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$562K	-$12.6K	5	0.36%	Reduced
1119	Cetera Advisors Denver, Colorado	$561K	+$199K	1	0.04%	Increased
1120	Gradient Investments Arden Hills, Minnesota	$561K	+$75.1K	3	0.1%	Increased
1121	SSB Sandy Spring Bank Olney, Maryland	$556K	+$22.6K	4	0.07%	Increased
1122	QI Quotient Investors New York	$551K	-$684K	1	0.12%	Reduced
1123	Perigon Wealth Management San Francisco, California	$550K	-$108K	1	0.16%	Reduced
1124	Busey Bank Urbana, Illinois	$547K	$0	1	0.08%	Maintained
1125	Advisory Services Network Atlanta, Georgia	$544K	-$12.6K	1	0.2%	Reduced