← 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
1126	AF Aldebaran Financial	$586K	-$92.1K	1	0.51%	Reduced
1127	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$583K	-$275K	5	0.36%	Reduced
1128	South Texas Money Management San Antonio, Texas	$582K	+$3.83K	1	0.04%	Increased
1129	FAM Fortaleza Asset Management Chicago, Illinois	$577K	+$557K	1	0.29%	New
1130	Heritage Investors Management Corp Bethesda, Maryland	$569K	-$3.46K	1	0.05%	Reduced
1131	SIM SSI Investment Management Los Angeles, California	$569K	-$875K	1	0.06%	Reduced
1132	TF Trutina Financial Bellevue, Washington	$567K	+$29.9K	2	0.42%	Increased
1133	ETrade Capital Management Arlington, Virginia	$562K	-$1.2M	5	0.04%	Reduced
1134	T TradeWorx Red Bank, New Jersey	$562K	-$1.31M	1	0.49%	Reduced
1135	CMANY Capital Management Associates (New York) New York	$553K	$0	1	0.8%	Maintained
1136	AWA ARS Wealth Advisors St. Petersburg, Florida	$550K	+$147	1	0.33%	Increased
1137	GF Gerstein Fisher New York	$550K	-$1.91M	2	0.11%	Reduced
1138	RT Rockland Trust Hanover, Massachusetts	$550K	+$9.21K	1	0.13%	Increased
1139	AW Alpha Windward Westwood, Massachusetts	$549K	-$56.1K	2	0.38%	Reduced
1140	ICAP Independence Capital Asset Partners Denver, Colorado	$545K	+$638K	1	0.09%	New
1141	PAM Princeton Alpha Management Princeton Junction, New Jersey	$541K	+$323K	2	0.17%	Increased
1142	Capital Analysts LLC Fort Washington, Pennsylvania	$538K	-$13.9K	3	0.14%	Reduced
1143	SGAM Steinberg Global Asset Management Boca Raton, Florida	$537K	+$30.6K	1	0.13%	Increased
1144	Cetera Advisors Denver, Colorado	$536K	+$216K	1	0.07%	Increased
1145	LMAM Legg Mason Asset Management Tokyo, Japan	$536K	-$59.2K	1	0.32%	Reduced
1146	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$531K	$0	1	0.36%	Maintained
1147	LWI Long Wharf Investors Boston, Massachusetts	$530K	-$46.6K	1	0.45%	Reduced
1148	BIA Biondo Investment Advisors Milford, Pennsylvania	$521K	-$502K	1	0.17%	Reduced
1149	Brown Brothers Harriman & Co New York	$520K	-$2.16M	1	0%	Reduced
1150	CT Cambridge Trust Cambridge, Massachusetts	$520K	-$221	1	0.05%	Reduced