← 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
1176	PCM Parsons Capital Management Providence, Rhode Island	$469K	+$2.42K	2	0.06%	Increased
1177	Salem Investment Counselors Winston Salem, North Carolina	$466K	+$2.6K	1	0.06%	Increased
1178	MA Menlo Advisors Menlo Park, California	$465K	$0	1	0.33%	Maintained
1179	PIC Portland Investment Counsel Burlington, Ontario, Canada	$465K	+$488K	1	0.32%	New
1180	MAM Majedie Asset Management London, United Kingdom	$464K	+$446K	1	0.11%	New
1181	AGA Accuvest Global Advisors Provo, Utah	$463K	+$256K	1	0.14%	Increased
1182	AHC Anderson Hoagland & Co St Louis, Missouri	$463K	$0	1	0.3%	Maintained
1183	Dodge & Cox San Francisco, California	$463K	-$289K	1	0%	Reduced
1184	FBC Fairfield, Bush & Co Darien, Connecticut	$460K	+$310K	1	0.14%	Increased
1185	IMS Index Management Solutions Philadelphia, Pennsylvania	$456K	+$226K	6	0.06%	Increased
1186	GF Gerstein Fisher New York	$453K	$0	2	0.09%	Maintained
1187	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$451K	-$1.38M	1	0.06%	Reduced
1188	FC Fayerweather Charles	$450K	-$726	1	1.54%	Reduced
1189	BWP Baldwin Wealth Partners Marion, Massachusetts	$444K	+$200K	2	0.07%	Increased
1190	TF Trutina Financial Bellevue, Washington	$437K	-$75.7K	1	0.32%	Reduced
1191	PIP Palisades Investment Partners Santa Monica, California	$432K	-$339K	1	0.77%	Reduced
1192	FIM Frontier Investment Management Dallas, Texas	$432K	$0	1	0.07%	Maintained
1193	HCMNY Howard Capital Management (New York) New York	$427K	-$83.7K	1	0.08%	Reduced
1194	MSU Maple Securities USA Jersey City, New Jersey	$423K	-$56.1K	1	0.05%	Reduced
1195	FAM Formidable Asset Management Cincinnati, Ohio	$422K	+$442K	2	0.25%	New
1196	PTC Provident Trust Company Waukesha, Wisconsin	$417K	+$401K	1	0.02%	New
1197	PAM Private Asset Management San Diego, California	$411K	-$1.68M	1	0.07%	Reduced
1198	CAM CG Asset Management New York	$408K	-$2.77M	1	0.17%	Reduced
1199	WI Wedgewood Investors Erie, Pennsylvania	$403K	$0	1	0.42%	Maintained
1200	QC QCM Cayman Houston, Texas	$400K	+$349K	1	0.19%	New