← 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
1226	BCA Bray Capital Advisors Naples, Florida	$309K	+$300K	1	0.2%	New
1227	JIR James Investment Research Alpha, Ohio	$306K	$0	1	0.01%	Maintained
1228	PTC Private Trust Company Cleveland, Ohio	$306K	-$223K	1	0.1%	Reduced
1229	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$304K	-$101K	1	0.06%	Reduced
1230	IAS IMA Advisory Services Denver, Colorado	$303K	-$1.95M	1	0.16%	Reduced
1231	CAM Columbia Asset Management Ann Arbor, Michigan	$302K	$0	1	0.12%	Maintained
1232	MCM McKinley Capital Management Anchorage, Alaska	$302K	-$9.86M	1	0.01%	Reduced
1233	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$301K	$0	1	0.03%	Maintained
1234	SIG Stanford Investment Group Mountain View, California	$301K	+$318K	1	0.25%	New
1235	RCA Rex Capital Advisors Providence, Rhode Island	$300K	$0	1	0.29%	Maintained
1236	SCG Sonata Capital Group Seattle, Washington	$300K	+$316K	1	0.27%	New
1237	IIA IPG Investment Advisors San Diego, California	$299K	+$93.8K	1	0.12%	Increased
1238	CC Callan Capital La Jolla, California	$299K	-$469	1	0.07%	Reduced
1239	BRWM B. Riley Wealth Management Memphis, Tennessee	$298K	-$534K	6	0.24%	Reduced
1240	CC Cadinha & Co Honolulu, Hawaii	$294K	+$325K	1	0.05%	New
1241	IB Intrust Bank Wichita, Kansas	$290K	-$355K	1	0.11%	Reduced
1242	HIC Harvey Investment Company Louisville, Kentucky	$289K	$0	1	0.07%	Maintained
1243	HH Hilltop Holdings Dallas, Texas	$287K	-$25.1K	1	0.1%	Reduced
1244	GAM Griffin Asset Management New York	$285K	+$13.2K	1	0.08%	Increased
1245	VAM Verity Asset Management Durham, North Carolina	$282K	+$274K	1	0.27%	New
1246	EBIM Eagle Boston Investment Management Boston, Massachusetts	$279K	+$301K	1	0.02%	New
1247	PIM Penobscot Investment Management Boston, Massachusetts	$278K	-$17.8K	1	0.09%	Reduced
1248	CCT Country Club Trust Kansas City, Missouri	$277K	-$21.6K	1	0.04%	Reduced
1249	HF Hoxton Financial Shepherdstown, West Virginia	$277K	+$139K	1	0.12%	Increased
1250	TCM Tufton Capital Management Hunt Valley, Maryland	$276K	+$3.96K	1	0.05%	Increased