← 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
1276	Modera Wealth Management Westwood, New Jersey	$22.8M	-$283K	5	0.24%	Reduced
1277	MTC McDaniel Terry & Co Austin, Texas	$22.8M	+$960K	1	1.78%	Increased
1278	SouthState Corp Winter Haven, Florida	$22.8M	+$3.95M	10	0.95%	Increased
1279	GS Gagnon Securities New York	$22.8M	-$390K	1	4.4%	Reduced
1280	LGT Fund Management Vaduz, Liechtenstein	$22.8M	-$4.1M	3	0.95%	Reduced
1281	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$22.8M	-$2.52M	5	1.84%	Reduced
1282	Bridges Investment Management Omaha, Nebraska	$22.7M	+$300K	6	0.28%	Increased
1283	CL CVFG LLC Shelbyville, Indiana	$22.7M	+$13.8M	5	2.38%	Increased
1284	BCAM Boston Common Asset Management Boston, Massachusetts	$22.7M	+$1.29M	1	1.34%	Increased
1285	EFG Everhart Financial Group Dublin, Ohio	$22.5M	-$684K	7	1.44%	Reduced
1286	FPW Flywheel Private Wealth Los Altos, California	$22.5M	-$2.48M	2	11.1%	Reduced
1287	Eagle Capital Management (New York) New York	$22.5M	-$5.39M	1	0.07%	Reduced
1288	SC Sepio Capital Salt Lake City, Utah	$22.4M	-$1.54M	3	1.13%	Reduced
1289	PAA Peregrine Asset Advisers Portland, Oregon	$22.4M	+$1.89M	6	4.86%	Increased
1290	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$22.4M	-$56.9K	5	1.26%	Reduced
1291	ECM Estabrook Capital Management New York	$22.4M	-$447K	3	3.03%	Reduced
1292	AWA Aaron Wealth Advisors Chicago, Illinois	$22.4M	-$184K	7	1.14%	Reduced
1293	LBC Lowe Brockenbrough & Co Richmond, Virginia	$22.3M	-$69.8K	3	0.99%	Reduced
1294	BLAM Bourne Lent Asset Management Pawling, New York	$22.2M	-$448K	2	7.67%	Reduced
1295	LB Legacy Bridge West Des Moines, Iowa	$22.2M	+$1.4M	6	6.85%	Increased
1296	DF DNCA Finance Paris, France	$22M	-$7.95M	3	1.07%	Reduced
1297	MIRAE ASSET SECURITIES (USA) INC. New York	$22M	+$9.94M	2	0.62%	Increased
1298	CFG Cooper Financial Group Irvine, California	$22M	+$1.71M	7	1.83%	Increased
1299	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$21.9M	-$7.88M	2	1.63%	Reduced
1300	NG Norden Group Provo, Utah	$21.8M	-$443K	8	1.79%	Reduced