← 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
1301	HPBT High Point Bank & Trust High Point, North Carolina	$36K	+$17.7K	1	0.01%	Increased
1302	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$35K	-$16.1K	3	0.02%	Reduced
1303	NHFG New Harbor Financial Group Worcester, Massachusetts	$35K	+$28.7K	1	0.05%	Increased
1304	SMG Spectrum Management Group Indianapolis, Indiana	$35K	$0	1	0.02%	Maintained
1305	TCCM Timber Creek Capital Management Boston, Massachusetts	$35K	$0	1	0.03%	Maintained
1306	AW Alpha Windward Westwood, Massachusetts	$33K	-$432K	1	0.02%	Reduced
1307	VIA Vantage Investment Advisors State College, Pennsylvania	$33K	+$118	4	0.02%	Increased
1308	BKA Brick & Kyle Associates Newtown, Pennsylvania	$32K	$0	2	0.03%	Maintained
1309	FI FCM Investments Dallas, Texas	$31K	$0	1	0.02%	Maintained
1310	Gradient Investments Arden Hills, Minnesota	$29K	-$3.19M	2	0%	Reduced
1311	MCF Advisors Covington, Kentucky	$29K	$0	1	0.01%	Maintained
1312	LWM LBA Wealth Management Jacksonville, Florida	$27K	$0	1	0.02%	Maintained
1313	MUS Mitsubishi UFJ Securities Tokyo, Japan	$27K	$0	1	0.19%	Maintained
1314	Rockefeller Financial Services New York	$27K	+$25.5K	3	0%	Increased
1315	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$27K	$0	1	0.02%	Maintained
1316	ZB Zions Bancorporation Salt Lake City, Utah	$27K	+$27.9K	3	0.01%	New
1317	QAM QCI Asset Management Pittsford, New York	$26K	+$14.1K	1	0%	Increased
1318	LS Lupo Securities Chicago, Illinois	$25K	$0	1	0.19%	Maintained
1319	SGAM Smith Group Asset Management Dallas, Texas	$23K	$0	1	0%	Maintained
1320	BWA Burt Wealth Advisors North Bethesda, Maryland	$22K	+$10.2K	1	0.03%	Increased
1321	JIC Joel Isaacson & Co New York	$22K	+$22.2K	2	0.01%	Increased
1322	LWA Lowe Wealth Advisors Columbia, Maryland	$22K	$0	1	0.02%	Maintained
1323	Country Trust Bank Bloomington, Illinois	$21K	$0	1	0%	Maintained
1324	Fuller & Thaler Asset Management San Mateo, California	$21K	+$23.1K	1	0%	New
1325	TFO Tarbox Family Office Newport Beach, California	$21K	+$7.61K	2	0.02%	Increased