← 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
1326	Birch Hill Investment Advisors Boston, Massachusetts	$218K	-$75.3K	1	0.02%	Reduced
1327	FTI Fiduciary Trust International Lincoln, Massachusetts	$218K	+$201K	1	0.07%	New
1328	KT Kanaly Trust Houston, Texas	$218K	+$78.8K	5	0.05%	Increased
1329	PFA Pinnacle Family Advisors Springfield, Missouri	$218K	+$201K	1	0.13%	New
1330	Lido Advisors Los Angeles, California	$216K	+$211K	1	0.05%	New
1331	AC Abbrea Capital Greenbrae, California	$215K	+$218K	1	0.1%	New
1332	PGIM Pacific Global Investment Management Glendale, California	$215K	-$5.91K	1	0.04%	Reduced
1333	IHT Wealth Management Chicago, Illinois	$214K	+$200K	5	0.16%	New
1334	TNAM Terra Nova Asset Management New York	$211K	+$207K	1	0.42%	New
1335	WFG Windsor Financial Group Minneapolis, Minnesota	$211K	$0	1	0.1%	Maintained
1336	Curi RMB Capital Chicago, Illinois	$210K	-$595K	1	0.01%	Reduced
1337	MIP Marietta Investment Partners Milwaukee, Wisconsin	$210K	-$1.47M	1	0.07%	Reduced
1338	AP Atwood & Palmer Kansas City, Missouri	$209K	+$10.7K	2	0.04%	Increased
1339	VF Virtu Financial New York	$209K	+$204K	1	0.02%	New
1340	DF Dent & Co Baltimore, Maryland	$208K	-$3.55K	1	0.01%	Reduced
1341	PCM Palouse Capital Management Spokane, Washington	$208K	-$29.9K	1	0.09%	Reduced
1342	Penserra Capital Management Orinda, California	$208K	+$33.4K	4	0.02%	Increased
1343	B Bellecapital Zurich, Switzerland	$204K	+$207K	1	0.18%	New
1344	HA Harfst & Associates Sheridan, Wyoming	$202K	+$187K	1	0.1%	New
1345	CM Capital Management Glen Allen, Virginia	$201K	-$1.35M	1	0.07%	Reduced
1346	FRM Fox Run Management Greenwich, Connecticut	$201K	-$66.2K	1	0.11%	Reduced
1347	H Hexavest Montreal, Quebec, Canada	$200K	$0	2	0%	Maintained
1348	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$200K	+$196K	1	0.02%	New
1349	Allworth Financial Folsom, California	$198K	+$3.75K	2	0.02%	Increased
1350	ACM AUA Capital Management Camp Hill, Pennsylvania	$193K	+$189K	1	0.18%	New