← 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	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$342K	$0	1	0.04%	Maintained
1327	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$340K	+$6.34K	4	0.15%	Increased
1328	OneDigital Investment Advisors Overland Park, Kansas	$340K	-$8.22M	4	0.12%	Reduced
1329	CFA Carroll Financial Associates Charlotte, North Carolina	$336K	+$15.6K	5	0.04%	Increased
1330	Quadrant Capital Group Cincinnati, Ohio	$336K	+$16.6K	9	0.14%	Increased
1331	Loews Corp New York	$330K	-$162K	1	0%	Reduced
1332	HA Harfst & Associates Sheridan, Wyoming	$328K	-$147K	1	0.14%	Reduced
1333	CIM CIM Investment Management Pittsburgh, Pennsylvania	$324K	$0	1	0.12%	Maintained
1334	HA Hays Advisory Franklin, Tennessee	$323K	+$20.1K	1	0.09%	Increased
1335	Homrich & Berg Atlanta, Georgia	$323K	+$317K	1	0.03%	New
1336	WA Wealth Architects Mountain View, California	$323K	+$111K	1	0.11%	Increased
1337	DAM Doheny Asset Management Los Angeles, California	$322K	-$166K	1	0.15%	Reduced
1338	TDC Thompson Davis & Co Richmond, Virginia	$322K	+$51.4K	6	0.57%	Increased
1339	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$320K	-$45.9K	1	0.02%	Reduced
1340	CAM Concorde Asset Management Ann Arbor, Michigan	$320K	+$316K	1	0.28%	New
1341	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$318K	+$86.1K	1	0.15%	Increased
1342	MCC Malaga Cove Capital Pv Estates, California	$318K	+$58.8K	1	0.18%	Increased
1343	CA Cambridge Advisors Omaha, Nebraska	$317K	$0	1	0.12%	Maintained
1344	Savant Capital Rockford, Illinois	$315K	+$25.2K	1	0.07%	Increased
1345	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$314K	$0	1	0.28%	Maintained
1346	HC Henshaw Capital Woburn, Massachusetts	$311K	-$78.6K	1	0.03%	Reduced
1347	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$309K	+$285K	1	0.68%	New
1348	DA Dillon & Associates Jackson, Michigan	$308K	$0	1	0.12%	Maintained
1349	CBU CIBC Bank USA Chicago, Illinois	$307K	$0	1	0.04%	Maintained
1350	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$307K	-$33.2K	1	0.04%	Reduced