← 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
1501	BA Bristlecone Advisors Bellevue, Washington	$259K	-$4.88K	1	0.09%	Reduced
1502	RTS Round Table Services Westfield, New Jersey	$258K	+$274K	1	0.09%	New
1503	AC Addison Capital Conshohocken, Pennsylvania	$255K	+$264K	1	0.2%	New
1504	DA Doliver Advisors Houston, Texas	$254K	+$22.6K	1	0.11%	Increased
1505	IC Inverness Counsel New York	$254K	+$226K	1	0.01%	New
1506	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$254K	-$508K	1	0.28%	Reduced
1507	CPP Crow Point Partners Boston, Massachusetts	$253K	+$210K	1	0.05%	Increased
1508	SGA Strategic Global Advisors Newport Beach, California	$253K	$0	1	0.06%	Maintained
1509	SFSIG San Francisco Sentry Investment Group San Francisco, California	$252K	-$53.1K	3	0.1%	Reduced
1510	ACM Argyle Capital Management Center Valley, Pennsylvania	$251K	+$260K	1	0.1%	New
1511	CPC Congress Park Capital Saratoga Springs, New York	$251K	$0	1	0.24%	Maintained
1512	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$251K	+$17.2K	6	0.17%	Increased
1513	KWMG King Wealth Management Group Naples, Florida	$251K	$0	1	0.09%	Maintained
1514	Waratah Capital Advisors Toronto, Ontario, Canada	$251K	+$239K	1	0.03%	New
1515	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$250K	+$223K	1	0.02%	New
1516	TIA Tiemann Investment Advisors Menlo Park, California	$250K	+$1.16K	1	0.2%	Increased
1517	Hills Bank & Trust North Liberty, Iowa	$249K	-$27.8K	1	0.07%	Reduced
1518	AIC Argus Investors Counsel New York	$248K	+$220K	1	0.11%	New
1519	IC InterOcean Capital Chicago, Illinois	$248K	+$14.7K	1	0.03%	Increased
1520	ACM AUA Capital Management Camp Hill, Pennsylvania	$246K	-$9.67K	2	0.21%	Reduced
1521	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$246K	-$348K	1	0.19%	Reduced
1522	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$242K	+$14.2K	3	0.05%	Increased
1523	Diversified Trust Memphis, Tennessee	$240K	$0	1	0.02%	Maintained
1524	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$240K	$0	1	0.03%	Maintained
1525	IIM Ipswich Investment Management Beverly, Massachusetts	$240K	-$23.2K	1	0.11%	Reduced