← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1526
CLM
ClearBridge LLC (Maryland)
Maryland
$89K $0 1 0% Maintained
1527
SCM
Scopia Capital Management
New York
$89K $0 1 0% Maintained
1528
MFBTD
MB Financial Bank - Trust Department
Illinois
$88K $0 2 0.01% Maintained
1529
ACM
Americafirst Capital Management
California
$87.3K -$87.4K 1 0.12% Reduced
1530
Financial Engines Advisors
Financial Engines Advisors
California
$86K +$86.9K 1 0% New
1531
MCM
MV Capital Management
Maryland
$83K -$6K 2 0.02% Reduced
1532
CIA
Cascade Investment Advisors
Oregon
$79K $0 1 0.07% Maintained
1533
GLI
Guardian Life Insurance
New York
$78K -$10.5K 1 0.01% Reduced
1534
ATC
Adirondack Trust Company
New York
$73K +$7.55K 2 0.06% Increased
1535
CB
Community Bank
New York
$73K $0 1 0.01% Maintained
1536
TFO
Tarbox Family Office
California
$73K +$1.89K 3 0.03% Increased
1537
SIAS
Shine Investment Advisory Services
Colorado
$72K $0 2 0.04% Maintained
1538
CPA
Cowen Prime Advisors
New York
$71K -$29.2K 2 0.03% Reduced
1539
AIS
Accurate Investment Solutions
Pennsylvania
$68K +$41.5K 3 0.05% Increased
1540
CS
Credential Securities
$64.7K +$11.8K 1 0.02% Increased
1541
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$63K +$63.3K 2 0.02% New
1542
OC
Oakworth Capital
Alabama
$61K +$5.96K 2 0.02% Increased
1543
AA
AlphaMark Advisors
Kentucky
$60K +$15.6K 1 0.03% Increased
1544
CCM
Concourse Capital Management
Georgia
$59K $0 1 0.03% Maintained
1545
OFW
Omnia Family Wealth
Florida
$59K -$8.75K 4 0.03% Reduced
1546
ARMC
American Research & Management Company
Massachusetts
$56K -$1.04K 1 0.02% Reduced
1547
KPCM
Kings Point Capital Management
New York
$55K +$18.2K 3 0.01% Increased
1548
RWG
Regal Wealth Group
California
$54K $0 1 0.04% Maintained
1549
CFA
Camarda Financial Advisors
Florida
$53K +$51.9K 2 0.06% Increased
1550
PSC
Prentiss Smith & Co
Vermont
$53K +$8.37K 4 0.03% Increased