← 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
1751	MGIA Matthew Goff Investment Advisor Houston, Texas	$11.8M	-$242K	1	1.99%	Reduced
1752	SC Skylands Capital Milwaukee, Wisconsin	$11.8M	-$2.03M	2	1.44%	Reduced
1753	JSC Jackson Square Capital San Francisco, California	$11.8M	+$326K	3	1.63%	Increased
1754	MM M37 Management Menlo Park, California	$11.7M	-$7.43M	1	2.04%	Reduced
1755	TF Telligent Fund Hong Kong	$11.7M	$0	1	8.66%	Maintained
1756	HWP Highline Wealth Partners Sherman Oaks, California	$11.7M	+$1.37M	8	2.38%	Increased
1757	NWM Northwest Wealth Management Spencer, Iowa	$11.7M	+$305K	3	1.55%	Increased
1758	IWA Icon Wealth Advisors Houston, Texas	$11.7M	-$1.19M	5	0.71%	Reduced
1759	CF CNA Financial Chicago, Illinois	$11.7M	+$11.1M	1	4.9%	New
1760	Loews Corp New York	$11.7M	+$11.1M	1	0.09%	New
1761	TP TritonPoint Partners Chevy Chase, Maryland	$11.7M	+$6.57M	5	0.97%	Increased
1762	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$11.7M	-$315K	2	0.86%	Reduced
1763	RF Robbins Farley Bedford, New Hampshire	$11.7M	-$532K	3	4.49%	Reduced
1764	MFG Magnus Financial Group New York	$11.7M	+$752K	3	0.83%	Increased
1765	TCOT Trust Company of Toledo Holland, Ohio	$11.7M	+$881K	7	0.97%	Increased
1766	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$11.7M	+$432K	3	0.66%	Increased
1767	EWA Exit Wealth Advisors Atlanta, Georgia	$11.7M	+$1.87M	2	5.31%	Increased
1768	SCS Sound Capital Solutions Naples, Florida	$11.6M	+$11.1M	7	2.72%	New
1769	C Certuity North Palm Beach, Florida	$11.6M	-$258K	8	0.57%	Reduced
1770	BOH Bank of Hawaii Honolulu, Hawaii	$11.6M	-$1.09M	3	0.57%	Reduced
1771	JGUA John G. Ullman & Associates Corning, New York	$11.6M	-$3.4M	2	1.41%	Reduced
1772	SBFM S-Bank Fund Management Helsinki, Finland	$11.6M	-$10.1M	3	1.57%	Reduced
1773	DA Dillon & Associates Jackson, Michigan	$11.6M	+$786K	3	1.41%	Increased
1774	DAM Deltec Asset Management New York	$11.6M	+$3M	4	1.71%	Increased
1775	FCA Fortis Capital Advisors Prairie Village, Kansas	$11.5M	+$3.23M	5	1.3%	Increased