← 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
1851	JWM Jessup Wealth Management Dayton, Ohio	$10.6M	-$405K	1	3.16%	Reduced
1852	RP Riverwater Partners Milwaukee, Wisconsin	$10.5M	-$956K	4	3.13%	Reduced
1853	FFS Founders Financial Securities Towson, Maryland	$10.5M	+$467K	4	0.54%	Increased
1854	FFA Florida Financial Advisors Tampa, Florida	$10.5M	+$2.95M	7	1.78%	Increased
1855	CLA Carnegie Lake Advisors Princeton, New Jersey	$10.5M	+$140K	4	3.92%	Increased
1856	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$10.5M	-$392K	6	0.46%	Reduced
1857	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$10.5M	-$185K	4	1.55%	Reduced
1858	MCM Mill Capital Management Concord, North Carolina	$10.5M	+$5.97K	3	0.7%	Increased
1859	OBGC O'Brien Greene & Co Media, Pennsylvania	$10.5M	+$794K	3	2.89%	Increased
1860	TC TownSquare Capital Provo, Utah	$10.5M	+$786K	4	1.92%	Increased
1861	SI Shaker Investments Cleveland, Ohio	$10.5M	+$1.95M	4	3.76%	Increased
1862	SF Symphony Financial Houston, Texas	$10.4M	+$849K	4	1.14%	Increased
1863	CIC Concord Investment Counsel Irvine, California	$10.4M	+$40.7K	1	2.85%	Increased
1864	AIA Angeles Investment Advisors Santa Monica, California	$10.4M	-$255K	1	0.63%	Reduced
1865	MCM Monument Capital Management Alexandria, Virginia	$10.4M	-$271K	5	2.1%	Reduced
1866	IP Ignite Planners San Clemente, California	$10.4M	+$371K	3	1.43%	Increased
1867	LRPA L. Roy Papp & Associates Phoenix, Arizona	$10.4M	+$113K	4	1.09%	Increased
1868	CIM Contravisory Investment Management Norwell, Massachusetts	$10.4M	-$29K	3	1.84%	Reduced
1869	ZWJ Investment Counsel Atlanta, Georgia	$10.4M	+$886K	6	0.34%	Increased
1870	RWB RMR Wealth Builders Montclair, New Jersey	$10.3M	+$1.76M	4	0.64%	Increased
1871	Destination Wealth Management Walnut Creek, California	$10.3M	-$638K	2	0.24%	Reduced
1872	AA Aire Advisors Beverly Hills, California	$10.3M	+$877K	5	1.68%	Increased
1873	DWP Destiny Wealth Partners Tavares, Florida	$10.3M	-$3.39M	2	1.46%	Reduced
1874	CCA Childress Capital Advisors Houston, Texas	$10.3M	+$504K	5	1.69%	Increased
1875	HT Heritage Trust Oklahoma City, Oklahoma	$10.3M	+$1.83M	5	0.89%	Increased