← 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
1926	FA Fagan Associates Troy, New York	$466K	-$2.37M	1	0.13%	Reduced
1927	PA Probity Advisors Dallas, Texas	$465K	+$176K	2	0.13%	Increased
1928	SIM Sentry Investment Management Stevens Point, Wisconsin	$465K	-$2M	1	0.03%	Reduced
1929	SFP Shepherd Financial Partners Winchester, Massachusetts	$465K	+$384K	1	0.11%	New
1930	VCP Vista Capital Partners Portland, Oregon	$465K	+$53.1K	1	0.08%	Increased
1931	CCM CAAS Capital Management New York	$461K	+$381K	1	0.01%	New
1932	S SimplyRich Carlsbad, California	$460K	$0	1	0.23%	Maintained
1933	ACM Alethea Capital Management Mercer Island, Washington	$459K	-$48.9K	1	0.31%	Reduced
1934	KFA Kelleher Financial Advisors New York	$459K	-$529K	1	0.38%	Reduced
1935	Maven Securities St Helier, Jersey	$459K	-$1.9M	2	0.04%	Reduced
1936	MAG Mayfair Advisory Group Birmingham, Alabama	$457K	+$26.6K	1	1.18%	Increased
1937	AF Aldebaran Financial	$456K	-$36.5K	1	0.47%	Reduced
1938	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$455K	-$67.3K	1	0.1%	Reduced
1939	Greenwoods Asset Management Grand Cayman, Cayman Islands	$453K	-$44.6M	1	0.01%	Reduced
1940	VCM Vigilant Capital Management Portland, Maine	$453K	+$40.9K	3	0.05%	Increased
1941	FWM Foresight Wealth Management Draper, Utah	$452K	+$373K	1	0.15%	New
1942	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$450K	+$17.7K	1	0.06%	Increased
1943	MVA Mount Vernon Associates Baltimore, Maryland	$450K	+$17.7K	1	0.54%	Increased
1944	OFS Oldfather Financial Services Kearney, Nebraska	$450K	-$25.4K	1	0.32%	Reduced
1945	SWK Stephen W. Kidder	$450K	+$372K	1	0.16%	New
1946	HCM Hodges Capital Management Dallas, Texas	$449K	-$1.87M	2	0.09%	Reduced
1947	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$449K	+$371K	1	0.13%	New
1948	SCM Sitrin Capital Management Century City, California	$444K	$0	1	0.24%	Maintained
1949	BC Brio Consultants San Francisco, California	$442K	-$23K	1	0.13%	Reduced
1950	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$440K	+$363K	1	0.14%	New