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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
2476
CIA
Citadel Investment Advisory
Ohio
$531K $0 1 0.33% Maintained
2477
AIA
Angeles Investment Advisors
California
$530K +$483K 1 0.03% New
2478
PWM
PBMares Wealth Management
Virginia
$528K -$282K 1 0.25% Reduced
2479
Apella Capital
Apella Capital
Connecticut
$527K -$7.06K 1 0.08% Reduced
2480
LDFR
Lehman & Derafelo Financial Resources
Pennsylvania
$527K -$35.3K 1 0.17% Reduced
2481
RCC
Red Cedar Capital
Nebraska
$525K +$2.38K 3 0.32% Increased
2482
TIM
Total Investment Management
Arizona
$524K $0 1 0.13% Maintained
2483
BFA
Beaumont Financial Advisors
Massachusetts
$520K +$2.82K 1 0.04% Increased
2484
BW
Bison Wealth
Georgia
$520K -$70.6K 1 0.24% Reduced
2485
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$519K $0 3 0.32% Maintained
2486
SPWG
Sage Private Wealth Group
Illinois
$516K +$5.11K 2 0.71% Increased
2487
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$513K +$38.3K 3 0.05% Increased
2488
LRIA
Leonard Rickey Investment Advisors
Washington
$513K +$2.82K 1 0.22% Increased
2489
WPP
Whalerock Point Partners
Rhode Island
$512K $0 2 0.2% Maintained
2490
PMFA
Plante Moran Financial Advisors
Michigan
$511K -$40.3K 4 0.11% Reduced
2491
TFO
Tarbox Family Office
California
$511K -$37.1K 6 0.09% Reduced
2492
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$508K $0 2 0.03% Maintained
2493
OCM
Orion Capital Management
California
$508K +$194K 1 0.31% Increased
2494
HCM
Hodges Capital Management
Texas
$506K +$259K 1 0.04% Increased
2495
VLC
Van Leeuwen & Company
New Jersey
$506K +$461K 1 0.31% New
2496
Meitav Investment House
Meitav Investment House
Israel
$503K -$1M 1 0.01% Reduced
2497
RTC
Riverview Trust Company
Washington
$503K $0 1 0.53% Maintained
2498
MSWMA
Market Street Wealth Management Advisors
Indiana
$501K $0 1 0.2% Maintained
2499
SM
Southport Management
Wyoming
$500K $0 1 1.9% Maintained
2500
CG
Corundum Group
Colorado
$500K +$35.3K 1 0.37% Increased