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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
2501
BMC
Benin Management Corp
Connecticut
$382K +$49K 1 0.14% Increased
2502
FP
Financial Perspectives
Minnesota
$381K $0 4 0.2% Maintained
2503
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$381K -$71.6K 1 0.03% Reduced
2504
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$380K +$4.25K 1 0.15% Increased
2505
SAM
S.A. Mason
Michigan
$380K +$67.7K 3 0.28% Increased
2506
Lazard Frères Gestion
Lazard Frères Gestion
France
$378K +$87.4K 1 0.01% Increased
2507
Opus Capital Group
Opus Capital Group
Ohio
$378K -$308K 1 0.09% Reduced
2508
FFA
Fi3 Financial Advisors
Indiana
$377K +$426K 1 0.32% New
2509
Verity & Verity
Verity & Verity
South Carolina
$377K -$94.1K 1 0.06% Reduced
2510
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors
Indiana
$376K +$99.2K 1 0.22% Increased
2511
SNT
Security National Trust
West Virginia
$375K +$64.2K 3 0.09% Increased
2512
Sharkey, Howes & Javer
Sharkey, Howes & Javer
Colorado
$373K -$52.5K 1 0.12% Reduced
2513
Douglas Lane & Associates
Douglas Lane & Associates
New York
$371K $0 1 0.01% Maintained
2514
SC
Schulhoff & Co
Ohio
$371K $0 1 0.17% Maintained
2515
SSW
Smith Shellnut Wilson
Mississippi
$371K $0 1 0.23% Maintained
2516
SFWC
Strategic Family Wealth Counselors
New Jersey
$370K -$23.3K 1 0.14% Reduced
2517
Townsend & Associates
Townsend & Associates
Colorado
$369K $0 1 0.24% Maintained
2518
LWA
Lowe Wealth Advisors
Maryland
$368K +$303K 3 0.19% Increased
2519
CRCM
Corbett Road Capital Management
Virginia
$367K +$332K 1 0.55% New
2520
Live Oak Private Wealth
Live Oak Private Wealth
North Carolina
$367K $0 1 0.09% Maintained
2521
ONST
Old North State Trust
North Carolina
$367K -$48.9K 2 0.29% Reduced
2522
PGIM
Pacific Global Investment Management
California
$367K +$11.3K 1 0.08% Increased
2523
Hoey Investments
Hoey Investments
Pennsylvania
$366K +$125K 3 0.12% Increased
2524
QAM
Q3 Asset Management
Michigan
$366K -$336K 1 0.19% Reduced
2525
BWM
BigSur Wealth Management
Florida
$365K $0 1 0.19% Maintained