← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2526
WPW
Winthrop Partners - WNY
New York
$5.43M +$39.5K 1 2.68% Increased
2527
CA
Calton & Associates
Florida
$5.43M -$567K 6 0.79% Reduced
2528
SFS
Summit Financial Strategies
Ohio
$5.42M +$17.3K 3 0.38% Increased
2529
NFG
Nadler Financial Group
Illinois
$5.41M -$16.9K 3 0.46% Reduced
2530
WFS
Weitzel Financial Services
Iowa
$5.41M -$109K 2 1.84% Reduced
2531
ADMI
Albert D. Mason Inc
Massachusetts
$5.41M +$358K 2 3.07% Increased
2532
MKC
M. Kraus & Co
Vermont
$5.41M +$3.56M 1 1.43% Increased
2533
WA
Win Advisors
Florida
$5.4M -$208K 2 1.93% Reduced
2534
FDS
First Dallas Securities
Texas
$5.4M -$2.72M 4 1.79% Reduced
2535
PTC
Philadelphia Trust Company
Pennsylvania
$5.39M +$23.9K 4 0.35% Increased
2536
RCYC
Richard C. Young & Co
Rhode Island
$5.39M +$4.29M 3 0.4% Increased
2537
GWM
Greenwich Wealth Management
Connecticut
$5.38M +$103K 7 0.2% Increased
2538
DFC
DB Fitzpatrick & Co
Idaho
$5.38M -$1.17M 4 4.35% Reduced
2539
FG
Fiduciary Group
Georgia
$5.38M +$25 2 0.42% Increased
2540
MCA
McGuire Capital Advisors
Oklahoma
$5.38M -$2.2M 8 2.93% Reduced
2541
Hills Bank & Trust
Hills Bank & Trust
Iowa
$5.36M +$315K 4 0.23% Increased
2542
FA
Fortis Advisors
Pennsylvania
$5.36M -$58.7K 1 2.51% Reduced
2543
AIC
Argus Investors Counsel
New York
$5.36M -$214K 1 4.13% Reduced
2544
JF
Jericho Financial
Ohio
$5.34M +$98.2K 1 2.77% Increased
2545
BCG
Breakwater Capital Group
New Jersey
$5.34M +$46.4K 4 0.64% Increased
2546
ACM
Aster Capital Management
United Arab Emirates
$5.33M +$5.1M 7 1.13% Increased
2547
RL
Retireful LLC
Michigan
$5.32M +$1.51M 4 4.95% Increased
2548
EL
EWA LLC
Pennsylvania
$5.32M +$276K 6 0.97% Increased
2549
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$5.32M +$37.5K 5 0.18% Increased
2550
MFG
Menard Financial Group
Texas
$5.32M +$155K 4 2.89% Increased