← 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
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$338K +$246K 1 0.02% New
2527
Optas LLC
Optas LLC
Texas
$336K -$462K 1 0.11% Reduced
2528
Coastal Bridge Advisors
Coastal Bridge Advisors
Connecticut
$335K +$243K 1 0.07% New
2529
OCM
Orion Capital Management
California
$335K +$284K 1 0.25% New
2530
SCA
Sage Capital Advisors
South Dakota
$335K -$56.3K 1 0.17% Reduced
2531
TWP
Total Wealth Planning
Ohio
$335K -$192K 1 0.15% Reduced
2532
KIG
Kessler Investment Group
Indiana
$334K -$2.51M 2 0.36% Reduced
2533
Baystate Wealth Management
Baystate Wealth Management
Massachusetts
$333K +$154K 4 0.04% Increased
2534
TD Capital Management
TD Capital Management
Tennessee
$333K $0 2 0.05% Maintained
2535
Gabelli & Co Investment Advisers
Gabelli & Co Investment Advisers
New York
$332K +$241K 1 0.05% New
2536
Hamilton Capital
Hamilton Capital
Ohio
$330K $0 1 0.06% Maintained
2537
SKBA Capital Management
SKBA Capital Management
California
$330K -$4.86M 1 0.06% Reduced
2538
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$329K $0 1 0.02% Maintained
2539
SCM
SOL Capital Management
Maryland
$329K -$17.4K 1 0.08% Reduced
2540
MRCM
M&R Capital Management
New Jersey
$328K +$9.22K 4 0.07% Increased
2541
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$326K -$284K 1 0.14% Reduced
2542
FUBT
First United Bank & Trust
Maryland
$325K +$235K 1 0.16% New
2543
AFS
Axiom Financial Strategies
Indiana
$324K $0 1 0.19% Maintained
2544
ACM
Anfield Capital Management
California
$323K +$234K 1 0.14% New
2545
DE
Day & Ennis
Georgia
$322K +$233K 1 0.13% New
2546
Sun Life Financial
Sun Life Financial
Ontario, Canada
$322K +$230K 2 0.04% Increased
2547
Cohen & Steers
Cohen & Steers
New York
$321K $0 1 0% Maintained
2548
EP
EPIQ Partners
Minnesota
$321K -$53.8K 1 0.22% Reduced
2549
HHM Wealth Advisors
HHM Wealth Advisors
Tennessee
$321K -$15.4K 3 0.11% Reduced
2550
Sage Mountain Advisors
Sage Mountain Advisors
Georgia
$321K +$233K 1 0.11% New