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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
2551
WF
WoodTrust Financial
Wisconsin
$5.31M +$17.4K 2 0.63% Increased
2552
DBG
De Burlo Group
Massachusetts
$5.31M -$1.99K 1 0.97% Reduced
2553
TPC
Twin Peaks Capital
$5.3M -$5.6M 1 2.61% Reduced
2554
ACA
AYAL Capital Advisors
Ontario, Canada
$5.29M -$15.3M 1 1.43% Reduced
2555
TAP
Tounjian Advisory Partners
Florida
$5.29M +$1.98M 6 2.26% Increased
2556
LCGC
Legacy Capital Group California
California
$5.28M +$2.34M 6 1.59% Increased
2557
TCM
Triumph Capital Management
Colorado
$5.28M +$785K 11 0.96% Increased
2558
DBRC
D.B. Root & Company
Pennsylvania
$5.27M +$212K 4 1.12% Increased
2559
ACG
Allen Capital Group
Nebraska
$5.26M +$107K 4 0.43% Increased
2560
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$5.25M +$290K 10 1.91% Increased
2561
TFA
Toth Financial Advisory
Virginia
$5.25M -$557K 11 0.51% Reduced
2562
BJF
Blue Jean Financial
New York
$5.24M -$3.75M 1 3.65% Reduced
2563
IPW
Impact Partnership Wealth
Georgia
$5.24M +$1.21M 4 0.51% Increased
2564
MPPHD
Maloon Powers Pitre Higgins & Dennehy
California
$5.24M +$4.95M 3 1.8% New
2565
TA
TrueWealth Advisors
Alabama
$5.23M +$117K 5 1.18% Increased
2566
IFS
Integrated Financial Solutions
Virginia
$5.22M +$3.34M 2 2.82% Increased
2567
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$5.22M +$580K 8 0.12% Increased
2568
GWM
Greenline Wealth Management
Florida
$5.22M +$443K 4 4.29% Increased
2569
MSK
Melissa S. Kampmann
$5.21M -$13.3K 1 3.94% Reduced
2570
GFA
Gallagher Fiduciary Advisors
Illinois
$5.21M +$3.02M 4 0.17% Increased
2571
MM
Meridian Management
Arkansas
$5.21M -$2.71M 2 1.17% Reduced
2572
AOWM
Alpha Omega Wealth Management
Virginia
$5.21M -$458K 1 0.79% Reduced
2573
ONSWM
Old North State Wealth Management
North Carolina
$5.21M +$188K 2 2.22% Increased
2574
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$5.21M +$1.66M 7 0.17% Increased
2575
NG
Novem Group
New York
$5.2M +$1.56M 6 0.53% Increased