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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
CCA
Column Capital Advisors
Indiana
$319K +$106K 6 0.08% Increased
2552
CC
Courier Capital
New York
$319K +$113 1 0.03% Increased
2553
DA
Duality Advisers
Florida
$319K -$6.15M 1 0.02% Reduced
2554
BWM
BigSur Wealth Management
Florida
$317K $0 1 0.18% Maintained
2555
HR
Howe & Rusling
New York
$317K +$9.74K 10 0.05% Increased
2556
TFO
Tarbox Family Office
California
$315K +$155K 6 0.07% Increased
2557
SNT
Security National Trust
West Virginia
$314K +$5.12K 2 0.08% Increased
2558
WC
Whitney & Co
New York
$313K +$182K 1 0.05% New
2559
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$312K -$1.94M 5 0% Reduced
2560
AG
Appleton Group
Wisconsin
$311K $0 1 0.3% Maintained
2561
Douglas Lane & Associates
Douglas Lane & Associates
New York
$311K -$9.97K 1 0.01% Reduced
2562
SC
Scholtz & Company
Connecticut
$311K +$248K 1 0.12% New
2563
SC
Schulhoff & Co
Ohio
$311K $0 1 0.16% Maintained
2564
ACM
Arlington Capital Management
Illinois
$310K -$226K 1 0.42% Reduced
2565
LAM
L2 Asset Management
Massachusetts
$310K +$225K 1 0.21% New
2566
PP
PrairieView Partners
Minnesota
$309K -$25.6K 1 0.05% Reduced
2567
SAM
S.A. Mason
Michigan
$309K +$12.8K 2 0.26% Increased
2568
TA
Townsend & Associates
Colorado
$309K $0 1 0.23% Maintained
2569
FPGK
Financial Partners Group (Kansas)
Kansas
$308K -$73.2K 1 0.09% Reduced
2570
XM
XTX Markets
New York
$308K +$301K 1 0.63% New
2571
GG
GenWealth Group
New Jersey
$307K +$223K 1 0.1% New
2572
NFP
Novak Financial Planning
Maryland
$306K +$222K 1 0.18% New
2573
BDFN
Bond & Devick Financial Network
Minnesota
$304K +$289K 1 0.35% New
2574
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$303K $0 1 0% Maintained
2575
KTC
Kistler-Tiffany Companies
Pennsylvania
$302K +$65.2K 6 0.09% Increased