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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
RG
Retirement Group
California
$464K +$706 2 0.21% Increased
2552
ZCA
Zeke Capital Advisors
Pennsylvania
$464K +$65K 1 0.03% Increased
2553
TC
Truvestments Capital
Florida
$463K +$135K 4 0.26% Increased
2554
VCM
Vigilant Capital Management
Maine
$463K +$59.1K 4 0.04% Increased
2555
GGI
Godsey & Gibb Inc
Virginia
$461K +$184K 1 0.21% Increased
2556
BSSFA
Baron Silver Stevens Financial Advisors
Florida
$459K -$67.1K 1 0.12% Reduced
2557
Causeway Capital Management
Causeway Capital Management
California
$458K -$12.3M 1 0.01% Reduced
2558
WCM
Washburn Capital Management
Florida
$458K $0 1 0.3% Maintained
2559
EPWM
Essex Private Wealth Management
Massachusetts
$455K -$7.06K 1 0.41% Reduced
2560
GM
Granger Management
New York
$453K $0 1 0.08% Maintained
2561
Howard Capital Management
Howard Capital Management
Georgia
$453K +$297K 1 0.07% New
2562
YMRC
Yorktown Management & Research Company
Virginia
$453K +$283K 1 0.34% Increased
2563
LFA
Landmark Financial Advisors
Kentucky
$451K $0 2 0.24% Maintained
2564
JFA
JNBA Financial Advisors
Minnesota
$450K -$6.36K 3 0.06% Reduced
2565
ACM
Alethea Capital Management
Washington
$448K -$112K 1 0.39% Reduced
2566
ACM
AUA Capital Management
Pennsylvania
$447K -$48K 4 0.28% Reduced
2567
PWA
Peterson Wealth Advisors
Utah
$446K $0 1 0.15% Maintained
2568
SCM
SOL Capital Management
Maryland
$446K $0 1 0.09% Maintained
2569
BMC
Benin Management Corp
Connecticut
$444K $0 1 0.14% Maintained
2570
CAC
Core Alternative Capital
Georgia
$443K +$57.2K 1 0.09% Increased
2571
QAM
Q3 Asset Management
Michigan
$440K +$36K 1 0.21% Increased
2572
SIAG
Safeguard Investment Advisory Group
California
$439K -$16.2K 1 0.28% Reduced
2573
FNBOSM
First National Bank of South Miami
Florida
$438K +$103K 2 0.29% Increased
2574
NCM
Northside Capital Management
Oregon
$438K $0 1 0.12% Maintained
2575
EL
Essex LLC
Illinois
$435K +$396K 1 0.12% New