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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
2601
SAM
Secure Asset Management
Michigan
$412K -$214K 1 0.2% Reduced
2602
NC
NinePointTwo Capital
California
$411K $0 1 0.16% Maintained
2603
RDFA
Ritter Daniher Financial Advisory
Ohio
$411K +$3.53K 1 0.3% Increased
2604
LA
Legacy Advisors
Pennsylvania
$407K +$3.53K 1 0.16% Increased
2605
RHDIC
R.H. Dinel Investment Counsel
California
$407K $0 1 0.31% Maintained
2606
TC
Trust Company
Kansas
$407K $0 1 0.1% Maintained
2607
CAL
Capital Advisors Ltd
Ohio
$406K +$522K 4 0.07% Increased
2608
DW
Domani Wealth
Pennsylvania
$406K $0 1 0.09% Maintained
2609
LB
Leo Brokerage
Texas
$403K +$22.9K 1 0.07% Increased
2610
SFWC
Strategic Family Wealth Counselors
New Jersey
$403K -$24K 1 0.14% Reduced
2611
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
$402K $0 1 0.14% Maintained
2612
FWM
Fairhaven Wealth Management
Illinois
$402K +$10.6K 1 0.17% Increased
2613
HR
Howe & Rusling
New York
$402K -$20.6K 9 0.05% Reduced
2614
Lazard Frères Gestion
Lazard Frères Gestion
France
$402K $0 1 0.01% Maintained
2615
SSCA
South Shore Capital Advisors
Massachusetts
$402K +$2.82K 1 0.73% Increased
2616
MIM
Macroview Investment Management
Maryland
$401K -$85.6K 2 0.52% Reduced
2617
ONST
Old North State Trust
North Carolina
$400K $0 2 0.36% Maintained
2618
ACS
Archford Capital Strategies
Illinois
$399K +$1.92K 1 0.09% Increased
2619
PD
Planning Directions
Pennsylvania
$399K +$15.5K 1 0.29% Increased
2620
AWA
Acorn Wealth Advisors
Michigan
$398K -$2.82K 1 0.28% Reduced
2621
ACM
Anfield Capital Management
California
$397K -$9.88K 1 0.12% Reduced
2622
PBF
Petix & Botte Financial
California
$397K +$360K 1 0.13% New
2623
FFA
Freedman Financial Associates
Massachusetts
$395K +$680 4 0.29% Increased
2624
SWM
Salvus Wealth Management
New Jersey
$395K $0 1 0.32% Maintained
2625
BWP
Baldwin Wealth Partners
Massachusetts
$394K -$21.4K 4 0.04% Reduced