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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
2626
LS
Leelyn Smith
Illinois
$302K +$30.9K 3 0.09% Increased
2627
PA
Probity Advisors
Texas
$302K +$282K 1 0.07% New
2628
TCWM
Total Clarity Wealth Management
Illinois
$302K +$38.9K 3 0.17% Increased
2629
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$300K +$339K 1 0.03% New
2630
MLIC
Mandatum Life Insurance Company
Finland
$300K -$1.11M 1 0.06% Reduced
2631
SFO
Standard Family Office
South Dakota
$299K +$12K 5 0.07% Increased
2632
AP
Arlington Partners
Alabama
$298K +$319K 2 0.11% New
2633
CAWM
Capital Advisors Wealth Management
Washington
$297K +$335K 1 0.13% New
2634
DJYG
David J. Yvars Group
Florida
$297K -$50.5K 1 0.19% Reduced
2635
SCM
SKBA Capital Management
California
$297K -$77.3K 1 0.05% Reduced
2636
VWM
Vigilare Wealth Management
Arizona
$296K -$769K 1 0.21% Reduced
2637
HCA
Horan Capital Advisors
Ohio
$295K $0 1 0.14% Maintained
2638
TIA
Traphagen Investment Advisors
New Jersey
$295K -$110K 1 0.05% Reduced
2639
KPWG
KFA Private Wealth Group
Virginia
$294K +$82.1K 1 0.17% Increased
2640
LAM
L2 Asset Management
Massachusetts
$294K $0 1 0.3% Maintained
2641
MAP
Milestone Advisory Partners
North Carolina
$293K +$290K 1 0.16% New
2642
FUBT
First United Bank & Trust
Maryland
$291K -$18.8K 1 0.12% Reduced
2643
PWA
Providence Wealth Advisors
Illinois
$291K +$45.2K 1 0.21% Increased
2644
WCFA
Walkner Condon Financial Advisors
Wisconsin
$291K +$328K 1 0.11% New
2645
GG
GenWealth Group
New Jersey
$290K $0 1 0.09% Maintained
2646
PG
Proffitt & Goodson
Tennessee
$290K -$37.7K 2 0.05% Reduced
2647
RZH
Relyea Zuckerberg Hanson
Connecticut
$290K +$71.6K 1 0.13% Increased
2648
MF
Manchester Financial
California
$289K +$13.9K 5 0.13% Increased
2649
EWM
Elite Wealth Management
Washington
$288K +$91.1K 1 0.04% Increased
2650
JSC
Jackson Square Capital
California
$288K -$2.84K 1 0.11% Reduced