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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
2651
AP
Arlington Partners
Alabama
$379K +$169K 2 0.11% Increased
2652
LOPW
Live Oak Private Wealth
North Carolina
$377K -$45.2K 1 0.08% Reduced
2653
APP
Alpha Paradigm Partners
Illinois
$374K +$210K 2 0.15% Increased
2654
NEWAS
N.E.W. Advisory Services
Wisconsin
$374K -$130K 1 0.06% Reduced
2655
BOM
Bank of Marin
California
$373K $0 1 0.27% Maintained
2656
BWM
Baystate Wealth Management
Massachusetts
$373K -$14.8K 6 0.04% Reduced
2657
IA
IFS Advisors
Kansas
$373K $0 1 0.24% Maintained
2658
OFW
Omnia Family Wealth
Florida
$371K -$44.5K 1 0.26% Reduced
2659
TCM
TD Capital Management
Tennessee
$371K +$3.53K 2 0.05% Increased
2660
LC
Landaas & Company
Wisconsin
$370K $0 1 0.21% Maintained
2661
PPW
Parcion Private Wealth
Washington
$370K +$50.1K 1 0.03% Increased
2662
Simplify Asset Management
Simplify Asset Management
Nevada
$370K -$706 1 0.03% Reduced
2663
FPFS
First Personal Financial Services
North Carolina
$369K -$1K 2 0.09% Reduced
2664
CBA
Coastal Bridge Advisors
Connecticut
$368K -$3.53K 1 0.09% Reduced
2665
JSC
Jackson Square Capital
California
$368K $0 1 0.12% Maintained
2666
Destination Wealth Management
Destination Wealth Management
California
$366K +$333K 1 0.01% New
2667
EBA
Eagle Bay Advisors
New York
$366K +$135K 8 0.21% Increased
2668
HA
HYA Advisors
Missouri
$366K +$49.4K 1 0.15% Increased
2669
DWM
Dorchester Wealth Management
Quebec, Canada
$365K -$109K 1 0.09% Reduced
2670
W
WealthOne
New York
$364K -$31.1K 1 0.14% Reduced
2671
RWRC
R.W. Roge & Company
New York
$363K +$297K 1 0.22% New
2672
AG
Appleton Group
Wisconsin
$362K -$25.9K 1 0.31% Reduced
2673
EP
EPIQ Partners
Minnesota
$361K +$3.53K 1 0.17% Increased
2674
IAMOG
Investors Asset Management of Georgia
Georgia
$361K +$144K 2 0.19% Increased
2675
LS
Leelyn Smith
Illinois
$361K +$13.4K 3 0.1% Increased