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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
2701
NIM
Niles Investment Management
Florida
$4.66M +$4.41M 1 3.78% New
2702
IWA
IVC Wealth Advisors
Pennsylvania
$4.65M +$860K 4 1.82% Increased
2703
BMWS
Brady Martz Wealth Solutions
North Dakota
$4.65M +$449K 4 0.7% Increased
2704
AW
Alchemi Wealth
Connecticut
$4.62M -$116K 2 2.17% Reduced
2705
CPIA
Cornell Pochily Investment Advisors
New York
$4.61M -$84.7K 4 1.24% Reduced
2706
KIM
Kane Investment Management
California
$4.61M +$514K 4 1.97% Increased
2707
WCFA
Walkner Condon Financial Advisors
Wisconsin
$4.61M +$249K 4 0.53% Increased
2708
SPC
Spirepoint Private Client
Florida
$4.6M +$33.8K 4 0.37% Increased
2709
BGGS
Boussard & Gavaudan Gestion SAS
France
$4.59M +$4.9M 1 0.23% New
2710
LBC
Leigh Baldwin & Co
New York
$4.59M -$275K 3 2.47% Reduced
2711
RCP
Rothschild Capital Partners
New York
$4.59M +$3.35M 3 0.98% Increased
2712
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$4.58M -$397K 3 1.18% Reduced
2713
GDCM
Galaxy Digital Capital Management
New York
$4.57M +$839K 4 2.22% Increased
2714
SWM
Sandro Wealth Management
New Jersey
$4.56M -$424K 4 3.3% Reduced
2715
AWAU
Alliance Wealth Advisors (Utah)
Utah
$4.56M -$1.07M 4 0.86% Reduced
2716
SCP
Silverleafe Capital Partners
Tennessee
$4.56M +$81.9K 3 1.24% Increased
2717
MPW
Magnolia Private Wealth
Pennsylvania
$4.56M +$2.5M 2 2.5% Increased
2718
ACM
Arlington Capital Management
Illinois
$4.55M +$4.22M 2 2.83% New
2719
MFPI
Midwest Financial Partners Investments
Minnesota
$4.55M -$46.1K 2 1.89% Reduced
2720
FM
Foster & Motley
Ohio
$4.55M +$1.64M 3 0.21% Increased
2721
ACM
ACT Capital Management
Pennsylvania
$4.54M +$4.3M 1 2.97% New
2722
PWM
Pathway Wealth Management
Texas
$4.53M -$381K 2 3.16% Reduced
2723
AFWM
Arta Finance Wealth Management
California
$4.53M +$875K 1 1.94% Increased
2724
4WM
44 Wealth Management
Oregon
$4.52M -$746K 4 1.5% Reduced
2725
AC
Avant Capital
Louisiana
$4.52M +$373K 2 2.83% Increased