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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
WSC
Wellington Shields & Co
New York
$238K -$17K 1 0.09% Reduced
2702
EFG
Everhart Financial Group
Ohio
$237K +$172K 1 0.22% New
2703
PIG
Pantheon Investment Group
California
$237K +$172K 1 0.26% New
2704
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$236K -$44.2K 2 0.18% Reduced
2705
NEWAS
N.E.W. Advisory Services
Wisconsin
$236K +$172K 1 0.05% New
2706
SW
SlateStone Wealth
Florida
$236K +$172K 1 0.06% New
2707
GFS
GYL Financial Synergies
Connecticut
$234K +$170K 1 0.13% New
2708
HPCM
High Pointe Capital Management
Illinois
$234K +$177K 1 0.22% New
2709
KPWG
KFA Private Wealth Group
Virginia
$234K +$169K 1 0.15% New
2710
SCM
Spreng Capital Management
Ohio
$234K +$220K 1 0.18% New
2711
ACM
Argyle Capital Management
Pennsylvania
$233K $0 1 0.09% Maintained
2712
LPT
Legacy Private Trust
Wisconsin
$233K +$214K 1 0.02% New
2713
WCAMG
Woodard & Company Asset Management Group
North Carolina
$233K +$169K 1 0.14% New
2714
KFS
Kelly Financial Services
Massachusetts
$232K +$1.38K 3 0.16% Increased
2715
Seizert Capital Partners
Seizert Capital Partners
Michigan
$231K +$213K 1 0.01% New
2716
ECML
Eagle Capital Management (Louisiana)
Louisiana
$229K +$166K 1 0.08% New
2717
FDCC
Foster Dykema Cabot & Co
Massachusetts
$229K +$166K 1 0.03% New
2718
IBOK
Independence Bank of Kentucky
Kentucky
$229K -$11.3K 2 0.12% Reduced
2719
NCM
Nelson Capital Management
California
$229K +$166K 1 0.05% New
2720
RCM
Riverpark Capital Management
New York
$228K -$73.7K 1 0.1% Reduced
2721
SFP
Sandbox Financial Partners
Maryland
$227K +$164K 1 0.21% New
2722
SFA
Seneca Financial Advisors
New York
$227K +$164K 1 0.17% New
2723
4WM
44 Wealth Management
Oregon
$226K +$212K 1 0.1% New
2724
KC
Kingfisher Capital
North Carolina
$226K +$164K 1 0.07% New
2725
MKA
M. Kulyk & Associates
Georgia
$226K +$164K 1 0.13% New