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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
VCG
Vantage Consulting Group
Virginia
$264K -$298K 1 0.05% Reduced
2702
HFG
Heron Financial Group
New York
$262K -$9.67K 1 0.16% Reduced
2703
HA
HYA Advisors
Missouri
$262K +$20.3K 1 0.12% Increased
2704
SM
Sabby Management
Florida
$262K +$285K 1 0.05% New
2705
IAP
Indie Asset Partners
Indiana
$261K +$24K 1 0.3% Increased
2706
DFA
Delta Financial Advisors
Louisiana
$259K +$4.52K 1 0.12% Increased
2707
PP
PrairieView Partners
Minnesota
$259K -$37.7K 1 0.04% Reduced
2708
SHWM
Silicon Hills Wealth Management
Texas
$259K +$292K 1 0.23% New
2709
CHA
Carmichael Hill & Associates
Maryland
$258K +$9.04K 2 0.14% Increased
2710
HPCM
High Pointe Capital Management
Illinois
$258K $0 1 0.23% Maintained
2711
MIM
Merrion Investment Management
New Jersey
$257K -$11K 1 0.21% Reduced
2712
RRWA
Rainey & Randall Wealth Advisors
Florida
$257K -$78.3K 1 0.14% Reduced
2713
SBWIC
Schaper Benz & Wise Investment Counsel
Wisconsin
$256K -$108K 1 0.03% Reduced
2714
ACM
Ategra Capital Management
Virginia
$256K +$288K 1 0.14% New
2715
JWM
JGP Wealth Management
Oregon
$255K -$49.7K 1 0.06% Reduced
2716
PD
Planning Directions
Pennsylvania
$254K -$29.4K 1 0.2% Reduced
2717
HCP
Holt Capital Partners
Texas
$253K +$231K 1 0.05% New
2718
EWM
Elmwood Wealth Management
California
$252K +$285K 1 0.15% New
2719
FPGK
Financial Partners Group (Kansas)
Kansas
$252K +$9.04K 1 0.07% Increased
2720
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$252K -$1.31M 1 0.07% Reduced
2721
CFO
Collective Family Office
Pennsylvania
$251K -$4.38K 1 0.12% Reduced
2722
JGIA
Jackson Grant Investment Advisers
Connecticut
$251K -$198K 2 0.12% Reduced
2723
T
TRUADVICE
Florida
$251K +$102K 1 0.07% Increased
2724
BCM
Boltwood Capital Management
California
$250K -$188K 1 0.11% Reduced
2725
EWP
Engrave Wealth Partners
Texas
$250K -$65.5K 1 0.1% Reduced