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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
EWM
Elite Wealth Management
Washington
$295K +$1.95K 1 0.03% Increased
2702
Lazard Frères Gestion
Lazard Frères Gestion
France
$295K -$114K 1 0.01% Reduced
2703
LBC
Lawrence B. Cohen
$294K -$171K 1 0.15% Reduced
2704
PA
Perennial Advisors
New York
$294K $0 2 0.09% Maintained
2705
BCM
BTR Capital Management
California
$292K +$280K 1 0.04% New
2706
CP
Covalent Partners
Massachusetts
$292K +$293K 1 0.26% New
2707
KPWG
KFA Private Wealth Group
Virginia
$292K -$6.51K 1 0.16% Reduced
2708
LC
Lincoln Capital
Nebraska
$292K $0 1 0.08% Maintained
2709
SWM
Selective Wealth Management
Virginia
$292K +$278K 3 0.23% Increased
2710
BCM
Blume Capital Management
California
$291K -$13.4K 3 0.11% Reduced
2711
FPGK
Financial Partners Group (Kansas)
Kansas
$291K +$33.2K 1 0.07% Increased
2712
IBOK
Independence Bank of Kentucky
Kentucky
$291K -$24.3K 4 0.13% Reduced
2713
IAP
Indie Asset Partners
Indiana
$291K $0 1 0.24% Maintained
2714
BO
BRR OpCo
Ohio
$290K -$261K 1 0.03% Reduced
2715
DE
Day & Ennis
Georgia
$290K $0 1 0.1% Maintained
2716
PG
Proffitt & Goodson
Tennessee
$290K -$6.23K 2 0.05% Reduced
2717
SP
Successful Portfolios
Florida
$290K $0 1 0.18% Maintained
2718
TC
Truvestments Capital
Florida
$290K -$1.55K 5 0.16% Reduced
2719
SCM
Spreng Capital Management
Ohio
$289K $0 1 0.19% Maintained
2720
TWP
Tempus Wealth Planning
California
$289K +$11.7K 1 0.19% Increased
2721
BFG
Bouchey Financial Group
New York
$288K -$46.2K 1 0.05% Reduced
2722
HCP
Holt Capital Partners
Texas
$286K $0 1 0.05% Maintained
2723
IFA
Interactive Financial Advisors
Illinois
$286K $0 1 0.12% Maintained
2724
AWM
Activest Wealth Management
Florida
$285K -$106K 1 0.21% Reduced
2725
FSA
Franklin Street Advisors
North Carolina
$285K -$231K 1 0.02% Reduced