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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
KPWG
KFA Private Wealth Group
Virginia
$345K +$10.6K 1 0.19% Increased
2702
BA
Bluesphere Advisors
Pennsylvania
$344K +$314K 1 0.33% New
2703
HPCM
High Pointe Capital Management
Illinois
$344K $0 1 0.27% Maintained
2704
BRC
BHF RG Capital
Arizona
$343K +$312K 1 0.23% New
2705
SP
Successful Portfolios
Florida
$342K +$9.88K 1 0.2% Increased
2706
WC
Whitney & Co
New York
$341K $0 1 0.05% Maintained
2707
CAWM
Capital Advisors Wealth Management
Washington
$340K $0 1 0.12% Maintained
2708
GFS
GYL Financial Synergies
Connecticut
$340K -$9.18K 1 0.17% Reduced
2709
WCFA
Walkner Condon Financial Advisors
Wisconsin
$340K $0 1 0.17% Maintained
2710
CWC
Carolinas Wealth Consulting
North Carolina
$339K -$31.6K 7 0.08% Reduced
2711
SNT
Security National Trust
West Virginia
$339K -$1K 2 0.08% Reduced
2712
TLCM
Twin Lakes Capital Management
California
$338K +$353K 2 0.2% New
2713
FFG
Ford Financial Group
California
$337K +$13.3K 1 0.13% Increased
2714
AWM
Accel Wealth Management
Iowa
$336K -$38.2K 4 0.22% Reduced
2715
BCM
BTR Capital Management
California
$333K $0 1 0.04% Maintained
2716
LC
Lincoln Capital
Nebraska
$333K $0 1 0.09% Maintained
2717
FAT
First American Trust
California
$332K -$158K 1 0.05% Reduced
2718
AIP
Ahrens Investment Partners
Louisiana
$331K +$31.8K 1 0.16% Increased
2719
BO
BRR OpCo
Ohio
$330K $0 1 0.04% Maintained
2720
BCM
Beck Capital Management
Texas
$328K +$357K 1 0.11% New
2721
BFG
Bouchey Financial Group
New York
$328K $0 1 0.05% Maintained
2722
HP
HT Partners
Connecticut
$327K +$3.53K 1 0.1% Increased
2723
CB
Community Bank
New York
$326K +$1.79K 2 0.04% Increased
2724
IFA
Interactive Financial Advisors
Illinois
$326K $0 1 0.14% Maintained
2725
NEGWA
New England Guild Wealth Advisors
Connecticut
$326K +$17.7K 1 0.17% Increased