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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
2726
IHL
Investment House LLC
California
$4.52M +$2.63M 2 0.2% Increased
2727
SP
Sequent Planning
Nebraska
$4.52M +$564K 4 0.96% Increased
2728
BHA
Beech Hill Advisors
New York
$4.51M -$68.2K 2 1.99% Reduced
2729
MAM
McLaughlin Asset Management
Illinois
$4.51M +$856K 4 3.11% Increased
2730
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$4.51M +$1.29M 3 0.18% Increased
2731
SCP
Stamos Capital Partners
California
$4.5M -$501K 2 0.69% Reduced
2732
MIG
Mariner Investment Group
New York
$4.5M +$1.79M 2 0.97% Increased
2733
TF
TLWM Financial
Texas
$4.5M +$992K 2 0.73% Increased
2734
MFA
Millington Financial Advisors
Illinois
$4.49M -$204K 1 1.77% Reduced
2735
DIM
DLK Investment Management
California
$4.49M +$1.27M 3 1.91% Increased
2736
AAG
Asset Advisory Group
New Jersey
$4.49M $0 1 1.96% Maintained
2737
DA
Dover Advisors
Virginia
$4.49M +$158K 2 1.84% Increased
2738
GC
GMT Capital
Georgia
$4.49M $0 1 0.23% Maintained
2739
NFG
Northbridge Financial Group
Florida
$4.48M +$508K 2 1.72% Increased
2740
VP
Verum Partners
North Carolina
$4.48M -$55.5K 3 0.67% Reduced
2741
CCT
Capital City Trust
Florida
$4.47M +$187K 3 0.93% Increased
2742
EC
EntryPoint Capital
New York
$4.47M -$1.55M 9 1.08% Reduced
2743
S
Sunpointe
Missouri
$4.46M -$32.5K 4 1.27% Reduced
2744
A
Argentarii
Ohio
$4.45M +$84.3K 4 1.34% Increased
2745
RZH
Relyea Zuckerberg Hanson
Connecticut
$4.45M +$168K 3 0.37% Increased
2746
BFO
Biltmore Family Office
North Carolina
$4.45M +$413K 4 0.58% Increased
2747
AB
Atlas Brown
Kentucky
$4.43M +$90.9K 3 1.19% Increased
2748
FWM
Foguth Wealth Management
Michigan
$4.42M +$256K 3 0.5% Increased
2749
CWA
Clarus Wealth Advisors
Arizona
$4.41M +$75.4K 2 1.7% Increased
2750
HP
Havemeyer Place
Connecticut
$4.41M +$91.4K 3 0.44% Increased