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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
GL
Graypoint LLC
New York
$250K +$282K 1 0.04% New
2727
PC
Pecaut & Co
Iowa
$250K $0 1 0.18% Maintained
2728
VC
Vicus Capital
Pennsylvania
$250K -$172K 1 0.03% Reduced
2729
WCM
Windsor Capital Management
Arizona
$250K $0 1 0.09% Maintained
2730
PG
Prostatis Group
Maryland
$249K +$281K 1 0.2% New
2731
CFA
CWS Financial Advisors
Michigan
$249K -$2.58K 1 0.11% Reduced
2732
EFG
Everhart Financial Group
Ohio
$249K +$28.6K 1 0.22% Increased
2733
OMIC
Old Mission Investment Co
Michigan
$249K -$12.8K 1 0.12% Reduced
2734
1SB
1ST Source Bank
Indiana
$248K -$24.2K 1 0.02% Reduced
2735
BIA
Barry Investment Advisors
Massachusetts
$248K -$275K 1 0.07% Reduced
2736
LMAM
Legg Mason Asset Management
Japan
$248K +$279K 1 0.27% New
2737
WFC
Western Financial Corp
California
$248K $0 1 0.15% Maintained
2738
AFIA
America First Investment Advisors
Nebraska
$247K $0 1 0.07% Maintained
2739
AAM
Aureus Asset Management
Massachusetts
$247K +$279K 1 0.02% New
2740
ST
Sabal Trust
Florida
$247K $0 1 0.02% Maintained
2741
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$246K +$5.86K 2 0.19% Increased
2742
MSA
Marino Stram & Associates
Massachusetts
$246K -$37.7K 1 0.1% Reduced
2743
VCP
Vista Capital Partners
Oregon
$246K +$277K 1 0.04% New
2744
CMG
Cavalry Management Group
California
$245K +$278K 1 0.02% New
2745
CMO
Covenant Multifamily Offices
Texas
$245K +$276K 1 0.05% New
2746
FFG
Ford Financial Group
California
$245K +$42.9K 1 0.11% Increased
2747
NEIRG
New England Investment & Retirement Group
Massachusetts
$245K -$21.8K 1 0.06% Reduced
2748
PCM
Palouse Capital Management
Washington
$245K -$5.17K 1 0.11% Reduced
2749
GWM
GSB Wealth Management
Connecticut
$244K +$276K 1 0.08% New
2750
UBG
United Bank (Georgia)
Georgia
$244K +$275K 1 0.17% New