← All themes

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
LPT
Legacy Private Trust
Wisconsin
$285K $0 1 0.02% Maintained
2727
SIM
Stratos Investment Management
Ohio
$285K +$39.8K 1 0.08% Increased
2728
FFG
Ford Financial Group
California
$284K +$34.6K 4 0.11% Increased
2729
JWM
JGP Wealth Management
Oregon
$284K +$24.1K 1 0.06% Increased
2730
HP
HT Partners
Connecticut
$283K +$272K 1 0.09% New
2731
LWAM
Legacy Wealth Asset Management
Minnesota
$283K -$514K 1 0.13% Reduced
2732
SCA
Sippican Capital Advisors
Massachusetts
$283K -$6.51K 1 0.25% Reduced
2733
CT
Columbia Trust
Oregon
$282K -$21.3K 1 0.16% Reduced
2734
PIM
Perpetual Investment Management
Australia
$282K -$257K 1 0.04% Reduced
2735
SFO
Standard Family Office
South Dakota
$281K -$39.2K 4 0.06% Reduced
2736
SIM
Seaview Investment Managers
Florida
$280K +$270K 1 0.14% New
2737
PA
Parkside Advisors
California
$279K -$9.77K 1 0.09% Reduced
2738
HFG
Heron Financial Group
New York
$278K $0 1 0.16% Maintained
2739
PA
Probity Advisors
Texas
$278K -$44.1K 1 0.06% Reduced
2740
RIS
Retirement Income Solutions
Michigan
$278K $0 1 0.1% Maintained
2741
VBFG
Vishria Bird Financial Group
Tennessee
$278K -$61.9K 1 0.14% Reduced
2742
TIA
Traphagen Investment Advisors
New Jersey
$278K -$20.8K 1 0.05% Reduced
2743
FI
Financial Insights
Washington
$277K +$256K 2 0.23% New
2744
DFA
Delta Financial Advisors
Louisiana
$277K +$13K 1 0.12% Increased
2745
LWM
Loveless Wealth Management
Montana
$275K +$32.6K 1 0.17% Increased
2746
GWM
GSB Wealth Management
Connecticut
$274K +$24.1K 1 0.09% Increased
2747
CHA
Carmichael Hill & Associates
Maryland
$273K +$8.69K 2 0.14% Increased
2748
PIFP
Partners in Financial Planning
Virginia
$272K +$261K 1 0.09% New
2749
FBC
Fairfield, Bush & Co
Connecticut
$270K -$1.11M 1 0.07% Reduced
2750
CFO
Collective Family Office
Pennsylvania
$269K $0 1 0.12% Maintained