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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
2751
KC
Kepler Cheuvreux
$4.4M -$1.09M 1 0.25% Reduced
2752
CT
Coastline Trust
Rhode Island
$4.4M +$28.5K 5 0.39% Increased
2753
TPM
Totem Point Management
New York
$4.39M +$3.09M 1 2.69% Increased
2754
JAG
Journey Advisory Group
Kentucky
$4.39M +$178K 3 0.34% Increased
2755
CI
Corient IA
Florida
$4.38M $0 6 4.04% Maintained
2756
VIP
Vista Investment Partners
Oklahoma
$4.38M +$4.77K 2 1.1% Increased
2757
NWM
Northcape Wealth Management
New York
$4.38M -$34.4K 2 1.15% Reduced
2758
FF
Farrow Financial
Vermont
$4.38M -$961K 1 2.34% Reduced
2759
CWP
Core Wealth Partners
California
$4.37M +$90.2K 4 1.86% Increased
2760
PK
Pflug Koory
Nebraska
$4.37M -$100K 6 1.75% Reduced
2761
CS
Capital Square
Tennessee
$4.37M +$1.69M 6 1.92% Increased
2762
LSIA
LaSalle St. Investment Advisors
Illinois
$4.36M +$147K 5 0.53% Increased
2763
SIA
Strategic Investment Advisors
Michigan
$4.36M +$234K 4 0.26% Increased
2764
MFGM
Marshall Financial Group (Maryland)
Maryland
$4.35M +$1.56M 5 0.63% Increased
2765
ARG
Advisory Resource Group
Oklahoma
$4.35M -$163K 3 0.65% Reduced
2766
CIA
Caerus Investment Advisors
Texas
$4.34M +$1.61M 5 1.44% Increased
2767
BFWM
Bright Futures Wealth Management
New York
$4.33M -$898K 5 2.8% Reduced
2768
KCL
KR Capital LP
New York
$4.32M -$12.8M 1 0.43% Reduced
2769
WTB
Washington Trust Bank
Washington
$4.32M +$15.2K 3 0.3% Increased
2770
VW
Vance Wealth
California
$4.32M -$10.6K 2 0.97% Reduced
2771
RPC
Royal Palms Capital
Montana
$4.32M -$1.19M 3 3.8% Reduced
2772
SB
Sunflower Bank
Texas
$4.32M -$56.7K 4 1.03% Reduced
2773
WFA
Wellspring Financial Advisors
Ohio
$4.31M +$855K 5 0.28% Increased
2774
BPW
Bingham Private Wealth
California
$4.31M -$406K 3 2.97% Reduced
2775
AWM
Aries Wealth Management
Maine
$4.3M $0 5 0.85% Maintained