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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
PPW
Parcion Private Wealth
Washington
$243K -$753 1 0.03% Reduced
2752
SIAM
Sterling Investment Advisors (Missouri)
Missouri
$243K $0 1 0.15% Maintained
2753
GFS
GYL Financial Synergies
Connecticut
$242K +$23.3K 1 0.13% Increased
2754
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$242K +$61.2K 3 0.07% Increased
2755
FCM
Fortis Capital Management
Washington
$241K +$42.2K 1 0.14% Increased
2756
RPCA
Running Point Capital Advisors
California
$241K +$753 1 0.13% Increased
2757
Klingman & Associates
Klingman & Associates
New York
$240K +$33.1K 1 0.02% Increased
2758
AWM
Aevitas Wealth Management
Massachusetts
$239K $0 1 0.17% Maintained
2759
NQWM
Northwest Quadrant Wealth Management
Oregon
$238K +$220K 1 0.07% New
2760
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$237K $0 1 0.12% Maintained
2761
LWM
Loveless Wealth Management
Montana
$237K +$3.77K 1 0.16% Increased
2762
MRCM
M&R Capital Management
New Jersey
$237K -$125K 2 0.06% Reduced
2763
TPW
Tiller Private Wealth
Pennsylvania
$237K +$267K 1 0.3% New
2764
AWG
Altus Wealth Group
Colorado
$236K -$54.6K 1 0.23% Reduced
2765
LOIM
Liberty One Investment Management
Illinois
$236K +$104K 1 0.04% Increased
2766
ATFA
All Terrain Financial Advisors
Minnesota
$235K +$265K 1 0.11% New
2767
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$235K -$13.7M 1 0.02% Reduced
2768
CAC
Core Alternative Capital
Georgia
$234K +$264K 1 0.07% New
2769
CM
Crestline Management
Texas
$234K +$264K 1 0.03% New
2770
Meitav Investment House
Meitav Investment House
Israel
$233K +$263K 1 0.01% New
2771
Simplify Asset Management
Simplify Asset Management
Nevada
$233K +$52.7K 1 0.09% Increased
2772
OFS
Orrstown Financial Services
Pennsylvania
$231K +$213K 1 0.33% New
2773
HCA
Heck Capital Advisors
Wisconsin
$230K +$260K 1 0.05% New
2774
BFA
Benedict Financial Advisors
Georgia
$230K $0 1 0.07% Maintained
2775
KFS
Kelly Financial Services
Massachusetts
$230K +$10.5K 3 0.14% Increased