← 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
2776
QCIG
Quad-Cities Investment Group
Iowa
$206K +$149K 1 0.17% New
2777
RPGK
Retirement Planning Group (Kansas)
Kansas
$206K +$149K 1 0.03% New
2778
Vaughan David Investments
Vaughan David Investments
Illinois
$206K -$128K 1 0.01% Reduced
2779
BCP
Blue Chip Partners
Michigan
$205K -$27.6K 1 0.03% Reduced
2780
CFO
CVA Family Office
Colorado
$205K -$13.2K 2 0.13% Reduced
2781
DAM
Deltec Asset Management
New York
$205K -$11K 1 0.03% Reduced
2782
FIM
Fernwood Investment Management
Massachusetts
$205K -$108K 1 0.08% Reduced
2783
PCM
Palouse Capital Management
Washington
$205K +$188K 1 0.11% New
2784
WAS
Wealth Advisory Solutions
Indiana
$205K +$149K 1 0.06% New
2785
MKC
M. Kraus & Co
Vermont
$204K +$148K 1 0.09% New
2786
PFA
Pathway Financial Advisors
Vermont
$203K +$176K 1 0.08% New
2787
SIC
Shoker Investment Counsel
Ohio
$203K +$191K 1 0.11% New
2788
T
TRUADVICE
Florida
$203K +$120K 1 0.06% New
2789
JWM
Janiczek Wealth Management
Colorado
$202K +$106K 5 0.1% Increased
2790
SIAM
Sterling Investment Advisors (Missouri)
Missouri
$202K +$184K 1 0.13% New
2791
3LCM
3D/L Capital Management
Connecticut
$200K +$154K 1 0.25% New
2792
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$198K +$143K 1 0.01% New
2793
Simplify Asset Management
Simplify Asset Management
Nevada
$197K +$143K 1 0.18% New
2794
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$184K -$28.7K 2 0.01% Reduced
2795
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$184K -$26.7K 4 0% Reduced
2796
AFM
Anson Funds Management
Texas
$181K +$204K 1 0.04% New
2797
MDCM
Morgan Dempsey Capital Management
Wisconsin
$180K -$92.8K 2 0.07% Reduced
2798
GFPC
Global Financial Private Client
Florida
$179K -$4.22K 3 0.14% Reduced
2799
CAL
Capital Advisors Ltd
Ohio
$179K $0 4 0.04% Maintained
2800
FNBOSM
First National Bank of South Miami
Florida
$175K +$7.35K 2 0.15% Increased