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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
2801
FSA
Financial Security Advisor
Virginia
$4.21M +$621K 3 0.68% Increased
2802
FCG
Fielder Capital Group
Tennessee
$4.21M -$595 5 0.91% Reduced
2803
RK Capital Management (Florida)
RK Capital Management (Florida)
Florida
$4.21M +$3.98M 1 0.04% New
2804
CC
Clearline Capital
New York
$4.21M +$4.36M 2 0.25% Increased
2805
DW30
Drucker Wealth 3.0
New Jersey
$4.2M +$433K 5 0.66% Increased
2806
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$4.2M +$3.92M 3 0.34% New
2807
AWM
Atticus Wealth Management
Florida
$4.2M +$6.1K 4 1% Increased
2808
1WM
1900 Wealth Management
Texas
$4.2M +$832K 4 0.23% Increased
2809
LRIC
Long Road Investment Counsel
Michigan
$4.19M $0 1 1.55% Maintained
2810
CRCM
Crystal Rock Capital Management
Illinois
$4.19M $0 2 2.14% Maintained
2811
AC
Arjuna Capital
North Carolina
$4.18M -$2.08M 2 0.94% Reduced
2812
RIM
Rockbridge Investment Management
New York
$4.18M +$47.4K 2 0.34% Increased
2813
KWM
KFG Wealth Management
Indiana
$4.18M +$332K 6 0.47% Increased
2814
CW
CrossGen Wealth
North Carolina
$4.17M -$530K 4 3.24% Reduced
2815
CPRC
Consolidated Portfolio Review Corp
New York
$4.17M $0 1 0.35% Maintained
2816
Vanguard National Trust
Vanguard National Trust
Pennsylvania
$4.16M -$261K 5 0.23% Reduced
2817
MWM
MinichMacGregor Wealth Management
New York
$4.16M -$117K 3 0.63% Reduced
2818
RWM
RKL Wealth Management
Pennsylvania
$4.16M +$63.3K 2 0.33% Increased
2819
ATC
Adirondack Trust Company
New York
$4.15M +$71.9K 6 1.24% Increased
2820
JRPIM
Journey Retirement Planning & Investment Management
Idaho
$4.14M +$131K 2 3.23% Increased
2821
FG
Formula Growth
Quebec, Canada
$4.14M -$1.28M 3 1.46% Reduced
2822
MAMA
Myriad Asset Management Advisors
Florida
$4.14M +$42.3K 1 0.98% Increased
2823
FP
Financial Perspectives
Minnesota
$4.13M +$103K 4 1% Increased
2824
BWM
Bernard Wealth Management
Michigan
$4.13M +$2.99M 4 1.52% Increased
2825
AG
AmeriFlex Group
Nevada
$4.13M +$154K 13 1.69% Increased