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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
KCM
Kathmere Capital Management
Pennsylvania
$167K +$2.56K 1 0.04% Increased
2802
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$167K -$5.36M 3 0.05% Reduced
2803
TIAM2
Tru Independence Asset Management 2
Oregon
$166K +$122K 4 0.14% New
2804
APC
Aspire Private Capital
North Carolina
$165K -$7.23K 2 0.06% Reduced
2805
CWP
Concord Wealth Partners
Virginia
$165K +$138K 6 0.13% New
2806
DWP
Destiny Wealth Partners
Florida
$164K +$120K 2 0.03% New
2807
TVWM
Tower View Wealth Management
Wisconsin
$159K $0 1 0.09% Maintained
2808
HGWM
Harvest Group Wealth Management
Massachusetts
$157K +$3.21K 10 0.09% Increased
2809
DSC
Duncker Streett & Co
Missouri
$154K +$11.9K 3 0.03% Increased
2810
PFSC
Peoples Financial Services Corp
Pennsylvania
$153K +$13.6K 2 0.07% Increased
2811
HWM
HighMark Wealth Management
Minnesota
$148K -$51.7K 2 0.13% Reduced
2812
OGC
One68 Global Capital
New York
$147K +$80.7K 1 0.3% New
2813
ICM
Islay Capital Management
Texas
$144K -$99.2K 3 0.13% Reduced
2814
BHWM
Bay Harbor Wealth Management
Maryland
$143K -$50.1K 3 0.07% Reduced
2815
TI
tru Independence
Oregon
$141K +$160K 2 0.26% Increased
2816
Caxton Associates (New York)
Caxton Associates (New York)
New York
$139K -$608K 1 0.01% Reduced
2817
FP
Fiduciary Planning
Florida
$139K +$43K 2 0.2% Increased
2818
YCM
Yaupon Capital Management
New York
$139K +$85.7K 1 0.07% New
2819
GAM
GVO Asset Management
Switzerland
$130K +$133K 1 0.09% New
2820
FEG
Financial Enhancement Group
Indiana
$128K $0 1 0.03% Maintained
2821
SMG
Spectrum Management Group
Indiana
$128K +$1.02K 1 0.03% Increased
2822
AW
Avion Wealth
Texas
$123K -$64K 1 0.04% Reduced
2823
CP
Corbenic Partners
Pennsylvania
$121K -$27.1K 1 0.05% Reduced
2824
EIP
Ellis Investment Partners
Pennsylvania
$120K +$791 2 0.04% Increased
2825
CFG
CKW Financial Group
Hawaii
$116K $0 1 0.02% Maintained