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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
NC
NovaPoint Capital
Georgia
$217K +$245K 1 0.1% New
2802
TP
Tranquility Partners
Tennessee
$217K +$202K 1 0.14% New
2803
AL
ACAS LLC
California
$216K +$244K 1 0.34% New
2804
BWA
Bordeaux Wealth Advisors
California
$216K +$244K 1 0.15% New
2805
CBT
Capital Bank & Trust
California
$216K +$202K 1 0% New
2806
AC
Alexandria Capital
Virginia
$215K +$201K 1 0.02% New
2807
QAM
QCI Asset Management
New York
$215K -$39.9K 1 0.01% Reduced
2808
BFO
Biltmore Family Office
North Carolina
$214K -$22.6K 1 0.07% Reduced
2809
RWRC
R.W. Roge & Company
New York
$214K +$3.77K 1 0.14% Increased
2810
EWF
Epstein & White Financial
California
$213K -$18.8K 1 0.06% Reduced
2811
WW
Westshore Wealth
California
$213K +$240K 1 0.12% New
2812
CTFG
Capstone Triton Financial Group
Oklahoma
$211K -$165K 1 0.14% Reduced
2813
B
Brightworth
Georgia
$210K +$3.01K 1 0.02% Increased
2814
BWM
BT Wealth Management
Georgia
$210K +$237K 1 0.07% New
2815
CCM
Crossvault Capital Management
Texas
$210K -$82.9K 1 0.07% Reduced
2816
SW
SlateStone Wealth
Florida
$210K -$15.1K 1 0.05% Reduced
2817
AC
Addison Capital
Pennsylvania
$209K +$192K 1 0.12% New
2818
Destination Wealth Management
Destination Wealth Management
California
$209K -$385K 1 0.01% Reduced
2819
FM
Family Management
New York
$208K +$235K 1 0.07% New
2820
MKC
M. Kraus & Co
Vermont
$208K +$16.6K 1 0.08% Increased
2821
OFG
Omega Financial Group
California
$208K +$234K 1 0.11% New
2822
TFA
Tobias Financial Advisors
Florida
$208K +$8.29K 1 0.09% Increased
2823
CVM
Cheviot Value Management
California
$207K +$193K 1 0.06% New
2824
DHFB
Dixon Hubard Feinour & Brown
Virginia
$207K +$233K 1 0.05% New
2825
GG
Greenwood Gearhart
Arkansas
$207K $0 1 0.04% Maintained