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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
OFS
Orrstown Financial Services
Pennsylvania
$249K $0 1 0.36% Maintained
2802
UBG
United Bank (Georgia)
Georgia
$249K +$1.3K 1 0.17% Increased
2803
AC
Alexandria Capital
Virginia
$247K +$15.4K 1 0.02% Increased
2804
CFG
CKW Financial Group
Hawaii
$247K +$108K 1 0.04% Increased
2805
AWS
Arkfeld Wealth Strategies
Nebraska
$246K -$20.8K 1 0.15% Reduced
2806
AA
AF Advisors
California
$244K +$227K 1 0.12% New
2807
AWM
Aevitas Wealth Management
Massachusetts
$243K $0 1 0.16% Maintained
2808
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K +$651 1 0.1% Increased
2809
Klingman & Associates
Klingman & Associates
New York
$242K -$2.6K 1 0.02% Reduced
2810
OAM
Oak Asset Management
California
$241K +$231K 1 0.1% New
2811
MA
Mosaic Advisors
Texas
$240K +$16.9K 1 0.16% Increased
2812
HCA
Heck Capital Advisors
Wisconsin
$239K +$4.56K 1 0.05% Increased
2813
CWA
Canvas Wealth Advisors
Kansas
$239K +$229K 1 0.11% New
2814
AIA
Arbor Investment Advisors
North Carolina
$238K +$228K 1 0.05% New
2815
Fenimore Asset Management
Fenimore Asset Management
New York
$237K $0 1 0.01% Maintained
2816
TCWM
Total Clarity Wealth Management
Illinois
$237K -$69.1K 1 0.13% Reduced
2817
BPM
Bowling Portfolio Management
Ohio
$236K -$1.91M 1 0.05% Reduced
2818
NQWM
Northwest Quadrant Wealth Management
Oregon
$236K $0 1 0.07% Maintained
2819
JEST
JTC Employer Solutions Trustee
Jersey
$235K +$225K 1 0.03% New
2820
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K +$2.6K 1 0.09% Increased
2821
FNWM
Financial Network Wealth Management
Utah
$233K $0 1 0.14% Maintained
2822
LMAM
Legg Mason Asset Management
Japan
$232K -$19.5K 1 0.25% Reduced
2823
M1FG
Mach-1 Financial Group
Arkansas
$232K +$8.47K 1 0.17% Increased
2824
TP
Tranquility Partners
Tennessee
$232K $0 1 0.13% Maintained
2825
AC
Addison Capital
Pennsylvania
$231K -$3.08K 1 0.11% Reduced