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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
2826
CCA
Column Capital Advisors
Indiana
$231K +$20.8K 4 0.05% Increased
2827
GFPC
Global Financial Private Client
Florida
$230K +$54.1K 3 0.13% Increased
2828
EBA
Eagle Bay Advisors
New York
$230K +$216K 7 0.18% New
2829
MKC
M. Kraus & Co
Vermont
$230K +$18.2K 1 0.08% Increased
2830
UFA
US Financial Advisors
Massachusetts
$230K $0 1 0.11% Maintained
2831
WCM
Whitener Capital Management
North Carolina
$230K +$18.2K 1 0.09% Increased
2832
GGI
Godsey & Gibb Inc
Virginia
$228K -$20.8M 1 0.14% Reduced
2833
YMRC
Yorktown Management & Research Company
Virginia
$228K +$218K 1 0.18% New
2834
BBP
Banco BTG Pactual
Brazil
$226K +$216K 1 0.15% New
2835
PG
Prostatis Group
Maryland
$226K -$26.7K 1 0.15% Reduced
2836
SDAM
Shulman DeMeo Asset Management
New York
$225K $0 1 0.09% Maintained
2837
RRCM
Rappaport Reiches Capital Management
Illinois
$225K +$216K 1 0.24% New
2838
BONH
Bank of New Hampshire
New Hampshire
$224K +$218K 1 0.06% New
2839
LFGH
Lee Financial Group Hawaii
Hawaii
$224K +$215K 1 0.16% New
2840
SL
Savior LLC
Massachusetts
$224K -$9.4K 6 0.19% Reduced
2841
SAM
Smithbridge Asset Management
Pennsylvania
$224K +$217K 1 0.07% New
2842
DWP
Destiny Wealth Partners
Florida
$222K +$38.2K 1 0.04% Increased
2843
ECML
Eagle Capital Management (Louisiana)
Louisiana
$221K $0 1 0.06% Maintained
2844
FDCC
Foster Dykema Cabot & Co
Massachusetts
$221K $0 1 0.03% Maintained
2845
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$221K $0 1 0.02% Maintained
2846
NCM
Nelson Capital Management
California
$221K $0 1 0.04% Maintained
2847
NC
NovaPoint Capital
Georgia
$221K $0 1 0.09% Maintained
2848
AL
ACAS LLC
California
$220K $0 1 0.31% Maintained
2849
AP
Arlington Partners
Alabama
$220K -$87.9K 2 0.08% Reduced
2850
JF
JSF Financial
California
$220K -$56K 1 0.13% Reduced