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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
2851
BFA
Benedict Financial Advisors
Georgia
$250K -$4.18K 1 0.07% Reduced
2852
IF
Insight Folios
North Carolina
$250K +$227K 1 0.14% New
2853
SCP
Syntal Capital Partners
Texas
$250K -$1.51M 1 0.09% Reduced
2854
MAS
Managed Account Services
Florida
$249K +$227K 1 0.07% New
2855
SIP
Stoneridge Investment Partners
Pennsylvania
$249K -$352K 1 0.12% Reduced
2856
TFCP
Twin Focus Capital Partners
Massachusetts
$249K +$227K 1 0.06% New
2857
SFA
Seneca Financial Advisors
New York
$248K -$1.41K 1 0.16% Reduced
2858
PG
Prostatis Group
Maryland
$247K -$9.88K 1 0.15% Reduced
2859
KFS
Kelly Financial Services
Massachusetts
$246K $0 3 0.14% Maintained
2860
SFG
Sovereign Financial Group
Connecticut
$246K +$224K 1 0.14% New
2861
LMAM
Legg Mason Asset Management
Japan
$244K -$18.4K 1 0.28% Reduced
2862
SW
SlateStone Wealth
Florida
$244K $0 1 0.06% Maintained
2863
TCM
Telos Capital Management
California
$244K -$338K 1 0.03% Reduced
2864
SPC
Stewart & Patten Company
California
$242K $0 1 0.04% Maintained
2865
DHFB
Dixon Hubard Feinour & Brown
Virginia
$241K +$706 1 0.05% Increased
2866
OFG
Omega Financial Group
California
$241K $0 1 0.11% Maintained
2867
AF
Apexium Financial
Texas
$240K +$219K 1 0.14% New
2868
DR
Davis Rea
Ontario, Canada
$240K +$7.06K 1 0.12% Increased
2869
IA
Inspire Advisors
Idaho
$240K +$218K 1 0.08% New
2870
JHCP
Jackson Hole Capital Partners
Oklahoma
$240K $0 1 0.08% Maintained
2871
MWM
Marietta Wealth Management
Georgia
$240K -$3.53K 1 0.05% Reduced
2872
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$240K +$218K 1 0.09% New
2873
AC
Addison Capital
Pennsylvania
$239K $0 1 0.11% Maintained
2874
Apollo Management Holdings
Apollo Management Holdings
New York
$239K -$934K 1 0% Reduced
2875
Fenimore Asset Management
Fenimore Asset Management
New York
$239K $0 1 0.01% Maintained