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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
2901
CSPIA
Cary Street Partners Investment Advisory
Virginia
$192K +$169K 1 0.06% Increased
2902
FEG
Financial Enhancement Group
Indiana
$192K +$65.1K 1 0.04% Increased
2903
First Eagle Investment Management
First Eagle Investment Management
New York
$185K +$193K 3 0% New
2904
HWM
HighMark Wealth Management
Minnesota
$180K +$48 3 0.13% Increased
2905
JWM
Janiczek Wealth Management
Colorado
$179K -$18.9K 5 0.07% Reduced
2906
MIHAS
Maj Invest Holding A/S
Denmark
$179K +$122K 1 0% New
2907
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$179K -$8.37K 2 0.01% Reduced
2908
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$174K -$121K 2 0.02% Reduced
2909
TCWA
Ten Capital Wealth Advisors
Washington
$169K -$35.8K 1 0.04% Reduced
2910
PFSC
Peoples Financial Services Corp
Pennsylvania
$165K $0 3 0.07% Maintained
2911
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$162K -$90.2K 3 0.04% Reduced
2912
TVWM
Tower View Wealth Management
Wisconsin
$160K $0 1 0.08% Maintained
2913
APP
Alpha Paradigm Partners
Illinois
$157K -$1.79M 2 0.06% Reduced
2914
CWA
Carolina Wealth Advisors
South Carolina
$156K +$48.8K 1 0.11% Increased
2915
EIP
Ellis Investment Partners
Pennsylvania
$156K +$1.3K 2 0.04% Increased
2916
BCP
Blue Chip Partners
Michigan
$152K -$3.26K 1 0.02% Reduced
2917
CAM
Costello Asset Management
Pennsylvania
$151K +$51.4K 2 0.1% Increased
2918
KFP
KB Financial Partners
New Jersey
$151K -$18.1K 3 0.06% Reduced
2919
CCM
Cribstone Capital Management
Maine
$149K +$2.6K 2 0.09% Increased
2920
MFT
Moisand Fitzgerald Tamayo
Florida
$149K +$56.9K 2 0.05% Increased
2921
NICM
Neo Ivy Capital Management
New York
$149K -$577K 1 0.15% Reduced
2922
BL
Bleichroeder LP
New York
$148K +$147K 1 0.02% New
2923
FWM
FFT Wealth Management
Pennsylvania
$148K +$144K 1 0.03% New
2924
BFA
Brendel Financial Advisors
New Hampshire
$141K +$135K 3 0.08% New
2925
Millburn Ridgefield Corp
Millburn Ridgefield Corp
New York
$136K +$132K 1 0.01% New