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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
2926
HIC
Harvey Investment Company
Kentucky
$3.7M -$50.5K 2 0.4% Reduced
2927
TFM
TFC Financial Management
Massachusetts
$3.7M +$158K 12 0.41% Increased
2928
TI
TTP Investments
California
$3.7M +$3.5M 1 1.5% New
2929
MWA
Marathon Wealth Advisors
Massachusetts
$3.69M +$23.5K 1 1.26% Increased
2930
JTWM
Jackson Thornton Wealth Management
Alabama
$3.69M +$948K 4 0.29% Increased
2931
BFA
Brown Financial Advisors
Ohio
$3.69M -$55.9K 2 1.29% Reduced
2932
FHWM
Fox Hill Wealth Management
Massachusetts
$3.68M +$760K 3 1.48% Increased
2933
BST
Bath Savings Trust
Maine
$3.68M -$169K 3 0.38% Reduced
2934
CFA
Collaborative Fund Advisors
Nevada
$3.68M -$1.31M 5 2.14% Reduced
2935
KFAS
Keating Financial Advisory Services
Kansas
$3.68M +$398K 25 0.48% Increased
2936
CFS
CRA Financial Services
New Jersey
$3.67M +$301K 3 0.42% Increased
2937
NAM
Nexpoint Asset Management
Texas
$3.67M +$4.87M 1 0.25% New
2938
LWP
LeClair Wealth Partners
Ohio
$3.66M +$1.85M 4 1.9% Increased
2939
MAM
Melqart Asset Management
United Kingdom
$3.66M +$2.99M 1 0.35% New
2940
UW
Unique Wealth
Florida
$3.66M +$1.14M 5 0.43% Increased
2941
AFS
Access Financial Services
Minnesota
$3.66M -$261K 2 1.2% Reduced
2942
F4L
Fortune 45 LLC
Louisiana
$3.65M +$983K 3 1.56% Increased
2943
HFM
Hartford Funds Management
Pennsylvania
$3.65M +$2.01M 2 0.29% Increased
2944
GWAG
Garrett Wealth Advisory Group
Texas
$3.65M -$130K 3 0.56% Reduced
2945
BLC
Brown, Lisle/Cummings
Rhode Island
$3.65M +$59.6K 9 0.82% Increased
2946
LCG
Lisanti Capital Growth
New York
$3.65M -$5.79M 1 0.8% Reduced
2947
IWA
Invera Wealth Advisors
Oregon
$3.64M -$94.6K 2 1.96% Reduced
2948
SFG
Synergy Financial Group
California
$3.64M -$717K 1 2.62% Reduced
2949
PCA
Purkiss Capital Advisors
Connecticut
$3.64M +$103K 3 1.39% Increased
2950
ITIM
Indiana Trust & Investment Management
Indiana
$3.64M -$76.6K 6 1% Reduced