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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
PP
Pacifica Partners
Canada
$135K -$16.3K 2 0.1% Reduced
2927
TI
tru Independence
Oregon
$135K +$130K 1 0.04% New
2928
KLWA
Kelly Lawrence W & Associates
California
$129K -$22.8K 1 0.03% Reduced
2929
DWMG
DB Wealth Management Group
California
$125K $0 1 0.08% Maintained
2930
CP
Corbenic Partners
Pennsylvania
$124K +$6.51K 1 0.03% Increased
2931
PMAS
PNC Managed Account Solutions
Texas
$123K +$121K 1 0.02% New
2932
HCP
Hexagon Capital Partners
Arkansas
$121K +$4.53K 4 0.03% Increased
2933
IF
Ironwood Financial
Arizona
$121K +$45.6K 2 0.04% Increased
2934
AW
Avion Wealth
Texas
$119K $0 1 0.04% Maintained
2935
HCM
Highlander Capital Management
New Jersey
$118K $0 1 0.06% Maintained
2936
Optiver Holding
Optiver Holding
Netherlands
$118K -$2.05M 1 0% Reduced
2937
RBC
Roble Belko & Company
Pennsylvania
$112K +$26.7K 2 0.03% Increased
2938
SFPG
Stonebridge Financial Planning Group
Florida
$110K $0 1 0.06% Maintained
2939
CCC
Crescent Capital Consulting
Louisiana
$108K +$35.8K 3 0.02% Increased
2940
GIA
Goodwin Investment Advisory
Georgia
$108K $0 1 0.12% Maintained
2941
DSC
Duncker Streett & Co
Missouri
$105K -$66.7K 2 0.02% Reduced
2942
RWM
Raffa Wealth Management
District of Columbia
$105K -$4.56K 7 0.04% Reduced
2943
JC
JBF Capital
Colorado
$103K -$24.9K 1 0.02% Reduced
2944
SGAM
Seaport Global Asset Management
New York
$102K +$63.2K 1 0.2% Increased
2945
IWP
IAG Wealth Partners
Wisconsin
$100K +$1.92K 3 0.04% Increased
2946
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K -$5.21K 2 0.02% Reduced
2947
LTI
Laffer Tengler Investments
Tennessee
$99.4K -$200K 2 0.04% Reduced
2948
MDCM
Morgan Dempsey Capital Management
Wisconsin
$98K -$163K 1 0.03% Reduced
2949
GJL
Gendell Jeffrey L
$95K $0 1 0.01% Maintained
2950
RA
Resolute Advisors
California
$93K -$48.8K 2 0.01% Reduced