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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
3001
RWM
Raffa Wealth Management
District of Columbia
$115K -$1.81K 8 0.04% Reduced
3002
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$114K $0 2 0.03% Maintained
3003
CWM
Cranbrook Wealth Management
Michigan
$113K +$41.7K 4 0.03% Increased
3004
GC
Globeflex Capital
California
$112K -$1.26M 2 0.02% Reduced
3005
CAM
Costello Asset Management
Pennsylvania
$110K -$51.5K 2 0.07% Reduced
3006
IWP
IAG Wealth Partners
Wisconsin
$108K $0 3 0.04% Maintained
3007
Millburn Ridgefield Corp
Millburn Ridgefield Corp
New York
$107K -$30.5K 1 0.01% Reduced
3008
PWM
Prentice Wealth Management
New York
$106K +$58.5K 3 0.05% Increased
3009
JC
JBF Capital
Colorado
$104K -$11K 1 0.02% Reduced
3010
RCM
Robinson Capital Management
Michigan
$102K +$101K 1 0.09% New
3011
WAM
Warberg Asset Management
Illinois
$102K +$95.6K 1 0.02% New
3012
First Pacific Advisors
First Pacific Advisors
California
$101K $0 1 0% Maintained
3013
YCM
Yakira Capital Management
Connecticut
$99K +$97.4K 1 0.02% New
3014
WFA
West Financial Advisors
Iowa
$98K $0 1 0.03% Maintained
3015
FA
Fortis Advisors
Pennsylvania
$94K +$67.1K 1 0.06% Increased
3016
PSB
Piscataqua Savings Bank
New Hampshire
$94K $0 2 0.08% Maintained
3017
IHWM
Iron Horse Wealth Management
Iowa
$90K $0 1 0.06% Maintained
3018
GG
Gleason Group
Kentucky
$85K +$479 1 0.03% Increased
3019
MDCM
Morgan Dempsey Capital Management
Wisconsin
$85K -$22.5K 1 0.03% Reduced
3020
FPB
First PREMIER Bank
South Dakota
$84K +$28.2K 2 0.02% Increased
3021
SSC
Syverson Strege & Co
Iowa
$78K +$63.1K 3 0.06% Increased
3022
CCC
Crescent Capital Consulting
Louisiana
$76K -$35.3K 3 0.01% Reduced
3023
ICM
Ionic Capital Management
New York
$68K +$26.7K 1 0.01% Increased
3024
PPWM
PFG Private Wealth Management
Florida
$63K +$57.2K 1 0.04% New
3025
SFO
Standard Family Office
South Dakota
$61K -$229K 1 0.02% Reduced