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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
3076
CT
Clearstead Trust
Maine
$8K $0 1 0.01% Maintained
3077
LWP
Laurel Wealth Planning
Minnesota
$8K +$8.82K 1 0.01% New
3078
NWM
Navigation Wealth Management
Colorado
$8K $0 1 0.05% Maintained
3079
MG
MilWealth Group
Wisconsin
$6.98K +$6.36K 1 0% New
3080
RVM
Robinson Value Management
Texas
$6K +$5.65K 1 0.01% New
3081
BFG
Baron Financial Group
New Jersey
$5.52K $0 1 0% Maintained
3082
AWM
AllSquare Wealth Management
New York
$5K $0 2 0% Maintained
3083
BC
Barnett & Company
Tennessee
$5K +$4.85K 1 0% New
3084
DTIM
Danda Trouve Investment Management
Kansas
$5K $0 1 0.01% Maintained
3085
EAM
Eukles Asset Management
Ohio
$4K +$2.82K 1 0% Increased
3086
SJIM
St. Johns Investment Management
Florida
$4K -$2K 1 0% Reduced
3087
CI
Cordant Inc
Oregon
$3K +$2.56K 2 0% New
3088
GPA
Guidance Point Advisors
Massachusetts
$3K +$3.53K 1 0% New
3089
POIA
Pin Oak Investment Advisors
Texas
$3K -$16K 1 0% Reduced
3090
TWP
TFO Wealth Partners
Ohio
$3K $0 1 0% Maintained
3091
HF
Halpern Financial
Virginia
$2.33K $0 1 0% Maintained
3092
DWA
Delos Wealth Advisors
Texas
$2K $0 1 0% Maintained
3093
MI
Markston International
New York
$1K $0 1 0% Maintained
3094
6M
6 Meridian
Kansas
$0 -$1.64M 0 – Closed
3095
ATFA
All Terrain Financial Advisors
Minnesota
$0 -$268K 0 – Closed
3096
AG
AlphaSimPlex Group
Massachusetts
$0 -$494K 0 – Closed
3097
AI
Aperture Investors
New York
$0 -$1.65M 0 – Closed
3098
AAM
Areion Asset Management
Hong Kong
$0 -$12.3M 0 – Closed
3099
AC
Athos Capital
Hong Kong
$0 -$3.04M 0 – Closed
3100
AI
AXS Investments
New York
$0 -$1.25M 0 – Closed