← All themes

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
3126
AI
AXS Investments
New York
$3.16M +$532K 3 0.9% Increased
3127
PA
Paralel Advisors
Colorado
$3.16M -$6.68M 1 0.12% Reduced
3128
DAM
Doheny Asset Management
California
$3.16M +$37.2K 2 1.83% Increased
3129
CPW
Cove Private Wealth
New York
$3.16M +$795 4 0.61% Increased
3130
WHC
Wulff, Hansen & Co
California
$3.15M +$45.6K 3 2.42% Increased
3131
LFS
Legacy Financial Strategies
Kansas
$3.13M +$139K 3 0.49% Increased
3132
1M
1248 Management
Missouri
$3.13M -$565K 4 1.22% Reduced
3133
GA
GSG Advisors
New Jersey
$3.13M +$48.9K 3 0.69% Increased
3134
GIM
Guardian Investment Management
California
$3.13M +$1.02K 1 2.02% Increased
3135
SFCL
Strengthening Families & Communities LLC
Massachusetts
$3.13M +$184K 12 0.7% Increased
3136
Advance Capital Management
Advance Capital Management
Michigan
$3.12M +$216K 3 0.1% Increased
3137
AT
Arlington Trust
Alabama
$3.12M +$127K 7 0.26% Increased
3138
USGIU
U.S. Global Investors (USGI)
Texas
$3.12M -$259K 2 0.3% Reduced
3139
CIG
Cascade Investment Group
Colorado
$3.12M +$33.1K 3 1.75% Increased
3140
CP
Creekside Partners
California
$3.12M +$407K 4 1.13% Increased
3141
OWA
One Wealth Advisors
California
$3.12M +$44.1K 2 0.34% Increased
3142
AC
Addison Capital
Pennsylvania
$3.11M +$398 3 0.51% Increased
3143
BEW
Burton Enright Welch
California
$3.11M +$85.9K 2 0.36% Increased
3144
IIM
Ipswich Investment Management
Massachusetts
$3.1M -$33.7K 2 0.65% Reduced
3145
RAG
RIA Advisory Group
Iowa
$3.1M +$319K 2 0.67% Increased
3146
TWM
Trueblood Wealth Management
Ohio
$3.1M +$191K 4 1.08% Increased
3147
HFS
Howard Financial Services
Texas
$3.1M -$569K 3 0.33% Reduced
3148
IRAG
Investment Research & Advisory Group
Georgia
$3.1M +$136K 3 0.96% Increased
3149
SI
Sprott Inc
Ontario, Canada
$3.09M -$34.6K 2 0.1% Reduced
3150
WRPWM
Werba Rubin Papier Wealth Management
California
$3.09M +$89.8K 2 0.37% Increased