← 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
M1FG
Mach-1 Financial Group
Arkansas
$300K -$4.47K 1 0.31% Reduced
3127
CSB
City State Bank
Iowa
$299K +$120K 2 0.21% Increased
3128
PWM
Provident Wealth Management
Tennessee
$299K -$72.1K 1 0.18% Reduced
3129
SFA
Seneca Financial Advisors
New York
$298K -$32.7K 1 0.21% Reduced
3130
AWC
Adamsbrown Wealth Consultants
Kansas
$298K +$9.22K 1 0.23% Increased
3131
BCM
Boltwood Capital Management
California
$298K $0 1 0.14% Maintained
3132
HFRG
Houlihan Financial Resource Group
Virginia
$298K +$407K 1 0.18% New
3133
PC
Pecaut & Co
Iowa
$298K $0 1 0.16% Maintained
3134
CC
Corsicana & Co
Texas
$295K +$308K 2 0.25% Increased
3135
DF
Donoghue Forlines
Massachusetts
$295K -$1.07M 1 0.11% Reduced
3136
MFA
Morling Financial Advisors
California
$295K $0 1 0.4% Maintained
3137
OFG
OTA Financial Group
New York
$295K +$295K 1 0.25% New
3138
AFIA
America First Investment Advisors
Nebraska
$294K $0 1 0.1% Maintained
3139
UBG
United Bank (Georgia)
Georgia
$294K $0 1 0.2% Maintained
3140
VeraBank
VeraBank
Texas
$294K $0 1 0.19% Maintained
3141
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$293K -$7.54K 1 0.03% Reduced
3142
Sovereign Financial Group
Sovereign Financial Group
Connecticut
$293K $0 1 0.12% Maintained
3143
CPA
Cowen Prime Advisors
New York
$291K $0 1 0.17% Maintained
3144
Washington Trust Bank
Washington Trust Bank
Washington
$291K $0 1 0.04% Maintained
3145
Delta Accumulation LLC
Delta Accumulation LLC
California
$290K -$8.38K 1 3.96% Reduced
3146
WH
Willner & Heller
California
$290K +$30.2K 1 0.47% Increased
3147
German American Bancorp
German American Bancorp
Indiana
$289K $0 1 0.05% Maintained
3148
One Day In July LLC
One Day In July LLC
Vermont
$289K +$3.35K 1 0.07% Increased
3149
Trilogy Capital
Trilogy Capital
California
$289K +$5.86K 1 0.03% Increased
3150
KFS
Kelly Financial Services
Massachusetts
$288K -$4.47K 3 0.17% Reduced