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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
3151
FRM
Fox Run Management
Connecticut
$355K -$862K 1 0.21% Reduced
3152
BTIM
BancFirst Trust & Investment Management
Oklahoma
$354K +$337K 1 0.27% New
3153
RFO
RiverGlades Family Offices
Florida
$354K $0 1 0.26% Maintained
3154
AWM
Aevitas Wealth Management
Massachusetts
$353K -$23.1K 1 0.21% Reduced
3155
GFPC
Global Financial Private Client
Florida
$353K +$10.1K 3 0.17% Increased
3156
GG
Golden Green
South Carolina
$352K +$335K 1 0.28% New
3157
SWM
Sendero Wealth Management
Texas
$352K +$337K 1 0.16% New
3158
IPW
Intergy Private Wealth
Colorado
$351K +$334K 1 0.27% New
3159
CCA
Clearwater Capital Advisors
Illinois
$350K -$7.04K 1 0.04% Reduced
3160
SDAM
Shulman DeMeo Asset Management
New York
$350K +$333K 1 0.09% New
3161
AF
Apexium Financial
Texas
$349K +$20.1K 1 0.18% Increased
3162
CFCI
Comprehensive Financial Consultants Institutional
Indiana
$349K +$381K 3 0.22% New
3163
CWP
Curated Wealth Partners
California
$349K +$29.2K 1 0.11% Increased
3164
HNW
High Note Wealth
Minnesota
$349K +$26.2K 1 0.12% Increased
3165
FWM
Fortress Wealth Management
California
$348K +$331K 1 0.26% New
3166
FBC
Fairfield, Bush & Co
Connecticut
$346K -$1.26M 1 0.17% Reduced
3167
MAWCM
Mine & Arao Wealth Creation & Management
California
$346K +$20.1K 1 0.19% Increased
3168
IAMOG
Investors Asset Management of Georgia
Georgia
$344K -$11.2K 2 0.16% Reduced
3169
PIFP
Partners in Financial Planning
Virginia
$344K $0 1 0.11% Maintained
3170
BWM
BT Wealth Management
Georgia
$343K $0 1 0.09% Maintained
3171
NCM
Nelson Capital Management
California
$343K $0 1 0.06% Maintained
3172
KFS
Kelly Financial Services
Massachusetts
$342K +$6.61K 3 0.16% Increased
3173
OFG
Omega Financial Group
California
$341K +$12.1K 1 0.15% Increased
3174
WCM
Whitener Capital Management
North Carolina
$341K +$325K 1 0.12% New
3175
IA
IFS Advisors
Kansas
$340K -$161K 1 0.24% Reduced