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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
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$286K $0 1 0.03% Maintained
3152
WF
Whelan Financial
California
$286K +$301K 1 0.2% New
3153
CAM
Crestone Asset Management
Colorado
$285K -$52.8K 1 0.07% Reduced
3154
FG
Formula Growth
Quebec, Canada
$285K $0 1 0.08% Maintained
3155
CCM
Cribstone Capital Management
Maine
$284K +$161 3 0.18% Increased
3156
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$284K -$82.9K 1 0.07% Reduced
3157
CFO
Collective Family Office
Pennsylvania
$283K +$420 1 0.14% Increased
3158
Opus Capital Group
Opus Capital Group
Ohio
$283K $0 1 0.06% Maintained
3159
FNWM
Financial Network Wealth Management
Utah
$282K +$9.8K 1 0.18% Increased
3160
SW
Solidarity Wealth
Utah
$281K +$98.6K 1 0.16% Increased
3161
Advisors Management Group
Advisors Management Group
Wisconsin
$280K +$295K 1 0.11% New
3162
AIM
Allen Investment Management
New York
$280K $0 1 0% Maintained
3163
BSAM
Blue Square Asset Management
New York
$280K -$2.45M 1 0.19% Reduced
3164
TruWealth Advisors
TruWealth Advisors
Louisiana
$280K +$30.2K 1 0.03% Increased
3165
Litman Gregory Wealth Management
Litman Gregory Wealth Management
California
$279K -$314K 1 0.04% Reduced
3166
MSA
McAlister Sweet & Associates
Texas
$279K $0 1 0.3% Maintained
3167
TCWA
Ten Capital Wealth Advisors
Washington
$279K +$37.7K 3 0.13% Increased
3168
Todd Asset Management
Todd Asset Management
Kentucky
$279K -$29.8K 1 0.01% Reduced
3169
Verity & Verity
Verity & Verity
South Carolina
$279K $0 1 0.04% Maintained
3170
ACM
ACT Capital Management
Pennsylvania
$278K -$253K 1 0.38% Reduced
3171
Simplify Asset Management
Simplify Asset Management
Nevada
$278K -$7.54K 1 0.03% Reduced
3172
BCM
Brown Capital Management
Maryland
$276K $0 1 0% Maintained
3173
ECML
Eagle Capital Management (Louisiana)
Louisiana
$276K +$1.4K 1 0.17% Increased
3174
OCM
Objective Capital Management
Ohio
$276K +$13.1K 1 0.29% Increased
3175
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$275K $0 1 0.05% Maintained