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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
3176
AWC
Adamsbrown Wealth Consultants
Kansas
$338K +$322K 1 0.3% New
3177
HCM
HGI Capital Management
New York
$337K +$321K 1 0.12% New
3178
MA
MAS Advisors
Florida
$337K +$317K 1 0.25% New
3179
SCM
Spreng Capital Management
Ohio
$337K $0 1 0.19% Maintained
3180
PB
Pinnacle Bancorp
Nebraska
$336K -$11.8K 7 0.12% Reduced
3181
HVIA
Hudson Valley Investment Advisors
New York
$335K -$50.3K 1 0.05% Reduced
3182
NRI
NFP Retirement Inc
California
$335K -$34.2K 1 0.12% Reduced
3183
BAS
Brown Advisory Securities
Maryland
$334K -$183K 1 0.14% Reduced
3184
SFP
Sterling Financial Planning
New Jersey
$333K +$9.06K 1 0.21% Increased
3185
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$332K +$316K 1 0.4% New
3186
LPT
Legacy Private Trust
Wisconsin
$332K $0 1 0.02% Maintained
3187
TCWM
Total Clarity Wealth Management
Illinois
$332K -$67.9K 4 0.15% Reduced
3188
SW
SlateStone Wealth
Florida
$331K -$2.01K 1 0.07% Reduced
3189
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$331K +$4.03K 1 0.11% Increased
3190
CFAM
Coury Firm Asset Management
Pennsylvania
$330K +$314K 1 0.25% New
3191
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$330K +$78.4K 2 0.02% Increased
3192
LAM
LifePro Asset Management
California
$330K +$12.1K 1 0.1% Increased
3193
SPC
Stewart & Patten Company
California
$330K $0 1 0.05% Maintained
3194
AWAP
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$329K -$35.2K 1 0.27% Reduced
3195
TFCP
Twin Focus Capital Partners
Massachusetts
$329K -$10.1K 1 0.07% Reduced
3196
JHCP
Jackson Hole Capital Partners
Oklahoma
$328K $0 1 0.1% Maintained
3197
JWM
JGP Wealth Management
Oregon
$328K -$67.4K 1 0.06% Reduced
3198
MWM
Marietta Wealth Management
Georgia
$328K $0 1 0.07% Maintained
3199
PFA
Pettinga Financial Advisors
Indiana
$326K +$31.2K 1 0.08% Increased
3200
BCM
Blume Capital Management
California
$325K -$49.7K 3 0.11% Reduced