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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
3201
FA
Financial Advisors
Massachusetts
$325K $0 1 0.1% Maintained
3202
FCG
Financial Connections Group
California
$325K +$310K 1 0.32% New
3203
HFG
Heron Financial Group
New York
$324K +$26.5K 1 0.17% Increased
3204
IA
Inspire Advisors
Idaho
$324K -$3.02K 1 0.09% Reduced
3205
JSA
Jacobson & Schmitt Advisors
Wisconsin
$323K +$310K 1 0.08% New
3206
CFO
Collective Family Office
Pennsylvania
$322K +$7.29K 1 0.13% Increased
3207
JF
JSF Financial
California
$322K -$45.3K 1 0.16% Reduced
3208
TWM
Trevian Wealth Management
Massachusetts
$322K +$308K 1 0.31% New
3209
SAM
Sycomore Asset Management
France
$321K +$313K 2 0.05% New
3210
IBOK
Independence Bank of Kentucky
Kentucky
$320K -$129K 3 0.13% Reduced
3211
DWP
Destiny Wealth Partners
Florida
$319K +$28.2K 2 0.06% Increased
3212
TFP
Tilia Fiduciary Partners
North Carolina
$319K +$311K 4 0.26% New
3213
CCA
Column Capital Advisors
Indiana
$318K -$13.2K 4 0.06% Reduced
3214
LMAM
Legg Mason Asset Management
Japan
$318K -$14.1K 1 0.35% Reduced
3215
QAM
Q3 Asset Management
Michigan
$318K -$253K 1 0.14% Reduced
3216
CP
CenterBook Partners
Connecticut
$317K +$327K 1 0.19% New
3217
SFA
Semmax Financial Advisors
North Carolina
$317K $0 1 0.12% Maintained
3218
FPGK
Financial Partners Group (Kansas)
Kansas
$316K -$110K 1 0.07% Reduced
3219
SGA
Seaport Global Advisors
Massachusetts
$316K +$301K 1 0.43% New
3220
CGH
CMG Global Holdings
Texas
$315K +$300K 1 0.2% New
3221
SHIM
Stone House Investment Management
Pennsylvania
$315K +$300K 1 0.11% New
3222
NWM
NEIRG Wealth Management
Massachusetts
$314K +$299K 1 0.06% New
3223
CIA
Compass Ion Advisors
Pennsylvania
$313K $0 1 0.1% Maintained
3224
FCMT
Founders Capital Management (Texas)
Texas
$313K +$5.23K 2 0.2% Increased
3225
Causeway Capital Management
Causeway Capital Management
California
$312K -$195K 1 0.01% Reduced