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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
HNW
High Note Wealth
Minnesota
$223K $0 1 0.09% Maintained
3202
OCM
Objective Capital Management
Ohio
$223K +$7.37K 1 0.22% Increased
3203
AWG
Altus Wealth Group
Colorado
$222K +$41.8K 1 0.22% Increased
3204
AAIM
Asset Advisors Investment Management
Georgia
$222K +$24.6K 1 0.03% Increased
3205
FA
Flagstar Advisors
New York
$222K +$244K 1 0.08% New
3206
IA
Inspire Advisors
Idaho
$222K +$5.73K 1 0.06% Increased
3207
LFGH
Lee Financial Group Hawaii
Hawaii
$222K -$102K 1 0.22% Reduced
3208
RIG
Renaissance Investment Group
Massachusetts
$222K $0 1 0.07% Maintained
3209
TTWM
TCV Trust & Wealth Management
Virginia
$222K +$8.19K 1 0.03% Increased
3210
WH
Willner & Heller
California
$222K +$269K 1 0.35% New
3211
DG
DMC Group
Alabama
$221K +$239K 1 0.26% New
3212
MIHAS
Maj Invest Holding A/S
Denmark
$221K $0 1 0.01% Maintained
3213
ONSWM
Old North State Wealth Management
North Carolina
$221K +$69.6K 1 0.25% Increased
3214
BOM
Bank of Marin
California
$220K -$337K 1 0.19% Reduced
3215
WFA
WMG Financial Advisors
Tennessee
$220K +$64.7K 1 0.19% Increased
3216
FBC
Fairfield, Bush & Co
Connecticut
$219K +$9.22K 2 0.13% Increased
3217
Lyrical Asset Management
Lyrical Asset Management
New York
$219K +$13K 1 0% Increased
3218
FNC
First National Corp
Massachusetts
$218K +$84.3K 1 0.06% Increased
3219
IWP
Innova Wealth Partners
Pennsylvania
$218K +$27K 1 0.18% Increased
3220
MWM
Mascoma Wealth Management
New Hampshire
$218K +$4.04K 4 0.07% Increased
3221
TW
Towerpoint Wealth
California
$218K +$115K 1 0.13% Increased
3222
BI
Blooom Inc
Kansas
$217K +$263K 1 0.37% New
3223
HWM
HFR Wealth Management
New York
$217K -$229K 1 0.07% Reduced
3224
SCA
Sippican Capital Advisors
Massachusetts
$217K -$31.9K 1 0.22% Reduced
3225
AFM
Abbot Financial Management
Massachusetts
$216K +$263K 1 0.13% New