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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
3251
VCAM
Van Cleef Asset Management
Ohio
$2.82M -$30.2K 3 0.29% Reduced
3252
GP
Gallo Partners
New Jersey
$2.81M -$1.1M 2 6.23% Reduced
3253
CVA
Central Valley Advisors
California
$2.81M -$30.4K 3 0.72% Reduced
3254
SL
Systelligence LLC
Minnesota
$2.79M +$186K 1 0.47% Increased
3255
PWM
Palacios Wealth Management
Florida
$2.79M +$29.7K 2 1.65% Increased
3256
WP
WealthPLAN Partners
Nebraska
$2.78M -$428K 2 0.53% Reduced
3257
CPG
Cornerstone Planning Group
New Jersey
$2.78M +$42.6K 16 0.35% Increased
3258
IIA
Integrity Investment Advisors
Colorado
$2.77M +$1.27M 1 1.21% Increased
3259
AI
AdvisorShares Investments
Maryland
$2.76M +$1.58M 4 0.33% Increased
3260
LSPW
Lake Street Private Wealth
Illinois
$2.76M +$112K 4 0.32% Increased
3261
FCB
First County Bank
Connecticut
$2.76M +$33.5K 2 1.3% Increased
3262
SC
Saiph Capital
New Jersey
$2.75M +$1.4M 2 0.82% Increased
3263
MJFG
Mars Jewett Financial Group
Washington
$2.75M +$7.56K 1 0.56% Increased
3264
KCIA
Kingsbury Capital Investment Advisors
Illinois
$2.75M -$360K 2 2.33% Reduced
3265
KWM
KMT Wealth Management
California
$2.75M +$2.57M 2 2.33% New
3266
TWM
TriaGen Wealth Management
California
$2.75M -$8.16K 3 0.69% Reduced
3267
FCM
Firsthand Capital Management
California
$2.74M $0 3 4.38% Maintained
3268
ACM
Avalon Capital Management
California
$2.74M -$424K 2 0.65% Reduced
3269
GI
GS Investments
Minnesota
$2.74M -$355K 3 1.98% Reduced
3270
ZIG
Zuckerman Investment Group
Illinois
$2.74M -$7.39K 4 0.23% Reduced
3271
AWA
Artemis Wealth Advisors
New York
$2.73M +$2.59M 1 0.33% New
3272
SI
Sora Investors
Pennsylvania
$2.73M +$2.59M 1 0.21% New
3273
TCOO
Trust Company of Oklahoma
Oklahoma
$2.73M +$44.4K 2 0.7% Increased
3274
CA
Corrado Advisors
New Jersey
$2.73M -$10.7K 1 1.26% Reduced
3275
DCP
Diameter Capital Partners
New York
$2.72M +$2.9M 1 0.22% New