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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
LFA
Landmark Financial Advisors
Kentucky
$240K $0 1 0.13% Maintained
3252
TCM
Triumph Capital Management
Colorado
$240K -$45.5K 1 0.13% Reduced
3253
TCM
Tufton Capital Management
Maryland
$240K $0 1 0.06% Maintained
3254
CFA
CWS Financial Advisors
Michigan
$239K $0 1 0.11% Maintained
3255
TFP
Tilia Fiduciary Partners
North Carolina
$239K +$4.19K 5 0.24% Increased
3256
QAM
Q3 Asset Management
Michigan
$238K -$959K 1 0.17% Reduced
3257
RWA
Rainsberger Wealth Advisors
Colorado
$238K +$250K 1 0.16% New
3258
BSG
Black Swift Group
Colorado
$236K +$242K 1 0.12% New
3259
JMFC
J.M. Forbes & Co
Massachusetts
$235K +$248K 1 0.04% New
3260
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$235K -$8.38K 1 0.16% Reduced
3261
RPCA
Running Point Capital Advisors
California
$234K +$246K 1 0.16% New
3262
SFCL
Strengthening Families & Communities LLC
Massachusetts
$234K +$100K 3 0.12% Increased
3263
AWM
Aevitas Wealth Management
Massachusetts
$233K -$5.03K 1 0.18% Reduced
3264
AWAP
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$233K +$245K 1 0.22% New
3265
BOM
Bank of Marin
California
$233K $0 1 0.23% Maintained
3266
PB
Pinnacle Bancorp
Nebraska
$233K -$8.06K 6 0.1% Reduced
3267
FSC
Full Sail Capital
Oklahoma
$232K $0 1 0.02% Maintained
3268
KFP
KB Financial Partners
New Jersey
$232K +$22.3K 3 0.08% Increased
3269
TWM
Trevian Wealth Management
Massachusetts
$232K +$244K 1 0.26% New
3270
CPSC
Carl P. Sherr & Co
Massachusetts
$231K +$243K 1 0.18% New
3271
AC
Addison Capital
Pennsylvania
$230K $0 1 0.14% Maintained
3272
FPFS
First Personal Financial Services
North Carolina
$230K +$7.14K 3 0.07% Increased
3273
HWM
HFR Wealth Management
New York
$230K $0 1 0.08% Maintained
3274
CWA
Carolina Wealth Advisors
South Carolina
$229K +$12.8K 1 0.18% Increased
3275
CCM
Crew Capital Management
Ohio
$229K +$242K 1 0.31% New