← All themes

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
3276
SC
Solstein Capital
California
$195K $0 4 0.15% Maintained
3277
FBT
First Bank & Trust
South Dakota
$193K -$65.1K 4 0.06% Reduced
3278
GC
Globeflex Capital
California
$191K $0 1 0.05% Maintained
3279
EA
Evolution Advisers
Virginia
$187K $0 2 0.15% Maintained
3280
SFCL
Strengthening Families & Communities LLC
Massachusetts
$186K $0 3 0.11% Maintained
3281
ACJ
Autonomy Capital (Jersey)
Jersey
$185K +$129K 1 0.88% Increased
3282
KFP
KB Financial Partners
New Jersey
$184K -$93.4K 3 0.06% Reduced
3283
MLM
Mount Lucas Management
Pennsylvania
$184K +$19.7K 1 0.06% Increased
3284
CWA
Carolina Wealth Advisors
South Carolina
$183K +$4.73K 1 0.12% Increased
3285
PWM
Prentice Wealth Management
New York
$183K +$222K 3 0.19% New
3286
TFA
Transamerica Financial Advisors
Florida
$178K +$197K 1 0.03% New
3287
KWM
Kanen Wealth Management
Florida
$175K -$100K 1 0.1% Reduced
3288
BAM
Byrne Asset Management
New Jersey
$172K +$21.9K 4 0.13% Increased
3289
FCMT
Founders Capital Management (Texas)
Texas
$170K -$50K 2 0.13% Reduced
3290
ABLA
Alan B. Lancz & Associates
Ohio
$167K +$162K 1 0.17% New
3291
CMF
Counterpoint Mutual Funds
California
$165K +$60.7K 1 0.11% Increased
3292
IBOK
Independence Bank of Kentucky
Kentucky
$164K -$52.1K 3 0.07% Reduced
3293
JPLA
Joseph P. Lucia & Associates
New York
$164K $0 2 0.12% Maintained
3294
CSB
City State Bank
Iowa
$159K +$17.3K 2 0.11% Increased
3295
HWM
HighMark Wealth Management
Minnesota
$159K -$25.1K 4 0.13% Reduced
3296
TVWM
Tower View Wealth Management
Wisconsin
$158K -$164K 1 0.12% Reduced
3297
CP
Corbenic Partners
Pennsylvania
$156K $0 1 0.04% Maintained
3298
RBC
Roble Belko & Company
Pennsylvania
$152K +$48.3K 2 0.03% Increased
3299
ODG
O'Dell Group
Ohio
$151K -$36.9K 3 0.05% Reduced
3300
SFO
Standard Family Office
South Dakota
$151K +$182K 3 1.5% New