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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
3276
AWA
Archvest Wealth Advisors
California
$228K +$240K 1 0.23% New
3277
LFA
Lauterbach Financial Advisors
Texas
$228K +$240K 1 0.23% New
3278
SWP
Summit Wealth Partners
Florida
$227K +$239K 1 0.06% New
3279
PD
Planning Directions
Pennsylvania
$225K -$55.9K 1 0.18% Reduced
3280
WSC
Wellington Shields & Co
New York
$225K -$222K 4 0.1% Reduced
3281
HAS
Holland Advisory Services
Florida
$224K +$211K 1 0.28% New
3282
KC
Kingfisher Capital
North Carolina
$224K +$235K 1 0.06% New
3283
PIP
Peachtree Investment Partners
Florida
$224K +$235K 1 0.15% New
3284
SIA
Strategic Investment Advisors
Michigan
$224K -$42.7K 1 0.05% Reduced
3285
TFA
Transamerica Financial Advisors
Florida
$224K +$37.5K 1 0.03% Increased
3286
WAM
Weinberger Asset Management
California
$224K +$235K 1 0.15% New
3287
AWM
Avondale Wealth Management
Texas
$223K -$142K 1 0.24% Reduced
3288
AGA
Accuvest Global Advisors
Utah
$222K -$880K 1 0.15% Reduced
3289
AWG
Altus Wealth Group
Colorado
$222K -$160K 1 0.22% Reduced
3290
BI
Ballast Inc
Kentucky
$222K +$235K 1 0.11% New
3291
PFP
Paragon Financial Partners
California
$222K +$1.26K 1 0.25% Increased
3292
Fenimore Asset Management
Fenimore Asset Management
New York
$221K $0 1 0.01% Maintained
3293
FNBOMD
First National Bank of Mount Dora
Florida
$221K +$233K 1 0.08% New
3294
JA
JVL Associates
Michigan
$221K +$232K 1 0.13% New
3295
SHIM
Stone House Investment Management
Pennsylvania
$221K +$232K 1 0.1% New
3296
EHAM
Eagle Harbor Asset Management
Washington
$220K -$207K 1 0.38% Reduced
3297
D
Diversified
Delaware
$220K -$59.3K 1 0.11% Reduced
3298
MAM
Marotta Asset Management
Virginia
$220K +$231K 1 0.06% New
3299
HCM
HM Capital Management
Missouri
$219K +$230K 1 0.13% New
3300
MGAM
McGowan Group Asset Management
Texas
$219K +$224K 1 0.04% New