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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
3301
FSC
Full Sail Capital
Oklahoma
$150K $0 1 0.01% Maintained
3302
KA
Kozak & Associates
Colorado
$150K +$11.5K 2 0.1% Increased
3303
HBW
Hazlett, Burt & Watson
West Virginia
$148K +$28.7K 3 0.14% Increased
3304
SSG
Summit Securities Group
New York
$148K -$2.32M 3 0.02% Reduced
3305
S
swisspartners
Liechtenstein
$148K $0 1 0.14% Maintained
3306
WAM
WFA Asset Management
Wisconsin
$144K +$15.6K 2 0.1% Increased
3307
MFT
Moisand Fitzgerald Tamayo
Florida
$144K +$108K 3 0.04% Increased
3308
FEG
Financial Enhancement Group
Indiana
$143K $0 1 0.03% Maintained
3309
LCM
Landscape Capital Management
New Jersey
$143K -$338K 1 0.02% Reduced
3310
PG
Proffitt & Goodson
Tennessee
$143K +$2.46K 2 0.03% Increased
3311
RDIA
RE Dickinson Investment Advisors
Iowa
$140K $0 2 0.02% Maintained
3312
PWP
Pursue Wealth Partners
California
$137K -$45.5K 1 0.09% Reduced
3313
GIA
Goodwin Investment Advisory
Georgia
$136K +$17.2K 1 0.1% Increased
3314
HI
Hendershot Investments
Virginia
$135K +$4.09K 1 0.02% Increased
3315
SMG
Spectrum Management Group
Indiana
$135K -$2.93M 1 0.03% Reduced
3316
AW
Avion Wealth
Texas
$133K +$819 1 0.04% Increased
3317
JMG Financial Group
JMG Financial Group
Illinois
$132K +$151K 1 0.01% New
3318
EIP
Ellis Investment Partners
Pennsylvania
$126K -$12.4K 3 0.03% Reduced
3319
SMP
Santa Monica Partners
Florida
$124K $0 1 0.09% Maintained
3320
PFSC
Peoples Financial Services Corp
Pennsylvania
$123K -$16.4K 3 0.06% Reduced
3321
BMD
Better Money Decisions
New Mexico
$117K +$142K 4 0.1% New
3322
DA
Denali Advisors
California
$117K -$729K 1 0.05% Reduced
3323
T
TOBAM
France
$115K +$33.1K 1 0.01% Increased
3324
OAJ
Ogorek Anthony Joseph
New York
$113K $0 1 0.05% Maintained
3325
CFM
Comprehensive Financial Management
California
$112K $0 1 0% Maintained