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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
FCM
Family Capital Management
Michigan
$312K +$36.8K 1 0.19% Increased
3302
PIFP
Partners in Financial Planning
Virginia
$312K -$1.8K 1 0.08% Reduced
3303
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$311K +$49K 2 0.08% Increased
3304
FC
Financial Council
Maryland
$310K $0 1 0.24% Maintained
3305
MCA
Millennium Capital Advisors
Arkansas
$310K +$27.8K 1 0.25% Increased
3306
Hills Bank & Trust
Hills Bank & Trust
Iowa
$309K -$704 2 0.04% Reduced
3307
DJYG
David J. Yvars Group
Florida
$309K +$5.6K 1 0.26% Increased
3308
GSC
G&S Capital
Colorado
$309K -$2.34M 1 0.15% Reduced
3309
Douglas Lane & Associates
Douglas Lane & Associates
New York
$308K -$5.54K 1 0.01% Reduced
3310
SPAS
Spectrum Planning & Advisory Services
California
$308K +$220K 1 0.46% New
3311
JAIC
Josh Arnold Investment Consultant
Minnesota
$307K +$234K 1 0.3% New
3312
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$306K $0 1 0.15% Maintained
3313
SCA
Sage Capital Advisors
South Dakota
$306K -$1.4K 1 0.11% Reduced
3314
COCM
Charter Oak Capital Management
New Hampshire
$306K -$6K 1 0.04% Reduced
3315
HIF
Hill Island Financial
Michigan
$305K +$233K 1 0.12% New
3316
KCM
Kaye Capital Management
California
$305K -$9.8K 1 0.15% Reduced
3317
PA
Perennial Advisors
New York
$304K $0 1 0.08% Maintained
3318
CIA
Compass Ion Advisors
Pennsylvania
$304K -$25K 1 0.08% Reduced
3319
GAB
German American Bancorp
Indiana
$303K +$15K 1 0.04% Increased
3320
MCM
Mendel Capital Management
Arkansas
$302K $0 1 0.24% Maintained
3321
BAM
BOS Asset Management
Illinois
$302K $0 1 0.23% Maintained
3322
GJIA
Glass Jacobson Investment Advisors
Maryland
$301K +$256K 4 0.14% New
3323
WFA
WMG Financial Advisors
Tennessee
$300K +$6.2K 1 0.22% Increased
3324
EA
Echo45 Advisors
California
$300K -$103K 1 0.25% Reduced
3325
&Partners
&Partners
Tennessee
$298K +$227K 2 0.13% New