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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
3326
YWS
Yarger Wealth Strategies
Ohio
$262K +$250K 1 0.28% New
3327
EA
Evolution Advisers
Virginia
$261K +$249K 1 0.19% New
3328
SAM
Smithbridge Asset Management
Pennsylvania
$261K $0 1 0.08% Maintained
3329
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$260K +$248K 1 0.02% New
3330
MIG
McGuire Investment Group
Rhode Island
$260K +$248K 1 0.04% New
3331
PSC
Prentiss Smith & Co
Vermont
$260K +$248K 1 0.12% New
3332
WBCM
Wilson & Boucher Capital Management
California
$259K +$247K 1 0.23% New
3333
RC
Rovin Capital
Arizona
$258K -$15.1K 1 0.12% Reduced
3334
CPA
Capital Performance Advisors
California
$257K +$312K 1 0.16% New
3335
KNW
Kesler Norman & Wride
Utah
$257K +$244K 1 0.05% New
3336
T
TrueFG
Texas
$257K +$1.01K 1 0.11% Increased
3337
BRM
Boston Research & Management
Massachusetts
$256K +$244K 1 0.07% New
3338
OHIS
Oak Harvest Investment Services
Texas
$256K -$59.4K 1 0.06% Reduced
3339
OFS
OneAscent Financial Services
Alabama
$256K -$663K 1 0.49% Reduced
3340
DF Dent & Co
DF Dent & Co
Maryland
$255K +$11.6K 1 0% Increased
3341
APA
Astoria Portfolio Advisors
New York
$254K +$241K 1 0.2% New
3342
CCM
Crew Capital Management
Ohio
$254K +$241K 1 0.21% New
3343
IWN
Independent Wealth Network
Iowa
$253K -$4.03K 1 0.16% Reduced
3344
LFA
Laraway Financial Advisors
Minnesota
$253K +$255K 1 0.23% New
3345
ASI
Advisory Services & Investments
Oregon
$252K +$239K 1 0.16% New
3346
AIM
Allen Investment Management
New York
$252K $0 1 0% Maintained
3347
DLCIG
D.L. Carlson Investment Group
New Hampshire
$252K $0 1 0.04% Maintained
3348
JA
JVL Associates
Michigan
$252K +$239K 1 0.16% New
3349
VFPI
Vantage Financial Partners (Illinois)
Illinois
$252K -$57.7K 1 0.13% Reduced
3350
SIP
Stoneridge Investment Partners
Pennsylvania
$251K $0 1 0.12% Maintained