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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
ASI
Advisory Services & Investments
Oregon
$267K +$9.34K 1 0.22% Increased
3327
CAP
Columbia Advisory Partners
Washington
$267K +$75K 1 0.27% Increased
3328
FFMBT
First Farmers & Merchants Bank Trust
Tennessee
$267K +$18.2K 1 0.28% Increased
3329
WFA
WMG Financial Advisors
Tennessee
$267K +$11.2K 1 0.2% Increased
3330
CPWA
Cerro Pacific Wealth Advisors
California
$266K +$30.8K 1 0.16% Increased
3331
JA
JVL Associates
Michigan
$266K +$8.41K 1 0.17% Increased
3332
LFA
Landmark Financial Advisors
Kentucky
$265K $0 1 0.13% Maintained
3333
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$264K +$251K 1 0.04% New
3334
SC
Solstein Capital
California
$264K -$530K 4 0.17% Reduced
3335
WBCM
Wilson & Boucher Capital Management
California
$264K $0 1 0.24% Maintained
3336
CSPIA
Cary Street Partners Investment Advisory
Virginia
$263K -$132K 1 0.07% Reduced
3337
RC
Rovin Capital
Arizona
$263K $0 1 0.14% Maintained
3338
TC
Tacita Capital
Ontario, Canada
$263K $0 1 0.15% Maintained
3339
CCM
Crew Capital Management
Ohio
$262K +$2.8K 1 0.25% Increased
3340
JPLA
Joseph P. Lucia & Associates
New York
$262K +$11.2K 2 0.16% Increased
3341
Point72 Europe
Point72 Europe
United Kingdom
$262K $0 1 0.04% Maintained
3342
ONSWM
Old North State Wealth Management
North Carolina
$262K +$10.3K 1 0.26% Increased
3343
BRM
Boston Research & Management
Massachusetts
$261K $0 1 0.08% Maintained
3344
FIBT
First International Bank & Trust
North Dakota
$261K +$269K 1 0.09% New
3345
LFCM
Long Focus Capital Management
Puerto Rico
$261K $0 1 0.03% Maintained
3346
MLA
My Legacy Advisors
Oregon
$261K +$226K 1 0.12% New
3347
SC
Sonen Capital
California
$261K -$12.1K 1 0.32% Reduced
3348
Probity Advisors
Probity Advisors
Texas
$260K -$2.82K 1 0.05% Reduced
3349
RPCA
Running Point Capital Advisors
California
$259K -$246K 1 0.15% Reduced
3350
Scarborough Advisors
Scarborough Advisors
Maryland
$259K +$7.48K 1 0.08% Increased