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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
WFC
Western Financial Corp
California
$211K -$258K 1 0.15% Reduced
3327
NWM
NEIRG Wealth Management
Massachusetts
$210K -$473K 1 0.04% Reduced
3328
PA
Probity Advisors
Texas
$210K -$16K 1 0.05% Reduced
3329
6F
626 Financial
Michigan
$209K +$220K 1 0.17% New
3330
RIG
Renaissance Investment Group
Massachusetts
$209K $0 1 0.07% Maintained
3331
WFA
WestHill Financial Advisors
California
$209K +$220K 1 0.07% New
3332
AIM
Avity Investment Management
Connecticut
$208K +$219K 1 0.02% New
3333
BHWM
Bar Harbor Wealth Management
New Hampshire
$208K -$211K 1 0.02% Reduced
3334
BIM
Bullseye Investment Management
Ohio
$208K +$220K 1 0.23% New
3335
FBC
Fairfield, Bush & Co
Connecticut
$208K -$50.9K 1 0.15% Reduced
3336
FLA
Financial Life Advisors
Texas
$208K +$220K 1 0.1% New
3337
GG
GenWealth Group
New Jersey
$208K +$220K 1 0.07% New
3338
KLCM
KG&L Capital Management
Louisiana
$208K +$219K 1 0.12% New
3339
MCM
Mendel Capital Management
Arkansas
$208K +$219K 1 0.24% New
3340
PFA
Pathway Financial Advisors
Vermont
$208K +$218K 1 0.07% New
3341
SPAS
Spectrum Planning & Advisory Services
California
$207K +$218K 1 0.21% New
3342
KFS
Kurt F. Somerville
$205K +$194K 1 0.04% New
3343
MA
MAS Advisors
Florida
$205K -$92.2K 1 0.14% Reduced
3344
SIG
Spinnaker Investment Group
California
$205K +$214K 1 0.08% New
3345
BOC
Bull Oak Capital
California
$204K +$214K 1 0.2% New
3346
FA
Financial Advisors
Massachusetts
$204K $0 1 0.07% Maintained
3347
MFT
Moisand Fitzgerald Tamayo
Florida
$204K +$35.5K 2 0.06% Increased
3348
SC
Scholtz & Company
Connecticut
$204K +$195K 1 0.15% New
3349
NFG
Norris Financial Group
South Carolina
$204K +$214K 1 0.19% New
3350
NF
Nikulski Financial
Iowa
$203K +$214K 1 0.11% New