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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
CMP
Coston McIsaac & Partners
Maine
$31K +$6.13K 5 0.01% Increased
3327
DMKJ
David M. Knott Jr
$31K $0 2 0.01% Maintained
3328
SC
Seldon Capital
California
$31K $0 1 0.03% Maintained
3329
MGI
MayTech Global Investments
New York
$30.3K +$46.6K 1 0.01% New
3330
FWA
FSC Wealth Advisors
New York
$28.9K -$40.7K 1 0.05% Reduced
3331
CT
Clearstead Trust
Maine
$28K +$25.6K 3 0.01% Increased
3332
WAM
WFA Asset Management
Wisconsin
$26.3K -$146K 2 0.02% Reduced
3333
WIM
Westside Investment Management
California
$25K +$98.5K 6 0.06% Increased
3334
OIS
Okabena Investment Services
Minnesota
$24.6K -$45.2K 2 0.02% Reduced
3335
SIM
Studio Investment Management
Illinois
$24K -$10.2K 1 0.01% Reduced
3336
PWMA
Pension & Wealth Management Advisors
Massachusetts
$23.1K +$33.4K 2 0.02% New
3337
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$22K +$33.3K 1 0.01% New
3338
WA
Win Advisors
Florida
$21.7K +$1.69K 1 0.01% Increased
3339
AWM
Ameliora Wealth Management
Switzerland
$20.7K -$1.33M 1 0.01% Reduced
3340
SFM
Systematic Financial Management
New Jersey
$20K $0 1 0% Maintained
3341
HH
HWG Holdings
Texas
$20K -$7.81K 2 0.01% Reduced
3342
SWM
Sanctuary Wealth Management
Idaho
$19.5K +$29.9K 1 0.02% New
3343
APC
Aspire Private Capital
North Carolina
$19K $0 3 0.01% Maintained
3344
RWMH
Riverpoint Wealth Management Holdings
Illinois
$18.5K +$28.4K 1 0.01% New
3345
BC
Belmont Capital
California
$18K +$28.4K 1 0.02% New
3346
CIR
Clear Investment Research
Georgia
$18K +$2.3K 2 0.03% Increased
3347
CM
Cornerstone Management
Georgia
$17.7K $0 1 0.01% Maintained
3348
RWM
Ruedi Wealth Management
Illinois
$17.6K +$20.1K 2 0.01% New
3349
Close Asset Management
Close Asset Management
United Kingdom
$17K $0 1 0% Maintained
3350
LOIM
Liberty One Investment Management
Illinois
$16.9K $0 2 0% Maintained