← All themes

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
3351
WAM
Watershed Asset Management
California
$251K +$248K 1 0.23% New
3352
GFP
Guardian Financial Partners
California
$250K +$238K 1 0.24% New
3353
WFA
WMG Financial Advisors
Tennessee
$250K +$237K 1 0.19% New
3354
HCP
Holt Capital Partners
Texas
$249K $0 1 0.04% Maintained
3355
OCPWS
One Charles Private Wealth Services
Massachusetts
$248K +$236K 1 0.14% New
3356
OFG
OTA Financial Group
New York
$248K +$251K 1 0.17% New
3357
TVWM
Tower View Wealth Management
Wisconsin
$248K $0 1 0.13% Maintained
3358
CC
Corton Capital
Ontario, Canada
$247K +$260K 1 0.11% New
3359
MLM
Mount Lucas Management
Pennsylvania
$247K +$235K 1 0.07% New
3360
PFA
Pathway Financial Advisors
Vermont
$247K +$259K 1 0.09% New
3361
SC
Sagefield Capital
Texas
$247K +$277K 1 0.11% New
3362
MPCG
Matrix Private Capital Group
New York
$246K +$234K 1 0.12% New
3363
ONSWM
Old North State Wealth Management
North Carolina
$245K +$233K 1 0.25% New
3364
SA
Scarborough Advisors
Maryland
$245K +$233K 1 0.08% New
3365
JPLA
Joseph P. Lucia & Associates
New York
$244K -$6.99M 1 0.16% Reduced
3366
NS
Newman & Schimel
Illinois
$244K -$62.4K 1 0.14% Reduced
3367
SCA
Sassicaia Capital Advisers
New York
$244K -$3.87M 1 1.68% Reduced
3368
CCIA
Campbell & Co Investment Adviser
Maryland
$243K -$3.12M 1 0.08% Reduced
3369
CWA
Carolina Wealth Advisors
South Carolina
$243K $0 1 0.14% Maintained
3370
GWA
GGM Wealth Advisors
Maryland
$243K $0 1 0.19% Maintained
3371
AWG
Altus Wealth Group
Colorado
$241K -$58.4K 1 0.2% Reduced
3372
ECG
Edge Capital Group
Georgia
$241K -$663 1 0.02% Reduced
3373
UFF
USA Financial Formulas
Michigan
$241K -$1.13M 4 0.21% Reduced
3374
CA
CGN Advisors
Kansas
$240K +$228K 1 0.06% New
3375
CSB
City State Bank
Iowa
$240K +$228K 2 0.15% New