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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
3351
RC
Rovin Capital
Arizona
$287K -$60K 1 0.13% Reduced
3352
BFA
Benedict Financial Advisors
Georgia
$286K +$1.78K 1 0.08% Increased
3353
WF
Wayfinding Financial
Washington
$286K +$215K 1 0.2% New
3354
RCM
Rivernorth Capital Management
Florida
$286K $0 1 0.01% Maintained
3355
DF Dent & Co
DF Dent & Co
Maryland
$285K -$879 1 0% Reduced
3356
HP
HT Partners
Connecticut
$285K -$7.8K 1 0.08% Reduced
3357
CFA
Cahill Financial Advisors
Minnesota
$284K +$15.4K 1 0.05% Increased
3358
GCA
Genesee Capital Advisors
New York
$283K -$24K 1 0.19% Reduced
3359
CRG
Cornerstone Retirement Group
Nevada
$283K +$216K 1 0.08% New
3360
DA
Dash Acquisitions
California
$282K +$216K 1 0.11% New
3361
PCG
Prosperity Consulting Group
Maryland
$282K +$3.6K 1 0.17% Increased
3362
KA
Kooman & Associates
Pennsylvania
$282K +$12.2K 1 0.14% Increased
3363
JGUA
John G. Ullman & Associates
New York
$282K -$2.73M 1 0.04% Reduced
3364
WWM
WJ Wealth Management
Arizona
$281K +$215K 1 0.13% New
3365
CAM
Crestone Asset Management
Colorado
$281K $0 1 0.06% Maintained
3366
Axiom Advisory
Axiom Advisory
California
$280K -$11.4K 1 0.25% Reduced
3367
IPW
Intergy Private Wealth
Colorado
$280K +$9K 1 0.14% Increased
3368
RWS
Resolute Wealth Strategies
Mississippi
$280K -$15.8K 1 0.22% Reduced
3369
LCM
Leisure Capital Management
California
$280K -$4.2K 1 0.15% Reduced
3370
LFCM
Long Focus Capital Management
Puerto Rico
$279K $0 1 0.01% Maintained
3371
CFG
CKW Financial Group
Hawaii
$278K $0 2 0.04% Maintained
3372
VCM
Vision Capital Management
Oregon
$278K -$24K 1 0.05% Reduced
3373
JWM
Jessup Wealth Management
Ohio
$278K -$36.2K 1 0.15% Reduced
3374
AI
Atom Investors
Texas
$277K +$212K 1 0.11% New
3375
BWM
Brown Wealth Management
Illinois
$277K +$212K 1 0.14% New