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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
3376
PI
Pachira Investments
California
$240K +$228K 1 0.15% New
3377
UF
Univest Financial
Pennsylvania
$240K +$3.46K 1 0.06% Increased
3378
IDA
Intelligence Driven Advisers
California
$239K -$64.4K 1 0.04% Reduced
3379
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$238K +$226K 1 0.05% New
3380
TA
Tectonic Advisors
Texas
$238K +$29.5K 1 0.04% Increased
3381
VIM
Vancity Investment Management
British Columbia, Canada
$238K -$50.3K 1 0.03% Reduced
3382
MIC
Meridian Investment Counsel
California
$236K $0 1 0.08% Maintained
3383
USPCM
Union Square Park Capital Management
New York
$236K +$236K 1 0.07% New
3384
BFG
Barber Financial Group
Kansas
$235K +$224K 1 0.03% New
3385
FCM
Fourpath Capital Management
Oklahoma
$235K +$225K 1 0.09% New
3386
BBNA
Bremer Bank National Association
Minnesota
$234K +$222K 1 0.04% New
3387
HPCM
High Pointe Capital Management
Illinois
$234K -$153K 1 0.16% Reduced
3388
COF
Capital One Financial
Virginia
$233K +$222K 1 0.03% New
3389
CA
Cumberland Advisors
Florida
$232K +$221K 1 0.05% New
3390
ECM
Evolution Capital Management
Nevada
$232K +$233K 1 0.73% New
3391
GC
Globeflex Capital
California
$232K +$95.4K 1 0.05% Increased
3392
PTC
Petrus Trust Company
Texas
$232K +$227K 1 0.03% New
3393
WA
Wealth Advisors
California
$232K +$221K 1 0.08% New
3394
ASFA
All Season Financial Advisors
Colorado
$231K -$282K 1 0.16% Reduced
3395
BCCM
Bridge Creek Capital Management
Massachusetts
$231K +$220K 1 0.08% New
3396
PFP
Paragon Financial Partners
California
$231K +$222K 1 0.19% New
3397
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$230K +$219K 1 0.03% New
3398
KCM
KLK Capital Management
California
$230K -$1.25M 1 0.22% Reduced
3399
SIC
Shoker Investment Counsel
Ohio
$229K +$220K 1 0.11% New
3400
TC
Tacita Capital
Ontario, Canada
$229K +$231K 1 0.13% New