← 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
3376
SC
Solstein Capital
California
$181K -$35.8K 4 0.16% Reduced
3377
TAM
Tucker Asset Management
Colorado
$178K +$115K 3 0.06% Increased
3378
MHP
Manatuck Hill Partners
Connecticut
$178K -$203K 1 0.09% Reduced
3379
VFIC
Valley Forge Investment Consultants
Pennsylvania
$178K +$188K 1 0.1% New
3380
IBOK
Independence Bank of Kentucky
Kentucky
$177K $0 3 0.09% Maintained
3381
Jones Financial Companies
Jones Financial Companies
Missouri
$176K +$51.4K 3 0% Increased
3382
RL
RPO LLC
Connecticut
$176K +$176K 1 0.04% New
3383
DCBT
Dakota Community Bank & Trust
North Dakota
$174K +$183K 2 1.21% New
3384
RBC
Roble Belko & Company
Pennsylvania
$174K $0 2 0.04% Maintained
3385
SFO
Standard Family Office
South Dakota
$167K $0 3 0.07% Maintained
3386
AJ
Ashburton (Jersey)
Jersey
$163K -$18.9M 1 0.1% Reduced
3387
PG
Proffitt & Goodson
Tennessee
$162K -$6K 1 0.04% Reduced
3388
SFA
Semmax Financial Advisors
North Carolina
$162K -$21.5K 1 0.07% Reduced
3389
ODG
O'Dell Group
Ohio
$161K -$17.3K 3 0.06% Reduced
3390
IWP
IAG Wealth Partners
Wisconsin
$160K +$67.2K 4 0.05% Increased
3391
SCS
Syquant Capital SAS
France
$160K +$153K 1 0.1% New
3392
HI
Hendershot Investments
Virginia
$159K $0 1 0.03% Maintained
3393
SMG
Spectrum Management Group
Indiana
$159K $0 1 0.03% Maintained
3394
AA
Addison Advisors
Vermont
$157K +$34.5K 2 0.1% Increased
3395
GIA
Goodwin Investment Advisory
Georgia
$157K -$3.07K 1 0.12% Reduced
3396
BC
Barrett & Company
Rhode Island
$156K +$232K 2 0.1% New
3397
PO
Private Ocean
California
$154K -$856K 1 0.02% Reduced
3398
BAM
Byrne Asset Management
New Jersey
$153K -$22.6K 3 0.12% Reduced
3399
Karpus Investment Management
Karpus Investment Management
New York
$151K -$5.45M 1 0.01% Reduced
3400
ABLA
Alan B. Lancz & Associates
Ohio
$150K $0 1 0.18% Maintained