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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
MFS
Mirabella Financial Services
United Kingdom
$377K -$13.1M 2 0.05% Reduced
3377
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$376K $0 1 0.04% Maintained
3378
AWM
Avondale Wealth Management
Texas
$375K -$97.4K 1 0.3% Reduced
3379
G
GenTrust
Florida
$375K $0 1 0.02% Maintained
3380
DWP
Destiny Wealth Partners
Florida
$375K +$951 1 0.07% Increased
3381
SRA
Secured Retirement Advisors
Minnesota
$374K +$358K 1 0.36% New
3382
TPW
Tiller Private Wealth
Pennsylvania
$374K -$238 1 0.19% Reduced
3383
AMG
Advisors Management Group
Wisconsin
$373K +$46.8K 1 0.1% Increased
3384
AI
AXS Investments
New York
$372K -$540K 1 0.09% Reduced
3385
TAM
Tucker Asset Management
Colorado
$372K +$87.9K 4 0.09% Increased
3386
MIM
Macroview Investment Management
Maryland
$371K -$29.3K 3 0.44% Reduced
3387
SFG
Sterling Financial Group
California
$369K -$17.1K 1 0.22% Reduced
3388
SC
Sierra Capital
Florida
$368K -$27.6K 1 0.05% Reduced
3389
SWM
Soundmark Wealth Management
Washington
$367K -$37.5K 1 0.18% Reduced
3390
HWP
Hibernia Wealth Partners
Louisiana
$367K +$334K 1 0.28% Increased
3391
SFP
Sandbox Financial Partners
Maryland
$367K -$433K 1 0.17% Reduced
3392
EP
EPIQ Partners
Minnesota
$367K $0 1 0.26% Maintained
3393
BHWM
Beaird Harris Wealth Management
Texas
$367K +$17K 2 0.04% Increased
3394
IAP
Indie Asset Partners
Indiana
$366K +$350K 1 0.33% New
3395
VAG
VisionPoint Advisory Group
Texas
$366K -$54.9K 6 0.13% Reduced
3396
RBCM
Raub Brock Capital Management
California
$365K $0 1 0.08% Maintained
3397
BCM
Brown Capital Management
Maryland
$365K -$88.7K 1 0.01% Reduced
3398
PA
Perennial Advisors
New York
$365K $0 1 0.09% Maintained
3399
AFM
Abbot Financial Management
Massachusetts
$364K $0 1 0.22% Maintained
3400
TWM
Trueblood Wealth Management
Ohio
$362K +$310K 1 0.23% New