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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
3401
FA
Fermata Advisors
California
$2.49M +$231K 3 0.5% Increased
3402
JC
JM2 Capital
Oklahoma
$2.49M +$283K 2 1.71% Increased
3403
FMP
Financial Management Professionals
Texas
$2.48M +$41.1K 7 0.24% Increased
3404
RDFA
Ritter Daniher Financial Advisory
Ohio
$2.48M -$78.9K 10 0.38% Reduced
3405
SN
Sittner & Nelson
Oregon
$2.47M -$6.59K 5 0.78% Reduced
3406
ALC
Alexander Labrunerie & Co
Missouri
$2.47M -$15.5K 1 0.87% Reduced
3407
BA
Ballast Advisors
Minnesota
$2.47M -$193K 2 0.59% Reduced
3408
SAM
Silphium Asset Management
United Kingdom
$2.46M +$818K 2 0.83% Increased
3409
CL
COWA LLC
Oklahoma
$2.46M $0 2 0.62% Maintained
3410
WFAG
Wescott Financial Advisory Group
Pennsylvania
$2.46M +$75.5K 3 0.19% Increased
3411
SIM
Seaview Investment Managers
Florida
$2.46M +$400K 3 0.73% Increased
3412
KF
KKM Financial
Illinois
$2.46M +$793K 1 0.34% Increased
3413
FAN
Financial Advisors Network
California
$2.46M +$126K 2 0.3% Increased
3414
AWA
Alta Wealth Advisors
Massachusetts
$2.45M +$221K 2 0.66% Increased
3415
PIFP
Partners in Financial Planning
Virginia
$2.45M -$8.16K 2 0.37% Reduced
3416
OS
Objectivity Squared
South Carolina
$2.45M -$79.3K 1 1.38% Reduced
3417
PWP
Pursue Wealth Partners
California
$2.44M -$171K 1 1.37% Reduced
3418
WPP
Whalerock Point Partners
Rhode Island
$2.44M -$345K 3 0.42% Reduced
3419
SIM
Sims Investment Management
Ohio
$2.44M +$84.2K 4 0.75% Increased
3420
VU
Vanderbilt University
Tennessee
$2.44M +$2.31M 1 0.34% New
3421
HPBT
Hickory Point Bank & Trust
Illinois
$2.44M -$8.16K 5 1.48% Reduced
3422
E
Entelevest
Florida
$2.44M +$116K 3 2.08% Increased
3423
AFG
Altiora Financial Group
Ohio
$2.44M +$286K 1 0.38% Increased
3424
CWA
Crusonia Wealth Advisors
Colorado
$2.44M +$479K 3 0.4% Increased
3425
1CP
17 Capital Partners
Arizona
$2.42M +$120K 2 1.09% Increased