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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
BCMO
Buckingham Capital Management (Ohio)
Ohio
$234K -$20.2K 1 0.04% Reduced
3402
BFC
Blue Fin Capital
Rhode Island
$233K +$203K 1 0.07% New
3403
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$233K -$1.87K 1 0.03% Reduced
3404
NRW
Nova R Wealth
Kansas
$232K +$201K 1 0.2% New
3405
SWMP
Signature Wealth Management Partners
New Jersey
$232K $0 1 0.2% Maintained
3406
UFA
US Financial Advisors
Massachusetts
$232K +$1.87K 1 0.11% Increased
3407
BFWA
Benchmark Financial Wealth Advisors
Florida
$231K +$200K 1 0.1% New
3408
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$231K $0 1 0.01% Maintained
3409
TA
TruWealth Advisors
Louisiana
$231K -$47.7K 1 0.02% Reduced
3410
KMWM
Keudell/Morrison Wealth Management
Oregon
$230K $0 1 0.1% Maintained
3411
PA
Perennial Advisors
New York
$230K $0 1 0.06% Maintained
3412
FEG
Financial Enhancement Group
Indiana
$228K -$65.4K 1 0.04% Reduced
3413
GG
GenWealth Group
New Jersey
$228K $0 1 0.06% Maintained
3414
SEM
Strategic Equity Management
Arizona
$228K +$12.1K 1 0.08% Increased
3415
AIM
Avity Investment Management
Connecticut
$227K -$251K 1 0.02% Reduced
3416
OFS
Orrstown Financial Services
Pennsylvania
$227K -$16.4K 1 0.42% Reduced
3417
TFA
Trinity Financial Advisors
Ohio
$227K $0 1 0.14% Maintained
3418
VFIC
Valley Forge Investment Consultants
Pennsylvania
$227K +$5.61K 1 0.09% Increased
3419
CC
Claybrook Capital
Massachusetts
$226K $0 1 0.11% Maintained
3420
GG
Golden Green
South Carolina
$226K -$115K 1 0.19% Reduced
3421
IIM
Ipswich Investment Management
Massachusetts
$225K $0 1 0.06% Maintained
3422
NFG
Norris Financial Group
South Carolina
$224K -$592K 1 0.14% Reduced
3423
BWIA
Bryant Woods Investment Advisors
New York
$224K +$194K 1 0.18% New
3424
DF Dent & Co
DF Dent & Co
Maryland
$224K $0 1 0% Maintained
3425
KAM
Knightsbridge Asset Management
California
$224K +$4.67K 1 0.07% Increased