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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
MCM
Mendel Capital Management
Arkansas
$362K $0 1 0.26% Maintained
3402
RWG
Regal Wealth Group
California
$362K -$19.7K 1 0.22% Reduced
3403
KIG
Kennedy Investment Group
New Jersey
$361K +$22.3K 1 0.2% Increased
3404
Hills Bank & Trust
Hills Bank & Trust
Iowa
$361K +$1.77K 2 0.04% Increased
3405
DIP
DT Investment Partners
Pennsylvania
$360K +$5.47K 3 0.04% Increased
3406
CIA
Cohen Investment Advisors
New Hampshire
$360K -$10.7K 1 0.27% Reduced
3407
CPA
Clear Point Advisors
New York
$360K +$343K 3 0.32% New
3408
SFWC
Strategic Family Wealth Counselors
New Jersey
$359K -$47.5K 1 0.15% Reduced
3409
AFM
Anson Funds Management
Texas
$358K +$316K 1 0.04% New
3410
PGWM
Pitti Group Wealth Management
New York
$358K +$1.19K 1 0.39% Increased
3411
SRWM
Shira Ridge Wealth Management
California
$357K +$79.7K 1 0.21% Increased
3412
FWM
Fonville Wealth Management
Virginia
$357K +$342K 1 0.19% New
3413
PM
Penbrook Management
New York
$357K -$17.7K 2 0.24% Reduced
3414
BWM
BlackDiamond Wealth Management
New York
$355K +$34.7K 1 0.26% Increased
3415
GCA
Genesee Capital Advisors
New York
$355K $0 1 0.22% Maintained
3416
RIS
Retirement Income Solutions
Michigan
$355K -$71.7K 1 0.09% Reduced
3417
OMIC
Old Mission Investment Co
Michigan
$354K -$44.2K 1 0.12% Reduced
3418
FA
FF Advisors
California
$354K +$339K 1 0.29% New
3419
HFW
Horizon Family Wealth
Illinois
$354K +$338K 1 0.3% New
3420
NF
Nvest Financial
New Hampshire
$354K +$119K 1 0.28% Increased
3421
UWPG
Ullmann Wealth Partners Group
Florida
$353K +$73.2K 1 0.06% Increased
3422
MCM
Morton Capital Management
California
$352K -$8.56K 1 0.1% Reduced
3423
BFS
Burkett Financial Services
South Carolina
$352K +$329K 2 0.2% New
3424
AA
AF Advisors
California
$351K +$1.19K 1 0.08% Increased
3425
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$351K +$22.1K 2 0.08% Increased