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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
3426
HIM
Hanlon Investment Management
New Jersey
$219K +$208K 1 0.04% New
3427
SC
Scholtz & Company
Connecticut
$219K +$208K 1 0.07% New
3428
BFA
Brendel Financial Advisors
New Hampshire
$217K +$206K 1 0.11% New
3429
VFIC
Valley Forge Investment Consultants
Pennsylvania
$217K +$206K 1 0.1% New
3430
KAM
Knightsbridge Asset Management
California
$215K +$204K 1 0.07% New
3431
PO
Private Ocean
California
$215K -$153K 1 0.03% Reduced
3432
CWMGP
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$213K +$203K 1 0.17% New
3433
HAS
Holland Advisory Services
Florida
$213K +$204K 1 0.25% New
3434
SWP
Summit Wealth Partners
Florida
$212K +$202K 1 0.05% New
3435
IF
Ironwood Financial
Arizona
$212K +$24.2K 1 0.06% Increased
3436
RFN
RDA Financial Network
Iowa
$212K +$202K 1 0.09% New
3437
TI
tru Independence
Oregon
$212K +$201K 1 0.06% New
3438
BHTS
Bar Harbor Trust Services
Maine
$211K +$201K 1 0.06% New
3439
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$211K +$201K 1 0% New
3440
OAM
Origin Asset Management
United Kingdom
$211K +$205K 1 0.05% New
3441
TCFP
Treasure Coast Financial Planning
Florida
$211K +$201K 1 0.16% New
3442
III
Independent Investors Inc
New York
$210K +$201K 1 0.04% New
3443
MWM
Madison Wealth Management
Ohio
$210K -$107K 1 0.04% Reduced
3444
RWA
Roberts Wealth Advisors
California
$210K +$176K 1 0.08% New
3445
RCM
Robinson Capital Management
Michigan
$210K +$109K 1 0.13% Increased
3446
SEM
Strategic Equity Management
Arizona
$210K +$200K 1 0.07% New
3447
WCA
Waypoint Capital Advisors
Minnesota
$210K +$200K 1 0.14% New
3448
BPM
Bowling Portfolio Management
Ohio
$209K -$3.05K 1 0.04% Reduced
3449
CSWM
Cassady Schiller Wealth Management
Ohio
$209K +$199K 2 0.13% New
3450
UL
Unionview LLC
Washington
$209K +$199K 1 0.2% New