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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
WFA
West Financial Advisors
Iowa
$100K $0 1 0.03% Maintained
3427
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$99K -$83.8M 2 1.33% Reduced
3428
NIC
Northwest Investment Counselors
Oregon
$97K -$7.68K 2 0.03% Reduced
3429
CWM
Cedar Wealth Management
California
$96K -$979 2 0.05% Reduced
3430
SMP
Santa Monica Partners
Florida
$93K $0 1 0.07% Maintained
3431
SI
SCP Investment
California
$93K -$301K 1 0.09% Reduced
3432
IA
IFS Advisors
Kansas
$91K $0 1 0.17% Maintained
3433
LJHT
Laurie J. Hall Trustee
$91K $0 2 0.04% Maintained
3434
GWMI
Guardian Wealth Management (Illinois)
Illinois
$90K -$840 2 0.1% Reduced
3435
T
TOBAM
France
$88K -$31.5K 1 0.01% Reduced
3436
RG
Retirement Group
California
$82K -$526K 4 0.07% Reduced
3437
TA
Teramo Advisors
Florida
$80K $0 1 0.05% Maintained
3438
CWA
Clearview Wealth Advisors
Oregon
$79K +$25.1K 2 0.06% Increased
3439
GG
Gleason Group
Kentucky
$78K +$420 1 0.03% Increased
3440
MDCM
Morgan Dempsey Capital Management
Wisconsin
$78K +$3.12K 1 0.03% Increased
3441
DI
Disciplined Investments
Oklahoma
$73K +$1.12K 11 0.03% Increased
3442
FPB
First PREMIER Bank
South Dakota
$72K $0 2 0.02% Maintained
3443
BA
Bellwether Advisors
Nebraska
$71K +$9.79K 2 0.02% Increased
3444
PSB
Piscataqua Savings Bank
New Hampshire
$70K $0 2 0.07% Maintained
3445
WWP
WR Wealth Planners
Missouri
$69.3K +$4.6K 3 0.05% Increased
3446
FA
Fortis Advisors
Pennsylvania
$69K -$12K 1 0.05% Reduced
3447
LIM
Lagoda Investment Management
New York
$68K +$73.2K 1 0.05% New
3448
MCA
Maryland Capital Advisors
Maryland
$68K +$16.2K 2 0.07% Increased
3449
SIM
Studio Investment Management
Illinois
$66K $0 1 0.02% Maintained
3450
AWM
AllSquare Wealth Management
New York
$65K $0 2 0.05% Maintained