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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
DWM
Denver Wealth Management
Colorado
$202K +$170K 1 0.14% New
3427
BAM
Blueshift Asset Management
New Jersey
$201K -$217K 1 0.08% Reduced
3428
BA
Bridge Advisory
California
$201K -$401K 1 0.08% Reduced
3429
LIM
Lagoda Investment Management
New York
$200K +$26.9K 1 0.14% Increased
3430
FCMT
Founders Capital Management (Texas)
Texas
$198K $0 2 0.15% Maintained
3431
Millburn Ridgefield Corp
Millburn Ridgefield Corp
New York
$198K -$21.8K 1 0.01% Reduced
3432
UFF
USA Financial Formulas
Michigan
$196K +$193K 4 0.32% New
3433
BCM
Blume Capital Management
California
$194K -$12.5K 2 0.06% Reduced
3434
TFP
Tilia Fiduciary Partners
North Carolina
$193K -$5.06K 5 0.18% Reduced
3435
BHWM
Bay Harbor Wealth Management
Maryland
$189K $0 1 0.08% Maintained
3436
SHIM
Stone House Investment Management
Pennsylvania
$183K +$157K 3 0.06% New
3437
SSG
Summit Securities Group
New York
$182K -$297K 3 0.02% Reduced
3438
NAM
Nexpoint Asset Management
Texas
$181K $0 1 0.02% Maintained
3439
EA
Evolution Advisers
Virginia
$178K $0 2 0.13% Maintained
3440
RG
Retirement Group
California
$177K +$62.1K 5 0.08% Increased
3441
HWM
HighMark Wealth Management
Minnesota
$174K +$11.7K 3 0.14% Increased
3442
NIC
Northwest Investment Counselors
Oregon
$173K +$35.4K 3 0.05% Increased
3443
PFA
Pathway Financial Advisers
Indiana
$173K +$62.6K 3 0.07% Increased
3444
DCBT
Dakota Community Bank & Trust
North Dakota
$172K -$5.83K 2 1.06% Reduced
3445
UID
Union Investments & Development
Israel
$172K +$168K 1 0.1% New
3446
PPWM
PFG Private Wealth Management
Florida
$171K -$245K 2 0.11% Reduced
3447
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K +$59.5K 2 0.04% Increased
3448
BHWM
Beaird Harris Wealth Management
Texas
$170K -$26.3K 2 0.03% Reduced
3449
MLA
MB, Levis & Associates
Pennsylvania
$166K $0 3 0.12% Maintained
3450
PCFFS
Pacific Center for Financial Services
California
$165K +$138K 1 0.06% New