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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
3451
VIA
Victrix Investment Advisors
Florida
$2.36M +$238K 2 0.99% Increased
3452
FPF
First Pacific Financial
Washington
$2.36M +$44.6K 5 0.28% Increased
3453
AFM
Abbot Financial Management
Massachusetts
$2.36M -$17.1K 3 0.81% Reduced
3454
Readystate Asset Management
Readystate Asset Management
Illinois
$2.36M -$9.53M 3 0.08% Reduced
3455
WP
Wealthspan Partners
Iowa
$2.35M +$402K 3 0.74% Increased
3456
NPCM
New Paradigm Capital Management
Virginia
$2.35M -$6.47M 1 5.02% Reduced
3457
EW
Enzi Wealth
Texas
$2.35M +$10.7K 2 0.74% Increased
3458
JF
JMN Financial
Ohio
$2.34M +$371K 4 1.82% Increased
3459
SAIG
Semper Augustus Investments Group
Colorado
$2.34M $0 1 0.26% Maintained
3460
BPMC
Buckland Partners Management Co
New York
$2.34M +$199K 2 1.15% Increased
3461
CIA
Compass Ion Advisors
Pennsylvania
$2.34M +$6.98K 3 0.2% Increased
3462
ASBI
American State Bank (Iowa)
Iowa
$2.33M -$9.48K 2 0.95% Reduced
3463
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$2.33M +$3.09M 1 0.09% New
3464
MSWM
McGlone Suttner Wealth Management
Wisconsin
$2.33M +$280K 2 0.27% Increased
3465
DWM
Darwin Wealth Management
Florida
$2.32M -$737K 3 0.64% Reduced
3466
AA
Addison Advisors
Vermont
$2.32M -$968K 5 1.1% Reduced
3467
VFM
Vision Financial Markets
Connecticut
$2.32M $0 3 2.01% Maintained
3468
CC
Clearwave Capital
California
$2.31M +$536K 4 1.28% Increased
3469
SPI
Sutton Place Investors
New York
$2.31M +$101K 2 1.12% Increased
3470
W
Wealthquest
Ohio
$2.31M +$170K 2 0.15% Increased
3471
TCM
Tradewinds Capital Management
Washington
$2.31M -$27.8K 8 0.41% Reduced
3472
GWM
Gilpin Wealth Management
Colorado
$2.31M +$15.5K 11 1.59% Increased
3473
CBOR
Community Bank of Raymore
Missouri
$2.3M $0 1 1.35% Maintained
3474
EIG
Ellenbecker Investment Group
Wisconsin
$2.3M -$80.9K 2 0.27% Reduced
3475
SCP
Stevens Capital Partners
Nebraska
$2.3M +$648K 2 0.44% Increased