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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
MIHAS
Maj Invest Holding A/S
Denmark
$163K $0 1 0% Maintained
3452
CCA
Castle Creek Arbitrage
Colorado
$161K $0 1 0.02% Maintained
3453
HCM
Highlander Capital Management
New Jersey
$160K $0 1 0.08% Maintained
3454
RDIA
RE Dickinson Investment Advisors
Iowa
$156K $0 2 0.05% Maintained
3455
PWM
Prosperity Wealth Management
California
$154K +$130K 1 0.12% New
3456
TVWM
Tower View Wealth Management
Wisconsin
$146K $0 1 0.1% Maintained
3457
RBC
Roble Belko & Company
Pennsylvania
$144K -$2.44K 2 0.03% Reduced
3458
KFP
KB Financial Partners
New Jersey
$143K +$43.9K 3 0.04% Increased
3459
RFG
RFP Financial Group
Georgia
$143K -$266K 9 0.16% Reduced
3460
MC
Machina Capital
France
$138K -$115K 1 0.12% Reduced
3461
CWM
Cedar Wealth Management
California
$132K +$5.8K 2 0.05% Increased
3462
KHC
Koesten Hirschmann & Crabtree
Kansas
$131K +$2.97K 1 0.1% Increased
3463
PO
Private Ocean
California
$131K -$44.4K 2 0.02% Reduced
3464
TCA
Trifecta Capital Advisors
Illinois
$130K +$3.49K 2 0.05% Increased
3465
QL
Quarry LP
New York
$129K +$38.8K 4 0.03% Increased
3466
PFSC
Peoples Financial Services Corp
Pennsylvania
$128K $0 3 0.06% Maintained
3467
PG
Proffitt & Goodson
Tennessee
$127K +$174 1 0.03% Increased
3468
CSPAM
Cary Street Partners Asset Management
Virginia
$126K -$26.5K 3 0.02% Reduced
3469
6CM
683 Capital Management
New York
$126K -$13.5K 1 0.01% Reduced
3470
HI
Hendershot Investments
Virginia
$124K $0 1 0.02% Maintained
3471
RWM
Raffa Wealth Management
District of Columbia
$122K +$5.58K 7 0.04% Increased
3472
WFA
West Financial Advisors
Iowa
$121K +$36.1K 1 0.03% Increased
3473
SC
Solstein Capital
California
$121K -$49.2K 4 0.11% Reduced
3474
FSC
Full Sail Capital
Oklahoma
$115K $0 1 0.01% Maintained
3475
BC
Belmont Capital
California
$114K +$69.8K 1 0.09% Increased