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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
CWM
Cahaba Wealth Management
Georgia
$248K -$1.41M 1 0.03% Reduced
3452
EGA
E&G Advisors
Texas
$247K +$189K 1 0.09% New
3453
NCM
Nelson Capital Management
California
$247K +$189K 1 0.06% New
3454
CFA
Camarda Financial Advisors
Florida
$247K +$189K 1 0.12% New
3455
SCA
Sippican Capital Advisors
Massachusetts
$247K +$189K 1 0.23% New
3456
DG
DMC Group
Alabama
$247K -$23.2K 1 0.25% Reduced
3457
FCMT
Founders Capital Management (Texas)
Texas
$247K $0 2 0.18% Maintained
3458
ANB
Amarillo National Bank
Texas
$247K -$4.22K 1 0.05% Reduced
3459
FA
Financial Advisors
Massachusetts
$246K +$188K 1 0.06% New
3460
AOG
Alpha Omega Group
Virginia
$246K +$188K 1 0.46% New
3461
ABLA
Alan B. Lancz & Associates
Ohio
$245K -$131K 1 0.26% Reduced
3462
RPGK
Retirement Planning Group (Kansas)
Kansas
$245K +$187K 1 0.02% New
3463
HCM
Hudson Capital Management
New Jersey
$244K +$187K 1 0.09% New
3464
III
Independent Investors Inc
New York
$244K $0 1 0.06% Maintained
3465
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$244K -$9.15K 1 0.03% Reduced
3466
DWM
Dechtman Wealth Management
Colorado
$244K +$187K 1 0.07% New
3467
AA
Altrafin AG
$244K -$99 1 0.11% Reduced
3468
RGF
Retirement Guys Formula
Ohio
$242K -$47.8K 1 0.14% Reduced
3469
PIA
Pinion Investment Advisors
Kansas
$241K +$215K 1 0.16% New
3470
BWM
Birchcreek Wealth Management
Ohio
$241K +$184K 1 0.17% New
3471
TFP
Tilia Fiduciary Partners
North Carolina
$241K +$4K 5 0.22% Increased
3472
ERWM
Elk River Wealth Management
Colorado
$241K $0 1 0.05% Maintained
3473
PL
Parthenon LLC
Kentucky
$241K $0 1 0.03% Maintained
3474
TWM
Trevian Wealth Management
Massachusetts
$241K +$184K 1 1.92% New
3475
XS
XR Securities
Illinois
$240K +$214K 1 0.01% New