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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
3476
TWPM
Total Wealth Planning & Management
Florida
$2.3M -$463K 3 1.55% Reduced
3477
BFC
Blue Fin Capital
Rhode Island
$2.29M +$811K 3 0.33% Increased
3478
WA
Waystone Advisors
Washington
$2.29M +$55.7K 3 1.71% Increased
3479
PFA
Perryman Financial Advisory
Texas
$2.28M +$1.42M 2 0.3% Increased
3480
CNC
Citizens & Northern Corp
Pennsylvania
$2.28M -$234K 1 0.52% Reduced
3481
CA
Cornerstone Advisory
Maryland
$2.28M +$56.6K 2 0.19% Increased
3482
SoftBank Group
SoftBank Group
Japan
$2.28M $0 1 0.01% Maintained
3483
SA
Sonoma Allocations
California
$2.27M +$861K 3 0.71% Increased
3484
CTC
Cetera Trust Company
Minnesota
$2.27M +$4.05K 5 1.14% Increased
3485
BDF
Black Diamond Financial
Maryland
$2.27M -$163K 4 0.2% Reduced
3486
FNBOH
First National Bank of Hutchinson
Kansas
$2.27M +$225K 3 1.25% Increased
3487
VIPI
Vista Investment Partners II
Indiana
$2.27M +$4.74K 3 0.89% Increased
3488
FCA
FLC Capital Advisors
California
$2.27M +$481K 3 0.36% Increased
3489
EIA
Eldridge Investment Advisors
New Hampshire
$2.26M +$4.77K 3 0.45% Increased
3490
BWM
Baron Wealth Management
Michigan
$2.26M -$17K 3 0.59% Reduced
3491
CCM
Courage Capital Management
Tennessee
$2.26M $0 1 3.36% Maintained
3492
WIM
Walsky Investment Management
Pennsylvania
$2.26M -$82.7K 1 2.1% Reduced
3493
ICM
Intrepid Capital Management
Florida
$2.26M +$228K 2 0.8% Increased
3494
ST
Somerset Trust
Pennsylvania
$2.26M +$6.76K 2 0.64% Increased
3495
FCM
Fieldview Capital Management
Michigan
$2.26M -$3.65M 6 0.64% Reduced
3496
GGI
GPM Growth Investors
Michigan
$2.26M -$3.58K 1 0.94% Reduced
3497
IAAG
Innovative Asset Advisors Group
Connecticut
$2.26M -$290K 4 0.99% Reduced
3498
DKCM
Davidson Kahn Capital Management
California
$2.26M -$82.3K 2 0.97% Reduced
3499
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.26M +$4.46K 4 0.57% Increased
3500
S
Sachetta
Massachusetts
$2.26M -$191K 9 1.1% Reduced