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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
OBWP
O'Brien Wealth Partners
Massachusetts
$38K +$10.3K 1 0.02% Increased
3477
CIR
Clear Investment Research
Georgia
$37K +$4.19K 2 0.08% Increased
3478
Harding Loevner
Harding Loevner
New Jersey
$37K -$3.44K 1 0% Reduced
3479
SIM
Sandia Investment Management
Massachusetts
$36K +$37.8K 1 0.01% New
3480
ACM
Antonetti Capital Management
Florida
$35K -$559 2 0.04% Reduced
3481
EC
Elequin Capital
New York
$35K +$24.1K 2 0.01% Increased
3482
AA
AlphaCentric Advisors
Puerto Rico
$34K +$36K 1 0.03% New
3483
DMKJ
David M. Knott Jr
$34K +$24.1K 2 0.01% Increased
3484
IHWM
Iron Horse Wealth Management
Iowa
$32K -$63.7K 1 0.05% Reduced
3485
MIM
Meridiem Investment Management
United Kingdom
$32K $0 1 0% Maintained
3486
CPFP
Clear Perspectives Financial Planning
Ohio
$31K $0 1 0.02% Maintained
3487
MRG
Milestone Resources Group
British Virgin Islands
$31K $0 1 0% Maintained
3488
NSB
Norway Savings Bank
Maine
$28K $0 1 0.02% Maintained
3489
APC
Aspire Private Capital
North Carolina
$27K -$273 3 0.01% Reduced
3490
CDIA
Capital Directions Investment Advisors
Georgia
$27K -$28K 0 – Closed
3491
SSC
Syverson Strege & Co
Iowa
$27K -$15K 1 0.01% Reduced
3492
DBG
De Burlo Group
Massachusetts
$26.7K -$3.81M 3 0.01% Reduced
3493
SC
Seldon Capital
California
$26K $0 1 0.02% Maintained
3494
KSWA
Kathleen S. Wright Associates
Pennsylvania
$24K $0 1 0.02% Maintained
3495
PFT
Providence First Trust
Arizona
$24K +$25.1K 1 0.01% New
3496
WAM
Warberg Asset Management
Illinois
$23K $0 2 0% Maintained
3497
AIA
Arcadia Investment Advisors
Idaho
$20.8K +$279 1 0.02% Increased
3498
TC
Trust Company
Kansas
$20K $0 1 0% Maintained
3499
CS
Capital Square
Tennessee
$19K -$722K 1 0.02% Reduced
3500
BAM
Baldrige Asset Management
Pennsylvania
$18K $0 1 0.01% Maintained