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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
3501
CIA
Cape Investment Advisory
Georgia
$2.25M +$288K 8 0.6% Increased
3502
KPPF
Klein Pavlis & Peasley Financial
California
$2.25M +$466K 1 1.17% Increased
3503
KSWWM
Keyes Stange & Wooten Wealth Management
Florida
$2.25M -$374K 4 0.9% Reduced
3504
PCM
Pointe Capital Management
Michigan
$2.25M $0 4 1.01% Maintained
3505
RB
Renasant Bank
Mississippi
$2.24M +$187K 2 1.44% Increased
3506
EPI
Eddie Patel Inc
Illinois
$2.24M +$54.1K 2 1.34% Increased
3507
CMI
Clare Market Investments
Texas
$2.24M +$742K 2 0.41% Increased
3508
LW
Libra Wealth
California
$2.24M +$103K 1 0.57% Increased
3509
ACP
Aviance Capital Partners
Florida
$2.23M -$256K 3 0.23% Reduced
3510
PFW
Petros Family Wealth
Minnesota
$2.22M -$83.5K 4 1.36% Reduced
3511
PB
Pinnacle Bancorp
Nebraska
$2.22M +$403K 8 0.58% Increased
3512
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.22M +$196K 2 0.35% Increased
3513
TIA
Trust Investment Advisors
Indiana
$2.22M -$5.24K 1 1.06% Reduced
3514
SFS
Symphony Financial Services
Ohio
$2.21M +$66.6K 4 0.99% Increased
3515
SGFG
Silver Grove Financial Group
New York
$2.21M +$347K 16 1.2% Increased
3516
RAM
Robocap Asset Management
United Kingdom
$2.21M -$49.3K 1 1.78% Reduced
3517
AWM
Act Wealth Management
Texas
$2.2M +$130K 1 0.65% Increased
3518
APWA
Atlas Private Wealth Advisors
New Jersey
$2.2M -$188K 2 0.48% Reduced
3519
ECA
Elevate Capital Advisors
Colorado
$2.2M +$754K 2 1.21% Increased
3520
TWM
Tortuga Wealth Management
California
$2.2M +$235K 3 1.67% Increased
3521
KSB
Kennebec Savings Bank
Maine
$2.2M -$24.9K 4 1.77% Reduced
3522
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$2.2M -$58.2K 2 0.45% Reduced
3523
SWM
Shelton Wealth Management
Texas
$2.19M -$1.44M 1 0.86% Reduced
3524
MAG
M3 Advisory Group
Massachusetts
$2.19M +$38K 2 1.14% Increased
3525
OCM
Orion Capital Management
California
$2.19M +$124 5 0.68% Increased