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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
CWM
CarsonAllaria Wealth Management
Illinois
$159K -$6.54K 2 0.14% Reduced
3502
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$158K $0 2 0.03% Maintained
3503
RWM
Raffa Wealth Management
District of Columbia
$158K $0 8 0.06% Maintained
3504
MIHAS
Maj Invest Holding A/S
Denmark
$155K $0 1 0% Maintained
3505
CWM
Curi Wealth Management
North Carolina
$154K -$24.6K 3 0.03% Reduced
3506
SC
Sagefield Capital
Texas
$154K -$50.4K 1 0.07% Reduced
3507
GC
Gould Capital
Washington
$152K +$3.74K 1 0.11% Increased
3508
TW
Towerpoint Wealth
California
$150K +$9.34K 1 0.07% Increased
3509
TC
TradeLink Capital
Illinois
$150K +$633K 1 1.26% New
3510
LFA
Level Financial Advisors
New York
$147K -$37.4K 1 0.11% Reduced
3511
FSC
Full Sail Capital
Oklahoma
$145K +$501 1 0.01% Increased
3512
WAM
WFA Asset Management
Wisconsin
$144K $0 2 0.09% Maintained
3513
First Pacific Advisors
First Pacific Advisors
California
$140K $0 1 0% Maintained
3514
IWP
IAG Wealth Partners
Wisconsin
$138K -$875 3 0.04% Reduced
3515
WFA
West Financial Advisors
Iowa
$136K $0 1 0.04% Maintained
3516
FCMA
Foresight Capital Management Advisors
Michigan
$133K +$4.67K 1 0.15% Increased
3517
2C
272 Capital
Texas
$132K $0 2 0.06% Maintained
3518
DCM
Deuterium Capital Management
Florida
$132K -$1.41M 1 0.17% Reduced
3519
HCP
Hexagon Capital Partners
Arkansas
$132K +$5.27K 6 0.03% Increased
3520
COCM
Charter Oak Capital Management
New Hampshire
$131K +$27.7K 4 0.02% Increased
3521
PP
Pacifica Partners
Canada
$131K $0 2 0.09% Maintained
3522
FA
Fortis Advisors
Pennsylvania
$130K $0 1 0.07% Maintained
3523
LPIC
LeJeune Puetz Investment Counsel
Michigan
$129K $0 1 0.05% Maintained
3524
IHWM
Iron Horse Wealth Management
Iowa
$125K $0 1 0.07% Maintained
3525
HFA
HC Financial Advisors
California
$120K +$85K 3 0.07% Increased