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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
SFC
SYM Financial Corp
Indiana
$234K +$179K 1 0.05% New
3502
HS
Horan Securities
United States
$234K +$111K 3 0.1% Increased
3503
HCM
Hilton Capital Management
New York
$233K +$205K 1 0.03% New
3504
AWG
Altus Wealth Group
Colorado
$233K +$220K 1 0.14% New
3505
WF
Warner Financial
Maryland
$232K +$178K 1 0.15% New
3506
MAM
Marotta Asset Management
Virginia
$231K +$177K 1 0.05% New
3507
LJAC
L.J. Altfest & Co
New York
$231K +$176K 1 0.03% New
3508
Weiss Asset Management
Weiss Asset Management
Massachusetts
$231K -$1.42M 1 0.02% Reduced
3509
LFGH
Lee Financial Group Hawaii
Hawaii
$230K +$3.2K 1 0.21% Increased
3510
LFA
Lauterbach Financial Advisors
Texas
$230K +$176K 1 0.18% New
3511
ACS
Archford Capital Strategies
Illinois
$228K -$1.3M 1 0.04% Reduced
3512
Members Trust
Members Trust
Florida
$228K +$199K 1 0.01% New
3513
SSI
Scott & Selber Inc
Texas
$227K +$173K 1 0.09% New
3514
KCM
Kathmere Capital Management
Pennsylvania
$227K -$41K 1 0.04% Reduced
3515
NPA
Nichols & Pratt Advisers
Massachusetts
$226K +$198K 1 0.02% New
3516
LGWM
Litman Gregory Wealth Management
California
$226K -$740K 1 0.03% Reduced
3517
AWAP
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$225K +$172K 1 0.16% New
3518
NWM
NEIRG Wealth Management
Massachusetts
$225K +$172K 1 0.04% New
3519
LEFP
Leading Edge Financial Planning
Tennessee
$225K +$172K 1 0.15% New
3520
FC
Fusion Capital
South Carolina
$224K +$171K 1 0.13% New
3521
HPA
High Probability Advisors
New York
$224K +$196K 1 0.05% New
3522
ACM
Anfield Capital Management
California
$224K +$171K 1 0.1% New
3523
QC
QCM Cayman
Texas
$223K -$486K 1 1.31% Reduced
3524
CFGSD
Compass Financial Group (South Dakota)
South Dakota
$223K +$170K 1 0.07% New
3525
EA
Evolution Advisers
Virginia
$223K $0 2 0.16% Maintained