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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
AWG
Altus Wealth Group
Colorado
$227K $0 1 0.14% Maintained
3502
CPA
Capital Performance Advisors
California
$227K -$86.3K 1 0.12% Reduced
3503
CF
Clarity Financial
Texas
$227K +$233K 1 0.04% New
3504
WWC
Waypoint Wealth Counsel
Georgia
$226K +$232K 1 0.21% New
3505
MWM
Mattern Wealth Management
Kansas
$226K -$16.7K 1 0.07% Reduced
3506
RP
Riverwater Partners
Wisconsin
$225K -$469K 1 0.2% Reduced
3507
LBC
Lawrence B. Cohen
$225K -$2.92M 1 0.15% Reduced
3508
PGF
Plan Group Financial
Oklahoma
$225K +$231K 1 0.16% New
3509
OFG
Omega Financial Group
California
$225K $0 1 0.11% Maintained
3510
Todd Asset Management
Todd Asset Management
Kentucky
$223K $0 1 0.01% Maintained
3511
TC
Trium Capital
United Kingdom
$223K +$49.7K 1 0% Increased
3512
YWM
Yoder Wealth Management
California
$222K +$24.4K 1 0.18% Increased
3513
WH
Whitcomb & Hess
Ohio
$222K $0 1 0.08% Maintained
3514
CHP
Cable Hill Partners
Oregon
$222K -$587K 1 0.03% Reduced
3515
WF
Warner Financial
Maryland
$222K $0 1 0.15% Maintained
3516
CAS
Coppell Advisory Solutions
Texas
$222K -$53.9K 10 0.08% Reduced
3517
WF
Whelan Financial
California
$221K +$30.3K 1 0.12% Increased
3518
MAM
Marotta Asset Management
Virginia
$221K -$257 1 0.05% Reduced
3519
SRAM
Spouting Rock Asset Management
Pennsylvania
$221K +$227K 1 0.07% New
3520
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$221K +$17.6K 1 0.03% Increased
3521
TL
Tradewinds LLC
North Carolina
$221K +$227K 1 0.13% New
3522
MSCM
McElhenny Sheffield Capital Management
Texas
$221K +$18K 1 0.11% Increased
3523
ACS
Archford Capital Strategies
Illinois
$220K +$8.22K 1 0.04% Increased
3524
PP
PrairieView Partners
Minnesota
$220K -$178K 1 0.03% Reduced
3525
CWP
Core Wealth Partners
California
$220K +$226K 1 0.2% New