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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
TFP
Traction Financial Partners
Wyoming
$313K +$300K 1 0.21% New
3502
BC
Barrett & Company
Rhode Island
$313K $0 2 0.17% Maintained
3503
EBT
Enterprise Bank & Trust
Massachusetts
$313K -$31.8K 1 0.11% Reduced
3504
LAS
Legacy Advisory Services
Pennsylvania
$313K +$287K 1 0.33% New
3505
OHWA
Oak Hill Wealth Advisors
Virginia
$313K $0 1 0.11% Maintained
3506
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$312K -$17.8K 1 0.02% Reduced
3507
JWS
Juncture Wealth Strategies
Arizona
$312K -$19K 1 0.14% Reduced
3508
PWMG
Private Wealth Management Group
New Jersey
$312K +$287K 10 0.15% New
3509
PA
Probity Advisors
Texas
$311K -$13.9K 1 0.07% Reduced
3510
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$310K +$14.5K 1 0.02% Increased
3511
GCIM
Gunn & Company Investment Management
Florida
$310K +$296K 1 0.02% New
3512
KWM
Kolinsky Wealth Management
New Jersey
$309K +$42.8K 1 0.27% Increased
3513
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$309K +$17.3K 1 0.14% Increased
3514
CAM
Crestone Asset Management
Colorado
$308K +$34K 1 0.07% Increased
3515
FPWM
FSB Premier Wealth Management
Iowa
$308K $0 1 0.15% Maintained
3516
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$307K -$282K 1 0.03% Reduced
3517
ANB
Amarillo National Bank
Texas
$306K +$9.49K 1 0.06% Increased
3518
IPW
Intergy Private Wealth
Colorado
$305K -$16.2K 1 0.13% Reduced
3519
LJHT
Laurie J. Hall Trustee
$305K +$125K 1 0.12% Increased
3520
GA
Goldstein Advisors
Wisconsin
$305K -$140K 1 0.05% Reduced
3521
WFS
Weitzel Financial Services
Iowa
$305K $0 1 0.16% Maintained
3522
AFG
AFS Financial Group
Maryland
$303K -$60.6K 1 0.28% Reduced
3523
AWM
Activest Wealth Management
Florida
$303K +$951 1 0.17% Increased
3524
BFPW
BOK Financial Private Wealth
Colorado
$302K +$3.49K 3 0.02% Increased
3525
ECG
EPIQ Capital Group
California
$301K $0 1 0.14% Maintained