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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
3601
BAM
Banta Asset Management
California
$204K +$156K 1 0.24% New
3602
RWA
Rainsberger Wealth Advisors
Colorado
$202K +$154K 1 0.12% New
3603
KM
Kalos Management
Georgia
$202K -$68.5K 1 0.43% Reduced
3604
BFA
Buttonwood Financial Advisors
Maryland
$201K +$176K 1 0.13% New
3605
QWM
Quaker Wealth Management
New Jersey
$201K +$154K 1 0.09% New
3606
SAM
Smithbridge Asset Management
Pennsylvania
$201K +$176K 1 0.05% New
3607
WF
Whelan Financial
California
$201K +$153K 1 0.1% New
3608
RA
Riverstone Advisors
Texas
$201K +$178K 1 0.12% New
3609
NIC
Northwest Investment Counselors
Oregon
$200K -$15K 3 0.05% Reduced
3610
DCBT
Dakota Community Bank & Trust
North Dakota
$198K -$9.67K 2 1.17% Reduced
3611
UID
Union Investments & Development
Israel
$196K $0 1 0.1% Maintained
3612
TCA
Trifecta Capital Advisors
Illinois
$192K +$21.2K 2 0.06% Increased
3613
WTG
West Tower Group
Virginia
$189K +$164K 6 0.13% New
3614
MFG
Mendota Financial Group
Wisconsin
$188K +$158K 2 0.21% Increased
3615
TVWM
Tower View Wealth Management
Wisconsin
$185K $0 1 0.13% Maintained
3616
DF
Dunhill Financial
United Kingdom
$184K +$157K 1 0.12% New
3617
RG
Retirement Group
California
$184K -$28.8K 5 0.08% Reduced
3618
RBC
Roble Belko & Company
Pennsylvania
$177K $0 2 0.04% Maintained
3619
AJ
Ashburton (Jersey)
Jersey
$175K -$16.9M 1 0.09% Reduced
3620
LF
Lee Financial
Texas
$171K +$25.5K 3 0.03% Increased
3621
RDIA
RE Dickinson Investment Advisors
Iowa
$170K $0 2 0.06% Maintained
3622
PO
Private Ocean
California
$166K +$1K 2 0.02% Increased
3623
CCA
Castle Creek Arbitrage
Colorado
$164K $0 1 0.02% Maintained
3624
CWM
CarsonAllaria Wealth Management
Illinois
$163K +$20.2K 2 0.13% Increased
3625
KI
Kapitalo Investimentos
Brazil
$163K -$76.7K 1 0.03% Reduced