← All themes

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
GC
Gould Capital
Washington
$150K +$7.71K 1 0.12% Increased
3602
LJHT
Laurie J. Hall Trustee
$149K $0 1 0.06% Maintained
3603
RWM
Raffa Wealth Management
District of Columbia
$145K -$4.21K 7 0.05% Reduced
3604
SC
Solstein Capital
California
$140K $0 4 0.12% Maintained
3605
CWM
CarsonAllaria Wealth Management
Illinois
$140K -$18.2K 2 0.11% Reduced
3606
GM
GeoWealth Management
Illinois
$137K +$71K 2 0.02% Increased
3607
PP
PFS Partners
New Jersey
$136K $0 4 0.12% Maintained
3608
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$135K +$147K 2 0.05% New
3609
AA
Addison Advisors
Vermont
$133K +$49.3K 2 0.06% Increased
3610
MIA
Milestone Investment Advisors
Wisconsin
$132K +$136K 1 0.04% New
3611
GWMI
Guardian Wealth Management (Illinois)
Illinois
$130K +$318 2 0.12% Increased
3612
SGA
Seaport Global Advisors
Massachusetts
$129K $0 1 0.39% Maintained
3613
JWM
Jupiter Wealth Management
Colorado
$129K +$154K 1 0.08% New
3614
GG
Gleason Group
Kentucky
$127K +$431 1 0.03% Increased
3615
IHWM
Iron Horse Wealth Management
Iowa
$125K +$4.37K 2 0.06% Increased
3616
MTIC
Missouri Trust & Investment Company
Missouri
$119K +$6.47K 5 0.05% Increased
3617
RA
RiverPark Advisors
New York
$118K +$126K 2 0.11% New
3618
DEM
Disciplined Equity Management
Florida
$118K $0 1 0.1% Maintained
3619
DFA
DHJJ Financial Advisors
Illinois
$117K +$123K 5 0.06% New
3620
BCM
Blume Capital Management
California
$116K $0 1 0.03% Maintained
3621
QL
Quarry LP
New York
$115K +$18.4K 4 0.03% Increased
3622
KLWA
Kelly Lawrence W & Associates
California
$113K $0 2 0.03% Maintained
3623
JGIA
Jackson Grant Investment Advisers
Connecticut
$113K $0 3 0.05% Maintained
3624
PSB
Piscataqua Savings Bank
New Hampshire
$111K $0 2 0.1% Maintained
3625
MDCM
Morgan Dempsey Capital Management
Wisconsin
$110K +$283 1 0.03% Increased