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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
3626
RHDIC
R.H. Dinel Investment Counsel
California
$2.01M $0 1 1.55% Maintained
3627
USB
Union Savings Bank
Connecticut
$2.01M -$10.1K 3 0.81% Reduced
3628
BCM
Boltwood Capital Management
California
$2.01M +$230K 3 0.46% Increased
3629
CWM
Castle Wealth Management
Florida
$2.01M -$396K 3 0.6% Reduced
3630
BWM
BCS Wealth Management
Tennessee
$2.01M +$72.8K 3 0.36% Increased
3631
DWA
Delap Wealth Advisory
Oregon
$2.01M $0 1 0.68% Maintained
3632
IWN
Independent Wealth Network
Iowa
$2M +$356K 2 0.51% Increased
3633
BWFA
Baltimore-Washington Financial Advisors
Maryland
$2M -$39K 2 0.07% Reduced
3634
IDA
Intelligence Driven Advisers
California
$2M +$487K 2 0.33% Increased
3635
DCM
Davis Capital Management
Florida
$2M +$89.6K 12 1.18% Increased
3636
CI
Ceera Investments
Texas
$2M -$56.5K 2 0.85% Reduced
3637
UWM
Urban Wealth Management
California
$2M +$1.07M 2 1.74% Increased
3638
CD
Chapin Davis
Maryland
$2M -$848K 2 0.35% Reduced
3639
PG
Proffitt & Goodson
Tennessee
$2M +$15.1K 3 0.27% Increased
3640
WWA
Wealth Watch Advisors
Colorado
$2M +$450K 3 0.65% Increased
3641
KC
Kintayl Capital
New York
$2M +$1.71M 1 0.79% New
3642
RFO
RiverGlades Family Offices
Florida
$2M +$421K 3 0.92% Increased
3643
CC
Constitution Capital
Connecticut
$1.99M $0 1 1.02% Maintained
3644
GBFG
Gerald Baker Financial Group
Texas
$1.99M +$305K 3 0.57% Increased
3645
CWMP
Clarion Wealth Managment Partners
Virginia
$1.99M -$34.2K 3 1.61% Reduced
3646
STA
Smith Thornton Advisors
Alabama
$1.99M +$597K 3 0.88% Increased
3647
CFC
Coyle Financial Counsel
Illinois
$1.99M +$131K 3 0.36% Increased
3648
SCM
Saxony Capital Management
Missouri
$1.98M +$492K 2 0.91% Increased
3649
RWM
Rialto Wealth Management
New York
$1.98M +$32.9K 19 0.39% Increased
3650
CA
CV Advisors
Florida
$1.98M $0 1 0.37% Maintained