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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
KHC
Koesten Hirschmann & Crabtree
Kansas
$161K -$3.4K 1 0.12% Reduced
3627
PG
Proffitt & Goodson
Tennessee
$160K $0 1 0.03% Maintained
3628
HWM
HighMark Wealth Management
Minnesota
$158K -$46K 3 0.12% Reduced
3629
HI
Hendershot Investments
Virginia
$157K $0 1 0.03% Maintained
3630
PFSC
Peoples Financial Services Corp
Pennsylvania
$157K $0 3 0.07% Maintained
3631
SJIM
St. Johns Investment Management
Florida
$156K +$84.4K 2 0.08% Increased
3632
RWM
Raffa Wealth Management
District of Columbia
$154K +$2.2K 7 0.05% Increased
3633
SC
Solstein Capital
California
$151K $0 4 0.13% Maintained
3634
KFP
KB Financial Partners
New Jersey
$149K -$21K 3 0.04% Reduced
3635
GC
Gould Capital
Washington
$148K +$20K 1 0.11% Increased
3636
HCM
Highlander Capital Management
New Jersey
$146K $0 1 0.07% Maintained
3637
ECM
Elgethun Capital Management
South Dakota
$146K +$128K 1 0.04% New
3638
PP
PFS Partners
New Jersey
$143K +$14.1K 4 0.12% Increased
3639
MIHAS
Maj Invest Holding A/S
Denmark
$142K $0 1 0% Maintained
3640
LJHT
Laurie J. Hall Trustee
$141K +$80.7K 1 0.06% Increased
3641
SGA
Seaport Global Advisors
Massachusetts
$135K -$179K 1 0.4% Reduced
3642
GWMI
Guardian Wealth Management (Illinois)
Illinois
$135K +$277 2 0.12% Increased
3643
BBP
Banco BTG Pactual
Brazil
$128K +$77.2K 1 0.05% New
3644
IHWM
Iron Horse Wealth Management
Iowa
$127K $0 1 0.06% Maintained
3645
KLWA
Kelly Lawrence W & Associates
California
$124K $0 2 0.03% Maintained
3646
DEM
Disciplined Equity Management
Florida
$124K $0 1 0.1% Maintained
3647
BCM
Blume Capital Management
California
$122K -$97.2K 1 0.04% Reduced
3648
GG
Gleason Group
Kentucky
$119K +$528 1 0.03% Increased
3649
MWP
Meredith Wealth Planning
Illinois
$117K +$70.8K 1 0.1% New
3650
CWA
Clearview Wealth Advisors
Oregon
$115K +$8.23K 3 0.12% Increased