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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
3651
SM
Sweeney & Michel
California
$1.98M +$220K 4 0.52% Increased
3652
SFPG
Stonebridge Financial Planning Group
Florida
$1.97M +$131K 1 0.63% Increased
3653
FWA
FORM Wealth Advisors
Wisconsin
$1.97M $0 1 0.22% Maintained
3654
OFI
Outbound Financial Inc
Colorado
$1.97M $0 1 1.28% Maintained
3655
VWM
Vertrix Wealth Management
Michigan
$1.97M +$443K 3 0.66% Increased
3656
BCP
Berkeley Capital Partners
Georgia
$1.97M +$350K 3 0.41% Increased
3657
BWM
Braeburn Wealth Management
Michigan
$1.97M -$1.07M 3 0.85% Reduced
3658
AW
Alaethes Wealth
Nevada
$1.96M +$1.62M 2 0.57% Increased
3659
MIM
Marshall Investment Management
Colorado
$1.96M +$68K 8 0.81% Increased
3660
JTF
J. Team Financial
Texas
$1.96M +$168K 2 1.9% Increased
3661
MWM
McNaughton Wealth Management
California
$1.96M +$213K 1 0.7% Increased
3662
AG
Advocate Group
Minnesota
$1.96M $0 2 0.29% Maintained
3663
GC
Gould Capital
Washington
$1.96M -$666K 4 1.09% Reduced
3664
CM
CoreCommodity Management
Connecticut
$1.95M -$415K 3 0.39% Reduced
3665
GRWP
Green Ridge Wealth Planning
New Jersey
$1.95M -$8.35K 1 0.82% Reduced
3666
HAM
Harmony Asset Management
Arizona
$1.95M +$283K 3 0.52% Increased
3667
KB
Kimelman & Baird
New York
$1.95M +$4.38K 3 0.14% Increased
3668
WIC
Wilkins Investment Counsel
Massachusetts
$1.95M +$34.4K 2 0.26% Increased
3669
WWWM
White Wing Wealth Management
Texas
$1.95M -$11.5K 1 1.02% Reduced
3670
MTIC
Missouri Trust & Investment Company
Missouri
$1.95M -$189K 2 0.53% Reduced
3671
OCM
Orser Capital Management
Texas
$1.95M +$1.85M 1 0.97% New
3672
LC
Lincoln Capital
Nebraska
$1.95M -$141K 3 0.35% Reduced
3673
PW
Paladin Wealth
Minnesota
$1.94M -$77.8K 2 1.13% Reduced
3674
FFO
Fiduciary Family Office
Florida
$1.94M -$37.8K 4 0.49% Reduced
3675
PCP
Panoramic Capital Partners
Oregon
$1.94M -$249K 2 0.92% Reduced