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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
QL
Quarry LP
New York
$114K -$36K 5 0.04% Reduced
3652
DCM
Disciplina Capital Management
Tennessee
$114K +$64.4K 1 0.02% Increased
3653
MDCM
Morgan Dempsey Capital Management
Wisconsin
$113K $0 1 0.03% Maintained
3654
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$112K $0 1 0.07% Maintained
3655
LWA
Lowe Wealth Advisors
Maryland
$112K -$200 3 0.06% Reduced
3656
LFA
Level Financial Advisors
New York
$111K +$3K 1 0.06% Increased
3657
BG
Bollard Group
Massachusetts
$110K +$67.5K 4 0% Increased
3658
JGIA
Jackson Grant Investment Advisers
Connecticut
$108K -$199K 3 0.05% Reduced
3659
MTIC
Missouri Trust & Investment Company
Missouri
$107K +$79.7K 5 0.06% Increased
3660
NSG
Nalls Sherbakoff Group
Tennessee
$106K +$10K 3 0.1% Increased
3661
PSB
Piscataqua Savings Bank
New Hampshire
$105K $0 2 0.09% Maintained
3662
HPWA
Hall Private Wealth Advisors
North Carolina
$102K +$12.7K 1 0.06% Increased
3663
IWP
IAG Wealth Partners
Wisconsin
$99.2K +$13.4K 4 0.03% Increased
3664
WFA
West Financial Advisors
Iowa
$99K -$41.4K 1 0.02% Reduced
3665
CAM
Costello Asset Management
Pennsylvania
$98.3K $0 2 0.08% Maintained
3666
IRAG
Investment Research & Advisory Group
Georgia
$97.6K +$74.6K 1 0.06% New
3667
VFA
Virtus Fund Advisers
Connecticut
$97.4K $0 1 0.69% Maintained
3668
DF
DecisionPoint Financial
Arizona
$96.3K -$3.29K 1 0.05% Reduced
3669
NC
NewSquare Capital
Pennsylvania
$93.6K +$34.4K 6 0.01% Increased
3670
IA
IFS Advisors
Kansas
$92.9K +$2K 1 0.23% Increased
3671
PP
Pacifica Partners
Canada
$92.3K -$5K 4 0.05% Reduced
3672
HC
Hoese & Co
Minnesota
$92K $0 2 0.09% Maintained
3673
SOAMC
Spirit of America Management Corp
New York
$91.6K +$70K 1 0.02% New
3674
AA
Addison Advisors
Vermont
$88.5K -$4.85K 1 0.04% Reduced
3675
Optiver Holding
Optiver Holding
Netherlands
$87.2K -$3.38M 1 0% Reduced