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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
3726
HCM
Hengehold Capital Management
Ohio
$203K +$178K 1 0.02% New
3727
TPWM
Twelve Points Wealth Management
Massachusetts
$203K -$31.1K 1 0.07% Reduced
3728
USB
Union Savings Bank
Connecticut
$202K $0 2 0.11% Maintained
3729
DCBT
Dakota Community Bank & Trust
North Dakota
$201K -$5.27K 2 1.09% Reduced
3730
BIA
Beacon Investment Advisors
Maryland
$201K +$176K 1 0.11% New
3731
FWM
FFT Wealth Management
Pennsylvania
$200K +$223K 1 0.02% New
3732
RWM
Refined Wealth Management
Utah
$200K +$175K 1 0.14% New
3733
TCPG
Trivant Custom Portfolio Group
California
$200K -$29.3K 1 0.13% Reduced
3734
USGIU
U.S. Global Investors (USGI)
Texas
$198K $0 1 0.02% Maintained
3735
NMM
Naples Money Management
Florida
$197K -$3.12M 4 0.2% Reduced
3736
AFIA
America First Investment Advisors
Nebraska
$195K $0 1 0.05% Maintained
3737
GWMI
Guardian Wealth Management (Illinois)
Illinois
$192K -$15.5K 3 0.15% Reduced
3738
PSB
Piscataqua Savings Bank
New Hampshire
$190K +$29.3K 3 0.17% Increased
3739
BMCM
Black Maple Capital Management
Wisconsin
$187K +$30.5K 1 0.11% Increased
3740
PCM
Palouse Capital Management
Washington
$185K +$185K 2 0.12% New
3741
RG
Retirement Group
California
$180K +$31.5K 4 0.06% Increased
3742
JEST
JTC Employer Solutions Trustee
Jersey
$179K -$67.4K 1 0.01% Reduced
3743
MFG
Mendota Financial Group
Wisconsin
$179K -$122K 2 0.1% Reduced
3744
EA
Evolution Advisers
Virginia
$178K $0 2 0.11% Maintained
3745
FIA
FNY Investment Advisers
New York
$177K +$55.6K 5 0.11% Increased
3746
FCMT
Founders Capital Management (Texas)
Texas
$176K $0 2 0.12% Maintained
3747
MLA
MB, Levis & Associates
Pennsylvania
$176K +$16.6K 3 0.09% Increased
3748
MAM
MMA Asset Management
Pennsylvania
$176K $0 1 0.08% Maintained
3749
BHWM
Bay Harbor Wealth Management
Maryland
$174K +$2.18K 2 0.06% Increased
3750
RBC
Roble Belko & Company
Pennsylvania
$173K -$1K 2 0.03% Reduced