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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
3801
AFA
Allium Financial Advisors
Oregon
$1.75M +$148K 2 1.14% Increased
3802
BWAM
Blue Water Asset Management
Michigan
$1.74M +$1.61K 1 0.56% Increased
3803
CAM
Chesapeake Asset Management
New York
$1.74M +$37.5K 5 1.33% Increased
3804
AT
American Trust
Kentucky
$1.74M +$293K 3 0.13% Increased
3805
AGC
August Group Capital
$1.74M +$122K 3 1.91% Increased
3806
GTWM
Global Trust Wealth Management
Florida
$1.74M +$115K 1 1.2% Increased
3807
OC
Opal Capital
Florida
$1.74M -$82.3K 1 0.31% Reduced
3808
SBF
Sara-Bay Financial
Florida
$1.74M +$1.64M 1 0.46% New
3809
HA
Hanover Advisors
South Carolina
$1.74M +$78.7K 1 0.63% Increased
3810
AMM
American Money Management
California
$1.74M +$973K 3 0.25% Increased
3811
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$1.73M -$453K 1 0.04% Reduced
3812
KLCM
KG&L Capital Management
Louisiana
$1.73M +$711K 2 1.03% Increased
3813
BFPW
BOK Financial Private Wealth
Colorado
$1.73M -$569K 6 0.09% Reduced
3814
SFS
Stiles Financial Services
Minnesota
$1.73M -$16.8K 2 0.44% Reduced
3815
OFP
OFC Financial Planning
New Jersey
$1.73M $0 1 1.54% Maintained
3816
CL
CSS LLC
Illinois
$1.73M +$271K 2 0.07% Increased
3817
RWP
Ridgecrest Wealth Partners
California
$1.73M +$46K 2 0.83% Increased
3818
CGFA
Colton Groome Financial Advisors
North Carolina
$1.73M +$99.6K 1 0.42% Increased
3819
GCM
Generation Capital Management
New York
$1.72M -$52.1K 1 1.06% Reduced
3820
BWS
Broadway Wealth Solutions
Texas
$1.72M +$250K 2 0.8% Increased
3821
DCM
Dimension Capital Management
Florida
$1.72M +$6.05K 2 0.2% Increased
3822
PHAM
Palisades Hudson Asset Management
Florida
$1.72M +$123K 2 0.6% Increased
3823
GFP
Guardian Financial Partners
California
$1.72M +$172K 3 0.67% Increased
3824
FF
Financial Futures
New Jersey
$1.72M +$1.3M 2 0.65% Increased
3825
MEG
Millstone Evans Group
Colorado
$1.72M -$472K 9 0.93% Reduced