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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
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$246K +$217K 1 0% New
3802
MWM
Mascoma Wealth Management
New Hampshire
$245K +$23.2K 4 0.07% Increased
3803
PAWA
Palo Alto Wealth Advisors
California
$245K $0 1 0.17% Maintained
3804
PFSC
Peoples Financial Services Corp
Pennsylvania
$244K +$92.7K 4 0.11% Increased
3805
GC
Gibson Capital
Pennsylvania
$244K -$192K 1 0.05% Reduced
3806
AFA
AllGen Financial Advisors
Florida
$243K -$5.24K 1 0.09% Reduced
3807
T
TrueFG
Texas
$243K $0 1 0.09% Maintained
3808
LGW
Leslie Global Wealth
Illinois
$243K +$214K 1 0.14% New
3809
BCM
Blume Capital Management
California
$243K +$121K 2 0.06% Increased
3810
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
$242K $0 1 0.14% Maintained
3811
HI
Humankind Investments
New York
$242K +$214K 1 0.06% New
3812
BTWM
Brass Tax Wealth Management
Ohio
$241K +$213K 1 0.05% New
3813
AA
AF Advisors
California
$241K -$12.2K 1 0.04% Reduced
3814
AGP
Autumn Glory Partners
Texas
$241K -$4.04K 1 0.12% Reduced
3815
DJYG
David J. Yvars Group
Florida
$241K +$6.12K 1 0.15% Increased
3816
FI
Finivi Inc
Massachusetts
$241K -$41.9K 1 0.2% Reduced
3817
FWM
Forza Wealth Management
Florida
$240K $0 1 0.12% Maintained
3818
MWA
Midland Wealth Advisors
Illinois
$240K -$148K 1 0.01% Reduced
3819
BWA
Boulder Wealth Advisors
Colorado
$240K -$15K 1 0.14% Reduced
3820
SRCM
Signature Resources Capital Management
California
$240K +$29.9K 3 0.2% Increased
3821
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$239K -$18.4K 1 0.01% Reduced
3822
GCIM
Gunn & Company Investment Management
Florida
$239K +$211K 1 0.01% New
3823
SFP
Sweet Financial Partners
Minnesota
$239K -$67.1K 1 0.05% Reduced
3824
SCM
Stonehearth Capital Management
Massachusetts
$238K +$220K 1 0.1% New
3825
LRIA
Leonard Rickey Investment Advisors
Washington
$238K +$210K 1 0.06% New