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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
3851
PCMC
Planning Capital Management Corporation
Pennsylvania
$155K +$144K 5 0.12% New
3852
HI
Hendershot Investments
Virginia
$155K +$5.94K 1 0.02% Increased
3853
AP
Advisors Preferred
Maryland
$155K -$507K 3 0.03% Reduced
3854
KHC
Koesten Hirschmann & Crabtree
Kansas
$153K $0 1 0.11% Maintained
3855
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$152K +$145K 1 0.15% New
3856
GC
Gould Capital
Washington
$148K $0 1 0.11% Maintained
3857
RWM
Raffa Wealth Management
District of Columbia
$148K $0 7 0.05% Maintained
3858
RDIA
RE Dickinson Investment Advisors
Iowa
$147K -$3.56K 2 0.1% Reduced
3859
SWC
Spectrum Wealth Counsel
Indiana
$144K +$138K 1 0.02% New
3860
GG
Gleason Group
Kentucky
$143K +$662 1 0.03% Increased
3861
FFO
Fortitude Family Office
Arizona
$143K +$134K 6 0.11% New
3862
PFA
Pathway Financial Advisers
Indiana
$142K -$30.7K 3 0.05% Reduced
3863
SAS
Stelac Advisory Services
New York
$142K +$136K 1 0.08% New
3864
SC
Solstein Capital
California
$142K $0 4 0.1% Maintained
3865
HWM
HighMark Wealth Management
Minnesota
$141K -$10.2K 3 0.1% Reduced
3866
PP
PFS Partners
New Jersey
$140K +$301 4 0.1% Increased
3867
CWM
CarsonAllaria Wealth Management
Illinois
$139K -$1.19K 2 0.1% Reduced
3868
CB
Centennial Bank
Arkansas
$138K +$30.7K 1 0.08% Increased
3869
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$137K +$95K 1 0% Increased
3870
BGAI
Bruce G. Allen Investments
Colorado
$135K +$124K 5 0.12% New
3871
BPCM
Beach Point Capital Management
California
$135K $0 1 0.05% Maintained
3872
VWA
Valued Wealth Advisors
Utah
$132K +$128K 3 0.12% New
3873
FFA
Frazier Financial Advisors
Ohio
$131K +$122K 6 0.11% New
3874
FIA
FNY Investment Advisers
New York
$128K +$120K 4 0.14% Increased
3875
BCM
Blume Capital Management
California
$128K +$11.9K 1 0.03% Increased