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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
3876
PSB
Piscataqua Savings Bank
New Hampshire
$126K $0 2 0.12% Maintained
3877
DCM
Disciplina Capital Management
Tennessee
$125K $0 1 0.02% Maintained
3878
MWA
Miller Wealth Advisors
Colorado
$125K +$52.8K 1 0.08% Increased
3879
FPFS
First Personal Financial Services
North Carolina
$125K +$99.3K 2 0.03% Increased
3880
PIS
POM Investment Strategies
North Carolina
$125K +$115K 2 0.11% New
3881
ATC
Advantage Trust Company
Kansas
$124K +$119K 1 0.1% New
3882
JGIA
Jackson Grant Investment Advisers
Connecticut
$124K $0 3 0.06% Maintained
3883
BAM
BOCHK Asset Management
Hong Kong
$124K +$119K 1 0.08% New
3884
TVWM
Tower View Wealth Management
Wisconsin
$123K -$49.9K 1 0.08% Reduced
3885
FF
Friedenthal Financial
New Jersey
$122K -$1.35M 1 0.08% Reduced
3886
RG
Richelieu Gestion
France
$122K +$105K 1 0.11% New
3887
FSC
Full Sail Capital
Oklahoma
$121K -$201K 1 0.01% Reduced
3888
CAM
Costello Asset Management
Pennsylvania
$120K +$5.94K 2 0.1% Increased
3889
IHWM
Iron Horse Wealth Management
Iowa
$120K -$4.04K 2 0.05% Reduced
3890
MTIC
Missouri Trust & Investment Company
Missouri
$120K -$6.16K 4 0.05% Reduced
3891
KCM
Kempner Capital Management
Texas
$120K +$14.6K 1 0.07% Increased
3892
SIM
Sandia Investment Management
Massachusetts
$119K +$105K 1 0.08% New
3893
MDCM
Morgan Dempsey Capital Management
Wisconsin
$118K $0 1 0.04% Maintained
3894
MIHAS
Maj Invest Holding A/S
Denmark
$118K $0 1 0% Maintained
3895
DEM
Disciplined Equity Management
Florida
$117K $0 1 0.08% Maintained
3896
PWMA
Pension & Wealth Management Advisors
Massachusetts
$115K +$69.1K 3 0.07% Increased
3897
Old Mission Capital
Old Mission Capital
Illinois
$114K -$3.14M 1 0% Reduced
3898
KLWA
Kelly Lawrence W & Associates
California
$112K $0 2 0.03% Maintained
3899
PP
Pacifica Partners
Canada
$111K +$47.5K 2 0.05% Increased
3900
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$110K +$3.33K 1 0.09% Increased