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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
4001
WAG
Wallace Advisory Group
California
$249K $0 1 0.18% Maintained
4002
CS
Capital Square
Tennessee
$249K -$1.45M 2 0.15% Reduced
4003
ORG
Optimist Retirement Group
Washington
$249K +$187K 1 0.11% New
4004
YWM
Yoder Wealth Management
California
$248K +$216K 1 0.15% New
4005
BCFD
Boit C.F. David
$248K $0 1 0.12% Maintained
4006
PWW
Pettyjohn Wood & White
Virginia
$247K $0 1 0.05% Maintained
4007
HI
Hudock Inc
Pennsylvania
$247K +$216K 1 0.04% New
4008
SA
Shilanski & Associates
Alaska
$247K -$34K 1 0.08% Reduced
4009
HBS
Howard Bailey Securities
Indiana
$246K +$215K 1 0.09% New
4010
CRIG
Charter Research & Investment Group
Connecticut
$246K $0 1 0.18% Maintained
4011
BWM
BKM Wealth Management
Wisconsin
$246K +$227K 1 0.1% New
4012
PP
Pingora Partners
Wyoming
$246K -$44.5K 3 0.17% Reduced
4013
MWM
MBE Wealth Management
Wisconsin
$246K +$214K 1 0.14% New
4014
WWM
Wiser Wealth Management
Georgia
$245K +$214K 1 0.07% New
4015
LFGO
Legacy Financial Group (Oklahoma)
Oklahoma
$245K -$26.7K 1 0.08% Reduced
4016
AOG
Alpha Omega Group
Virginia
$245K +$213K 1 0.34% New
4017
PRI
Prepared Retirement Institute
Pennsylvania
$245K +$213K 1 0.15% New
4018
SHIM
Stone House Investment Management
Pennsylvania
$245K -$33.1K 3 0.05% Reduced
4019
CCT
Chemung Canal Trust
New York
$244K +$184K 1 0.05% New
4020
PFSC
Peoples Financial Services Corp
Pennsylvania
$243K -$48.5K 4 0.11% Reduced
4021
BMA
Brooks Moore & Associates
Tennessee
$242K +$183K 1 0.14% New
4022
FA
FF Advisors
California
$242K +$252K 1 0.16% New
4023
MLA
MB, Levis & Associates
Pennsylvania
$242K $0 3 0.12% Maintained
4024
GCM
Gunderson Capital Management
South Carolina
$242K $0 1 0.1% Maintained
4025
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$242K $0 1 0.13% Maintained