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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
4026
SC
Swan Capital
Florida
$123K +$110K 3 0.07% New
4027
VFA
Virtus Fund Advisers
Connecticut
$122K +$119K 2 0.48% New
4028
FFC
First Financial Corp
Indiana
$121K +$18.9K 5 0.06% Increased
4029
FIA
FNY Investment Advisers
New York
$120K -$36.4K 1 0.08% Reduced
4030
SPM
Symmetry Peak Management
Pennsylvania
$119K +$105K 1 0.21% New
4031
CIR
Clear Investment Research
Georgia
$118K -$3.15K 2 0.15% Reduced
4032
GC
Gould Capital
Washington
$115K +$333 2 0.08% Increased
4033
MIM
Macroview Investment Management
Maryland
$114K +$8.52K 5 0.12% Increased
4034
POIA
Pin Oak Investment Advisors
Texas
$109K +$72.1K 3 0.1% Increased
4035
PCM
PenderFund Capital Management
British Columbia, Canada
$108K -$9.71K 1 0.03% Reduced
4036
SCA
Stuart Chaussee & Associates
California
$108K $0 1 0.03% Maintained
4037
KHC
Koesten Hirschmann & Crabtree
Kansas
$108K $0 1 0.07% Maintained
4038
SIP
Stoneridge Investment Partners
Pennsylvania
$108K $0 1 0.04% Maintained
4039
FNWA
Financial Network Wealth Advisors
Utah
$107K +$96.6K 7 0.08% New
4040
BIC
Beach Investment Counsel
Pennsylvania
$102K +$94.1K 2 0.01% New
4041
CCM
CAAS Capital Management
New York
$102K -$3.16M 1 0.03% Reduced
4042
CB
Centennial Bank
Arkansas
$102K -$30.2K 2 0.05% Reduced
4043
MB
Mizuho Bank
Japan
$98.9K +$87.4K 1 0.02% New
4044
MFT
Moisand Fitzgerald Tamayo
Florida
$97.3K +$5.23K 4 0.01% Increased
4045
GPI
General Partner Inc
Pennsylvania
$96.9K $0 2 0.06% Maintained
4046
BMC
Bear Mountain Capital
Washington
$95.1K +$24.6K 2 0.04% Increased
4047
PWM
Partnership Wealth Management
Maryland
$92.6K -$8.74K 1 0.07% Reduced
4048
FSC
Full Sail Capital
Oklahoma
$89.2K $0 1 0.01% Maintained
4049
SFO
Standard Family Office
South Dakota
$87.8K $0 1 0.11% Maintained
4050
DPW
DiNuzzo Private Wealth
Pennsylvania
$87.2K +$58.2K 12 0.01% Increased