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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
4076
SRWM
Shira Ridge Wealth Management
California
$224K -$109K 1 0.11% Reduced
4077
GOCP
Great Oak Capital Partners
Massachusetts
$224K +$204K 1 0.08% New
4078
CCA
Cora Capital Advisors
New Jersey
$222K +$194K 1 0.11% New
4079
GIP
Greatmark Investment Partners
Georgia
$222K +$194K 1 0.03% New
4080
OFP
OLIO Financial Planning
Virginia
$222K $0 1 0.09% Maintained
4081
HT
HAP Trading
New York
$221K +$158K 1 0.03% New
4082
CFP
Curran Financial Partners
South Carolina
$221K +$193K 1 0.06% New
4083
KLWA
Kelly Lawrence W & Associates
California
$221K $0 3 0.05% Maintained
4084
FCFC
First Citizens Financial Corp
Iowa
$221K $0 1 0.12% Maintained
4085
MPM
Meritage Portfolio Management
Kansas
$221K +$192K 1 0.01% New
4086
CA
Cambridge Advisors
Nebraska
$221K +$207K 1 0.05% New
4087
FWSM
First Wilshire Securities Management
California
$220K +$166K 1 0.06% New
4088
TIA
Tandem Investment Advisors
South Carolina
$220K +$203K 1 0.01% New
4089
3F
360 Financial
Minnesota
$219K -$291K 2 0.08% Reduced
4090
GWM
Grand Wealth Management
Michigan
$219K $0 1 0.12% Maintained
4091
Todd Asset Management
Todd Asset Management
Kentucky
$218K -$122K 1 0.01% Reduced
4092
FCC
Flower City Capital
New York
$218K +$190K 1 0.13% New
4093
RI
Rinkey Investments
California
$217K +$190K 1 0.07% New
4094
RBC
Roble Belko & Company
Pennsylvania
$217K +$4.42K 3 0.03% Increased
4095
IF
Insight Folios
North Carolina
$217K +$189K 1 0.08% New
4096
KFG
Kingdom Financial Group
Arizona
$217K -$108K 1 0.16% Reduced
4097
SF
SWP Financial
California
$217K +$189K 1 0.13% New
4098
Private Management Group
Private Management Group
California
$216K +$163K 1 0.01% New
4099
SCA
Sage Capital Advisors
South Dakota
$216K +$188K 1 0.06% New
4100
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$216K +$199K 1 0.01% New