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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
4101
AF
Affiance Financial
Minnesota
$1.32M $0 2 0.19% Maintained
4102
NL
NDWM LLC
California
$1.32M +$1.19K 1 0.78% Increased
4103
VL
Vima LLC
Michigan
$1.32M +$1.24M 3 1.28% New
4104
HWM
HighMark Wealth Management
Minnesota
$1.32M +$3.41K 5 0.44% Increased
4105
VCM
Vines Capital Management
Louisiana
$1.32M +$11.7K 2 1.08% Increased
4106
NA
Nautilus Advisors
California
$1.31M +$263K 3 0.77% Increased
4107
JHC
J. Hagan Capital
Kentucky
$1.31M +$6.36K 1 0.61% Increased
4108
FA
Financial Alternatives
California
$1.31M +$79.5K 1 0.65% Increased
4109
CCM
Crew Capital Management
Ohio
$1.31M +$233K 2 0.72% Increased
4110
ES
Element Squared
Minnesota
$1.31M +$1.2M 1 0.65% New
4111
UFF
USA Financial Formulas
Michigan
$1.31M +$723K 7 0.24% Increased
4112
DWAM
Duncan Williams Asset Management
Tennessee
$1.31M -$54.1K 1 0.29% Reduced
4113
PFWA
Paces Ferry Wealth Advisors
Georgia
$1.31M -$34.6K 1 0.48% Reduced
4114
4WM
49 Wealth Management
Texas
$1.31M -$176K 2 0.25% Reduced
4115
A
Alongside
Texas
$1.31M +$1.2M 2 0.25% New
4116
DWM
DecisionMap Wealth Management
Virginia
$1.3M +$199K 2 0.73% Increased
4117
PL
PeakShares LLC
Florida
$1.3M +$126K 1 0.97% Increased
4118
ACA
Arsenal Capital Advisors
Pennsylvania
$1.3M +$165K 2 0.77% Increased
4119
Maverick Capital
Maverick Capital
Texas
$1.3M -$1.87M 1 0.01% Reduced
4120
BMWM
Brown Miller Wealth Management
Virginia
$1.3M +$116K 2 0.33% Increased
4121
TPW
Talon Private Wealth
Florida
$1.3M -$8.35K 1 0.15% Reduced
4122
GCP
Guardian Capital (Pennsylvania)
Pennsylvania
$1.3M -$212K 3 1.06% Reduced
4123
FPH
Financial Planning Hawaii
Hawaii
$1.3M +$11.3K 2 0.7% Increased
4124
MA
Modus Advisors
Minnesota
$1.3M $0 1 0.32% Maintained
4125
BMCM
Burns Matteson Capital Management
New York
$1.3M -$841K 3 0.41% Reduced