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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
4251
VBA
von Borstel & Associates
Oregon
$1.16M +$204K 3 0.24% Increased
4252
KW
KWB Wealth
California
$1.15M +$296K 2 0.1% Increased
4253
VF
Vista Finance
Missouri
$1.15M $0 1 0.64% Maintained
4254
HCM
Hall Capital Management
Rhode Island
$1.15M -$51.3K 2 0.36% Reduced
4255
CCA
Cora Capital Advisors
New Jersey
$1.15M +$5.32K 3 0.32% Increased
4256
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$1.15M $0 2 0.47% Maintained
4257
SAM
Stansberry Asset Management
Texas
$1.15M -$268K 1 0.11% Reduced
4258
CCM
Chiron Capital Management
Florida
$1.15M -$175K 1 1.03% Reduced
4259
CWM
Cherrydale Wealth Management
New Jersey
$1.15M +$408K 3 0.3% Increased
4260
SFG
Strive Financial Group
Indiana
$1.15M +$331K 9 0.5% Increased
4261
VCWM
Vista Cima Wealth Management
Arizona
$1.14M +$231K 2 0.85% Increased
4262
GC
GatePass Capital
Ohio
$1.14M +$155K 3 0.43% Increased
4263
CWM
Chicago Wealth Management
Illinois
$1.14M $0 1 0.4% Maintained
4264
PWA
Providence Wealth Advisors
Illinois
$1.14M -$15.9K 2 0.67% Reduced
4265
ACA
Adirondack Capital Advisors
New York
$1.14M $0 1 0.61% Maintained
4266
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$1.13M -$696K 6 0.14% Reduced
4267
BAMG
Brand Asset Management Group
Missouri
$1.13M -$652K 2 0.25% Reduced
4268
LWA
LifeGoal Wealth Advisors
New York
$1.13M +$199K 2 0.52% Increased
4269
RP
Regal Partners
Australia
$1.13M +$434K 1 0.06% Increased
4270
BW
Basepoint Wealth
Iowa
$1.13M +$33.2K 5 0.65% Increased
4271
BDWCC
B&D White Capital Company
Texas
$1.13M +$1.07M 1 0.11% New
4272
NECFA
New England Capital Financial Advisors
Connecticut
$1.13M +$23.2K 5 0.27% Increased
4273
LFA
Laraway Financial Advisors
Minnesota
$1.13M +$802K 3 0.69% Increased
4274
CWM
Collaborative Wealth Management
Florida
$1.13M -$4.77K 1 0.47% Reduced
4275
FWA
Fulcrum Wealth Advisors
Washington
$1.13M -$420K 1 0.86% Reduced