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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
4301
MFA
McClarren Financial Advisors
Pennsylvania
$9K -$81.9K 1 0% Reduced
4302
RCM
RMR Capital Management
California
$8.89K +$7.75K 1 0.01% New
4303
HB
Horizon Bancorp
Indiana
$8K +$7.03K 1 0% New
4304
EPW
Evergreen Private Wealth
Colorado
$7.85K $0 1 0% Maintained
4305
RCM
Ravenstone Capital Management
$7.85K $0 1 0% Maintained
4306
ASM
ATW SPAC Management
New York
$6.84K $0 1 0.01% Maintained
4307
EAM
Eukles Asset Management
Ohio
$6.25K $0 2 0% Maintained
4308
CJH
Christopher J. Hasenberg
Wisconsin
$5.43K +$2.88K 2 0% Increased
4309
OBWP
O'Brien Wealth Partners
Massachusetts
$5.23K +$3.62K 1 0% Increased
4310
PCM
Perritt Capital Management
Illinois
$4.89K $0 2 0% Maintained
4311
WestEnd Advisors
WestEnd Advisors
North Carolina
$4.71K -$228 1 0% Reduced
4312
FVIM
Fort Vancouver Investment Management
Washington
$4.59K $0 1 0% Maintained
4313
DCM
Deuterium Capital Management
Florida
$4.18K $0 1 0.01% Maintained
4314
BFA
BBJS Financial Advisors
Washington
$3.92K $0 1 0% Maintained
4315
SWS
SYSTM Wealth Solutions
Illinois
$3.61K -$771K 2 0.11% Reduced
4316
NPP
New Potomac Partners
Maryland
$2.62K +$2.28K 1 0% New
4317
BIM
Breakwater Investment Management
Washington
$2.44K -$23.8K 2 0% Reduced
4318
LIM
Longfellow Investment Management
Massachusetts
$2.32K $0 1 0% Maintained
4319
PH
Pinnacle Holdings
Oklahoma
$2.24K +$1.82K 1 0% New
4320
YCM
Yakira Capital Management
Connecticut
$1.96K $0 1 0% Maintained
4321
MG
MilWealth Group
Wisconsin
$1.05K $0 1 0% Maintained
4322
WGS
Washington Growth Strategies
District of Columbia
$516 +$27.7K 2 0.02% New
4323
DRS
Deane Retirement Strategies
Louisiana
$510 $0 1 0% Maintained
4324
2C
272 Capital
Texas
$0 -$2.07M 0 – Closed
4325
3IP
3Chopt Investment Partners
Virginia
$0 -$1.32M 0 – Closed