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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
4401
SIM
Synergy Investment Management
Florida
$1M +$526K 11 0.24% Increased
4402
HFP
Holistic Financial Partners
Indiana
$1M -$1.42M 3 0.61% Reduced
4403
TAM
Townsend Asset Management
North Carolina
$999K +$105K 3 0.32% Increased
4404
RCSA
REYL & Cie S.A.
Switzerland
$999K +$1.08M 2 1.15% New
4405
TF
Tenzing Financial
Virginia
$996K -$1.23K 2 0.68% Reduced
4406
BFS
Boyer Financial Services
California
$989K +$379K 2 0.84% Increased
4407
GSIS
Global Strategic Investment Solutions
Arizona
$989K +$45.3K 1 0.09% Increased
4408
MWA
Muirfield Wealth Advisors
North Carolina
$989K +$174K 2 0.65% Increased
4409
RCA
Runnymede Capital Advisors
Ohio
$988K +$241K 1 0.59% Increased
4410
BCM
Blume Capital Management
California
$987K +$4.84K 2 0.14% Increased
4411
SWM
Steinberganna Wealth Management
New York
$987K -$34.2K 2 0.4% Reduced
4412
EIP
Ellis Investment Partners
Pennsylvania
$986K +$403K 3 0.15% Increased
4413
PA
Prosperity Advisers
Pennsylvania
$986K -$54.5K 1 0.71% Reduced
4414
CIA
Cascade Investment Advisors
Oregon
$984K -$3.21M 2 0.54% Reduced
4415
LIA
Lynx Investment Advisory
District of Columbia
$983K +$281K 2 0.32% Increased
4416
QA
Quattro Advisors
Pennsylvania
$983K -$13.9K 1 0.65% Reduced
4417
SFM
Systematic Financial Management
New Jersey
$983K -$287K 1 0.02% Reduced
4418
LWM
LongView Wealth Management
Georgia
$982K +$178K 2 0.25% Increased
4419
SA
Stewardship Advisors
Pennsylvania
$982K +$229K 2 0.2% Increased
4420
NWMG
Nicholson Wealth Management Group
South Carolina
$981K +$246K 2 0.58% Increased
4421
TW
Towerpoint Wealth
California
$980K +$203K 2 0.34% Increased
4422
BC
Bayforest Capital
United Kingdom
$975K -$386K 6 0.9% Reduced
4423
BWMG
Barnes Wealth Management Group
California
$974K -$70K 1 0.45% Reduced
4424
AIA
Affinity Investment Advisors
California
$973K +$894K 1 0.49% New
4425
WOSD
WFA of San Diego
California
$971K -$71.5K 2 0.8% Reduced