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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
4426
LFWA
LiftPoint Family Wealth Advisors
New Jersey
$970K +$702K 2 0.66% Increased
4427
GL
Gerber LLC
Ohio
$968K $0 1 0.46% Maintained
4428
AWA
Archvest Wealth Advisors
California
$968K +$293K 2 0.56% Increased
4429
LI
Lafayette Investments
Maryland
$967K -$24.6K 1 0.18% Reduced
4430
OC
Optima Capital
Oregon
$966K +$3.41K 2 0.38% Increased
4431
FI
Fosun International
China
$966K +$888K 1 0.22% New
4432
PVAMC
PPS&V Asset Management Consultants
Michigan
$965K -$183K 1 0.52% Reduced
4433
MFT
Moisand Fitzgerald Tamayo
Florida
$965K +$525K 5 0.09% Increased
4434
KGP
Keystone Global Partners
Colorado
$964K $0 1 0.36% Maintained
4435
AWA
ARQ Wealth Advisors
Arizona
$963K +$156K 2 0.12% Increased
4436
SHFP
Second Half Financial Partners
Florida
$963K -$538K 2 0.39% Reduced
4437
ABLA
Alan B. Lancz & Associates
Ohio
$962K +$795 2 0.84% Increased
4438
LWA
Ledgewood Wealth Advisors
New Hampshire
$961K $0 2 0.51% Maintained
4439
MWM
Meadowbrook Wealth Management
New York
$959K -$693K 2 1.03% Reduced
4440
EW
Entruity Wealth
California
$958K +$15.7K 2 0.62% Increased
4441
LBC
Lane Brothers & Co
Arizona
$956K +$132K 2 0.63% Increased
4442
RIA
Retirement Investment Advisors
Oklahoma
$956K -$10.7K 1 0.07% Reduced
4443
FWM
Fonville Wealth Management
Virginia
$956K +$18.6K 2 0.16% Increased
4444
EFG
Elevated Financial Group
Indiana
$955K +$3.98K 2 0.26% Increased
4445
MAMU
Myriad Asset Management US
Florida
$954K +$263K 2 1.32% Increased
4446
FDDB
Fidelity D&D Bancorp
Pennsylvania
$952K +$203K 3 0.33% Increased
4447
TIM
Total Investment Management
Arizona
$952K +$81.5K 1 0.1% Increased
4448
CAS
CTC Alternative Strategies
Illinois
$950K -$522K 1 1.37% Reduced
4449
MFS
McNamara Financial Services
Massachusetts
$948K $0 1 0.16% Maintained
4450
PHIC
Pine Haven Investment Counsel
Massachusetts
$948K $0 1 0.64% Maintained