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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
4451
RA
RiverPark Advisors
New York
$947K +$143K 5 0.43% Increased
4452
CC
Cultivar Capital
Texas
$946K +$3.23K 2 0.61% Increased
4453
WCM
Whitener Capital Management
North Carolina
$946K +$361K 1 0.2% Increased
4454
OE
October Effect
Virginia
$946K -$3.62M 1 0.89% Reduced
4455
CWAF
Core Wealth Advisors (Florida)
Florida
$944K +$210K 2 0.19% Increased
4456
MSG
Main Street Group
Virginia
$942K -$101K 4 0.22% Reduced
4457
LSWP
Liberty Square Wealth Partners
Pennsylvania
$941K -$77.6K 2 0.22% Reduced
4458
FD
Financial Designs
California
$939K +$36.6K 1 0.5% Increased
4459
SIG
Spinnaker Investment Group
California
$938K +$483K 2 0.15% Increased
4460
NFP
Narus Financial Partners
Utah
$936K +$15.4K 3 0.24% Increased
4461
HIG
Heritage Investment Group
Florida
$935K +$560K 2 0.13% Increased
4462
SWM
Salvus Wealth Management
New Jersey
$935K +$583K 2 0.52% Increased
4463
IVP
Intrinsic Value Partners
Arizona
$934K -$134K 1 0.64% Reduced
4464
CHC
City Holding Co
West Virginia
$934K -$369 6 0.11% Reduced
4465
CWP
Clark Wealth Partners
Illinois
$933K -$24.2K 4 0.53% Reduced
4466
SPCM
Spruce Point Capital Management
New York
$933K -$238K 1 1.61% Reduced
4467
AWAP
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$931K +$14.7K 2 0.3% Increased
4468
RBC
Roble Belko & Company
Pennsylvania
$931K -$23.5K 4 0.1% Reduced
4469
SA
Sacks & Associates
New Jersey
$930K +$103K 2 0.63% Increased
4470
LW
Livet Wealth
Utah
$930K +$275K 2 0.54% Increased
4471
VFP
Vilga Financial Planning
New Jersey
$930K +$25.5K 1 0.7% Increased
4472
AAM
Auxier Asset Management
Oregon
$929K +$234K 2 0.12% Increased
4473
CCM
Chaney Capital Management
Washington
$926K -$13.1K 1 0.29% Reduced
4474
MCM
MidAtlantic Capital Management
Virginia
$925K $0 1 0.57% Maintained
4475
BFA
Bridgelight Financial Advisors
Connecticut
$925K +$2.52K 1 0.63% Increased