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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
4526
FCM
Family Capital Management
Michigan
$880K +$23.9K 1 0.34% Increased
4527
CWA
CJM Wealth Advisers
Virginia
$879K +$11.5K 2 0.23% Increased
4528
RWM
Reston Wealth Management
Virginia
$878K +$226K 2 0.24% Increased
4529
EWS
Eagle Wealth Strategies
New Jersey
$878K +$43.3K 2 0.34% Increased
4530
RCA
Rose Capital Advisors
Florida
$872K +$825K 1 0.44% New
4531
YCM
Yakira Capital Management
Connecticut
$872K +$745K 1 0.25% New
4532
IMC
Investment Management Corporation
Virginia
$871K +$7.14K 1 0.73% Increased
4533
IAA
Ironsides Asset Advisors
North Carolina
$871K $0 1 0.2% Maintained
4534
SCI
Silver Coast Investments
United States
$869K -$257K 1 0.26% Reduced
4535
IAG
Innovative Advisory Group
Massachusetts
$867K -$7.16K 1 0.66% Reduced
4536
BIS
BG Investment Services
Guam
$863K -$308K 1 0.62% Reduced
4537
Scharf Investments
Scharf Investments
California
$862K -$109K 1 0.03% Reduced
4538
LWM
LightSquare Wealth Management
Michigan
$862K -$123K 1 0.59% Reduced
4539
CW
Cedarwood Wealth
Colorado
$861K -$12.7K 1 0.65% Reduced
4540
OBWA
Oak Barrel Wealth Advisory
Virginia
$861K +$815K 2 0.38% New
4541
CPM
Connective Portfolio Management
New York
$860K $0 1 1.43% Maintained
4542
NCM
Nelson Capital Management
California
$859K +$556K 2 0.09% Increased
4543
PGF
Plan Group Financial
Oklahoma
$858K -$239K 1 0.18% Reduced
4544
DP
Denver PWM
Colorado
$858K -$17.4K 2 0.28% Reduced
4545
WFA
WJ Financial Advisors
Connecticut
$858K -$1.02K 1 0.63% Reduced
4546
HBS
Howard Bailey Securities
Indiana
$856K -$35.2K 2 0.32% Reduced
4547
KA
KDT Advisors
New York
$854K +$12.2K 1 1.18% Increased
4548
CFG
Certior Financial Group
Pennsylvania
$853K -$28.6K 2 0.47% Reduced
4549
PC
Permanens Capital
New York
$853K +$807K 2 0.09% New
4550
LHCM
Lloyd Harbor Capital Management
New York
$851K +$907K 1 0.88% New