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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
CPL
Capital & Planning LLC
Georgia
$296K +$239K 4 0.22% New
4527
BCMO
Buckingham Capital Management (Ohio)
Ohio
$296K $0 1 0.03% Maintained
4528
WCM
Weaver Capital Management
Georgia
$296K +$236K 1 0.08% New
4529
KWM
Kiker Wealth Management
Georgia
$296K +$236K 1 0.24% New
4530
TC
TradeLink Capital
Illinois
$295K +$291K 1 2.91% New
4531
BCA
Bray Capital Advisors
Florida
$295K -$314K 1 0.08% Reduced
4532
MWM
MBE Wealth Management
Wisconsin
$295K -$67.6K 1 0.17% Reduced
4533
VV
Verity & Verity
South Carolina
$295K +$235K 1 0.03% New
4534
TB
Terril Brothers
Missouri
$294K $0 1 0.08% Maintained
4535
PP
Pingora Partners
Wyoming
$294K -$31.2K 3 0.19% Reduced
4536
ORG
Optimist Retirement Group
Washington
$293K -$26.6K 1 0.14% Reduced
4537
CFGSD
Compass Financial Group (South Dakota)
South Dakota
$292K -$15.4K 1 0.06% Reduced
4538
FWMM
Foundation Wealth Management (Missouri)
Missouri
$292K -$43.8K 1 0.23% Reduced
4539
CCAL
City Center Advisors LLC
Michigan
$292K -$430K 1 0.33% Reduced
4540
DSAM
Dock Street Asset Management
Florida
$292K +$232K 1 0.03% New
4541
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$291K +$232K 1 0.04% New
4542
HCA
Horan Capital Advisors
Ohio
$290K $0 1 0.1% Maintained
4543
PIM
Paradice Investment Management
Colorado
$290K -$27.2K 1 0.06% Reduced
4544
KNFPWM
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$290K +$231K 1 0.14% New
4545
TWA
Talisman Wealth Advisors
New Jersey
$290K -$50.5K 1 0.31% Reduced
4546
DC
Dorval Corp
Minnesota
$290K +$231K 1 0.12% New
4547
Truepoint Inc
Truepoint Inc
Ohio
$289K +$275K 1 0.01% New
4548
LIM
Letson Investment Management
Georgia
$289K $0 1 0.12% Maintained
4549
PWM
Puff Wealth Management
New Jersey
$289K +$230K 1 0.5% New
4550
FCMT
Founders Capital Management (Texas)
Texas
$289K $0 2 0.18% Maintained