← All themes

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
4701
LCWM
Legacy Capital Wealth Management
Texas
$716K -$318K 1 0.33% Reduced
4702
SPAS
Spectrum Planning & Advisory Services
California
$714K +$200K 2 0.32% Increased
4703
HFRG
Houlihan Financial Resource Group
Virginia
$714K -$1.02K 2 0.25% Reduced
4704
SWAG
Spectrum Wealth Advisory Group
California
$712K +$110K 8 0.2% Increased
4705
HFS
Horizon Financial Services
North Carolina
$711K +$229K 5 0.27% Increased
4706
AWP
Astra Wealth Partners
New Jersey
$711K +$239K 2 0.38% Increased
4707
TBC
Ted Buchan & Co
California
$704K +$398 1 0.23% Increased
4708
TCG
Transcendent Capital Group
Oklahoma
$704K -$5.46K 1 0.27% Reduced
4709
APW
Allied Private Wealth
Florida
$703K +$699K 5 0.45% New
4710
XPN
XY Planning Network
Montana
$702K +$84.7K 1 0.09% Increased
4711
KWM
Kaydan Wealth Management
Michigan
$701K -$63.2K 2 0.21% Reduced
4712
Madison Asset Management
Madison Asset Management
Wisconsin
$701K +$262K 1 0.01% Increased
4713
ODFS
O'Donnell Financial Services
California
$701K +$371K 2 0.21% Increased
4714
NWMP
Noble Wealth Management PBC
Colorado
$700K -$90.7K 10 0.31% Reduced
4715
IG
IFS Group
Pennsylvania
$699K -$89.8K 1 0.96% Reduced
4716
JFG
Juno Financial Group
Virginia
$698K +$178K 2 0.25% Increased
4717
PCM
Peirce Capital Management
Texas
$697K +$9.94K 1 0.26% Increased
4718
PWM
PTM Wealth Management
United States
$695K -$11.3K 2 0.31% Reduced
4719
Penserra Capital Management
Penserra Capital Management
California
$694K -$6.59M 7 0.01% Reduced
4720
OCM
Osterweis Capital Management
California
$694K $0 3 0.03% Maintained
4721
TA
TFB Advisors
Kansas
$694K +$51.7K 1 0.31% Increased
4722
WFA
WMG Financial Advisors
Tennessee
$692K +$174K 2 0.26% Increased
4723
GC
Granville Capital
North Carolina
$691K -$12.2K 2 0.31% Reduced
4724
IPA
Investment Planning Advisors
Georgia
$690K +$5.17K 1 0.16% Increased
4725
HP
Hartree Partners
New York
$690K -$776K 1 0.15% Reduced