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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
4701
EPM
Elm Partners Management
Pennsylvania
$222K +$192K 1 0.01% New
4702
DWA
Delap Wealth Advisory
Oregon
$222K -$783K 1 0.11% Reduced
4703
CFA
Cahill Financial Advisors
Minnesota
$222K +$211K 1 0.03% New
4704
BWM
BankPlus Wealth Management
Mississippi
$222K +$210K 1 0.15% New
4705
FNBSF
First National Bank Sioux Falls
South Dakota
$222K +$174K 1 0.08% New
4706
MG
McHugh Group
Ohio
$221K +$191K 1 0.15% New
4707
BCG
Bravias Capital Group
New Jersey
$221K -$376K 1 0.16% Reduced
4708
NCM
Nelson Capital Management
California
$221K -$97.6K 1 0.03% Reduced
4709
SAM
Summit Asset Management
Tennessee
$220K +$190K 1 0.04% New
4710
WCM
WealthTrak Capital Management
Virginia
$220K +$46.2K 8 0.18% Increased
4711
GAM
GEM Asset Management
Michigan
$220K +$225K 1 0.11% New
4712
AWM
Accredited Wealth Management
Kentucky
$219K +$31.6K 4 0.18% Increased
4713
BAM
Blueshift Asset Management
New Jersey
$219K -$2.74M 1 0.07% Reduced
4714
PFG
Pinnacle Financial Group
Illinois
$219K +$207K 1 0.07% New
4715
EF
Elite Financial
Idaho
$218K +$110K 1 0.11% Increased
4716
TC
TradeLink Capital
Illinois
$218K -$433K 1 0.77% Reduced
4717
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$218K $0 1 0.12% Maintained
4718
CPA
Cathy Pareto & Associates
Florida
$218K +$207K 1 0.18% New
4719
WRM
Weybosset Research & Management
Rhode Island
$218K +$206K 1 0.07% New
4720
BCM
Boreal Capital Management
Florida
$217K +$76.3K 5 0.08% New
4721
GIA
Goodwin Investment Advisory
Georgia
$217K +$206K 1 0.25% New
4722
GFA
Gladwyn Financial Advisors
Virginia
$217K +$171K 1 0.17% New
4723
SL
SFM LLC
New Hampshire
$216K +$205K 1 0.14% New
4724
EA
Ellsworth Advisors
Ohio
$216K -$172K 1 0.05% Reduced
4725
JE
JMAC Enterprises
Pennsylvania
$215K +$204K 1 0.05% New