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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
4776
SRM
Shelter Rock Management
New York
$651K $0 2 0.63% Maintained
4777
DSAM
Dock Street Asset Management
Florida
$651K $0 1 0.06% Maintained
4778
SWM
Sagace Wealth Management
Florida
$650K -$30.8K 2 0.41% Reduced
4779
CHA
Cooper/Haims Advisors
New York
$648K +$303K 3 0.28% Increased
4780
SWK
Stephen W. Kidder
$647K $0 1 0.16% Maintained
4781
AWA
Ark Wealth Advisors
California
$647K +$92.3K 1 0.57% Increased
4782
BWM
BankPlus Wealth Management
Mississippi
$647K +$216K 2 0.29% Increased
4783
NQWM
Northwest Quadrant Wealth Management
Oregon
$647K +$220K 2 0.12% Increased
4784
IIA
ICW Investment Advisors
Arizona
$646K +$218K 2 0.23% Increased
4785
EIM
Ervin Investment Management
Washington
$646K $0 1 0.35% Maintained
4786
GF
GGM Financials
Ohio
$645K +$49K 3 0.24% Increased
4787
BAWM
Bennett Associates Wealth Management
Pennsylvania
$645K +$119K 1 0.4% Increased
4788
AR
Apeiron RIA
Texas
$645K -$589K 2 0.17% Reduced
4789
HWA
HighRoad Wealth Advisors
Oregon
$645K $0 1 0.54% Maintained
4790
DA
Detalus Advisors
Missouri
$644K +$8.75K 2 0.13% Increased
4791
BWM
Buska Wealth Management
Wisconsin
$644K $0 1 0.23% Maintained
4792
BIM
Bullseye Investment Management
Ohio
$643K +$43.6K 2 0.32% Increased
4793
DWM
DWR Wealth Management
California
$642K +$3.98K 2 0.48% Increased
4794
MPW
MA Private Wealth
California
$642K -$376K 1 0.1% Reduced
4795
FWMM
Foundation Wealth Management (Missouri)
Missouri
$641K +$557K 1 0.38% New
4796
PP
Postrock Partners
Oregon
$641K $0 1 0.26% Maintained
4797
PFG
Putney Financial Group
California
$640K -$1.29M 2 0.58% Reduced
4798
HFS
Hughes Financial Services
Virginia
$639K +$68.4K 19 0.08% Increased
4799
CMP
Courage Miller Partners
Virginia
$639K $0 1 0.17% Maintained
4800
GCM
Gambit Capital Management
Tennessee
$638K +$48.1K 1 0.37% Increased