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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
4801
ACM
Aspen Capital Management
Idaho
$638K +$313K 1 0.14% Increased
4802
CWMGO
Capstone Wealth Management Group (Oregon)
Oregon
$635K -$44.2K 2 0.38% Reduced
4803
BCG
Bravias Capital Group
New Jersey
$635K +$679 2 0.38% Increased
4804
NWA
Navis Wealth Advisors
New York
$633K +$13.2K 2 0.24% Increased
4805
LFG
Leverty Financial Group
Wisconsin
$632K $0 1 0.12% Maintained
4806
BA
Birinyi Associates
Connecticut
$631K $0 1 0.15% Maintained
4807
DF
Downshift Financial
Colorado
$630K +$154K 7 0.28% Increased
4808
DWS
Discipline Wealth Solutions
South Carolina
$629K +$42.6K 1 0.05% Increased
4809
BFS
Burr Financial Services
California
$629K $0 2 0.39% Maintained
4810
AIA
Arbor Investment Advisors
North Carolina
$628K +$327K 2 0.07% Increased
4811
YLHM
Yelin Lapidot Holdings Management
Israel
$627K $0 1 0.12% Maintained
4812
HA
Helium Advisors
Washington
$626K -$1.99K 1 0.52% Reduced
4813
GSWA
Good Steward Wealth Advisors
Tennessee
$625K -$13.5K 2 0.38% Reduced
4814
VAF
Values Added Financial
District of Columbia
$624K +$210K 2 0.23% Increased
4815
BDFN
Bond & Devick Financial Network
Minnesota
$623K +$16.1K 1 0.15% Increased
4816
BTC
Bank & Trust Company
Illinois
$623K $0 3 0.39% Maintained
4817
FCMA
Foresight Capital Management Advisors
Michigan
$623K -$50K 1 0.3% Reduced
4818
BPW
BlueDoor Private Wealth
Massachusetts
$622K +$94K 2 0.26% Increased
4819
SAM
Summit Asset Management
Tennessee
$621K +$185K 2 0.08% Increased
4820
MAA
Mraz Amerine & Associates
California
$620K +$290K 2 0.09% Increased
4821
MAM
Marquette Asset Management
Minnesota
$620K +$293K 8 0.08% Increased
4822
MRP
Measured Risk Portfolios
California
$620K -$166K 1 0.55% Reduced
4823
NRW
Nova R Wealth
Kansas
$618K -$2.72K 2 0.18% Reduced
4824
AC
ASB Consultores
Florida
$617K $0 1 0.93% Maintained
4825
MWP
Meriwether Wealth & Planning
Louisiana
$616K +$33.8K 1 0.31% Increased