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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
TPCM
Templeton & Phillips Capital Management
Tennessee
$169K +$8.09K 1 0.12% Increased
4802
TFG
Team Financial Group
California
$169K +$154K 3 0.08% New
4803
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$168K +$35.9K 2 0.1% Increased
4804
PCM
Palouse Capital Management
Washington
$168K $0 2 0.11% Maintained
4805
IHWM
Iron Horse Wealth Management
Iowa
$165K -$1.33K 4 0.05% Reduced
4806
Q1WB
Quest 10 Wealth Builders
Virginia
$161K +$24.2K 4 0.16% Increased
4807
HAP
Harbor Asset Planning
Massachusetts
$160K +$154K 3 0.15% New
4808
AWF
Alpha Wealth Funds
Utah
$159K -$245K 1 0.13% Reduced
4809
PA
PharVision Advisers
Florida
$159K -$526K 1 0.23% Reduced
4810
GC
GFG Capital
Florida
$159K -$634K 5 0.05% Reduced
4811
WBWA
William B. Walkup & Associates
South Carolina
$158K $0 1 0.09% Maintained
4812
SIP
Stoneridge Investment Partners
Pennsylvania
$150K $0 1 0.11% Maintained
4813
SI
SCP Investment
California
$147K -$1.13M 1 0.12% Reduced
4814
B
Birchbrook
Maine
$147K $0 3 0.08% Maintained
4815
DWS
Dynamic Wealth Strategies
California
$147K -$42.2K 2 0.11% Reduced
4816
SR
Syntax Research
Florida
$145K -$51.2K 2 0.1% Reduced
4817
IWM
IMG Wealth Management
Florida
$142K +$56.1K 5 0.11% Increased
4818
LWA
Lowe Wealth Advisors
Maryland
$141K $0 3 0.06% Maintained
4819
CB
Centennial Bank
Arkansas
$137K -$18.7K 3 0.06% Reduced
4820
DEM
Disciplined Equity Management
Florida
$137K $0 1 0.08% Maintained
4821
RTC
Riverview Trust Company
Washington
$137K -$860K 3 0.17% Reduced
4822
FFC
First Financial Corp
Indiana
$136K $0 3 0.06% Maintained
4823
EA
Evolution Advisers
Virginia
$136K +$1.3K 4 0.07% Increased
4824
NMG
New Millennium Group
Utah
$136K -$14.5K 3 0.08% Reduced
4825
KI
Keystone Investors
Singapore
$134K -$133K 1 0.03% Reduced