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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
4826
ACP
Argyle Capital Partners
California
$201K +$160K 1 0.17% New
4827
CT
ClearAlpha Technologies
Connecticut
$201K +$218K 1 0.14% New
4828
PA
Persium Advisors
Georgia
$201K +$160K 1 0.2% New
4829
SWM
Salvus Wealth Management
New Jersey
$201K +$160K 1 0.13% New
4830
GGA
Granite Group Advisors
Connecticut
$201K +$204K 1 0.13% New
4831
BW
Basepoint Wealth
Iowa
$200K +$160K 1 0.16% New
4832
BIM
Breakwater Investment Management
Washington
$200K +$188K 3 0.09% Increased
4833
NA
Note Advisors
New York
$200K +$159K 1 0.18% New
4834
MFT
Moisand Fitzgerald Tamayo
Florida
$199K $0 4 0.03% Maintained
4835
HI
Hendershot Investments
Virginia
$198K -$48.3K 1 0.03% Reduced
4836
CCM
Campbell Capital Management
Florida
$196K +$158K 2 0.08% New
4837
MDCM
Morgan Dempsey Capital Management
Wisconsin
$196K +$27.4K 1 0.08% Increased
4838
VWA
Valued Wealth Advisors
Utah
$193K -$45.3K 4 0.12% Reduced
4839
RCM
Richardson Capital Management
Wisconsin
$184K $0 1 0.12% Maintained
4840
PCM
Palouse Capital Management
Washington
$184K +$16.1K 2 0.12% Increased
4841
MTC
Matrix Trust Company
Colorado
$184K +$128K 1 0.03% Increased
4842
AWM
AAF Wealth Management
Massachusetts
$184K +$251K 1 0.09% New
4843
BC
BIT Capital
Germany
$182K +$77.2K 1 0.01% Increased
4844
NA
Nordwand Advisors
Pennsylvania
$182K $0 1 0.07% Maintained
4845
LWA
Lowe Wealth Advisors
Maryland
$179K +$38.2K 4 0.08% Increased
4846
JGIA
Jackson Grant Investment Advisers
Connecticut
$179K $0 4 0.07% Maintained
4847
CWM
Consultiva Wealth Management
Puerto Rico
$179K +$153K 3 0.9% New
4848
RF
Roxbury Financial
New Jersey
$175K +$164K 3 0.17% New
4849
LFA
LGT Financial Advisors
Texas
$175K -$1.23K 8 0.39% Reduced
4850
CIR
Clear Investment Research
Georgia
$174K -$10.9K 2 0.22% Reduced