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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
4851
AIFS
A&I Financial Services
Colorado
$589K -$795 1 0.26% Reduced
4852
CI
Cherokee Insurance
Michigan
$589K $0 1 0.23% Maintained
4853
BFAG
Blackston Financial Advisory Group
Florida
$586K +$27.4K 1 0.33% Increased
4854
KLWA
Kelly Lawrence W & Associates
California
$585K $0 2 0.13% Maintained
4855
SC
Solstein Capital
California
$585K $0 6 0.2% Maintained
4856
BLWM
Bucket List Wealth Management
Florida
$585K -$191K 1 0.29% Reduced
4857
RFN
Redwood Financial Network
Ohio
$584K $0 1 0.32% Maintained
4858
M1FG
Mach-1 Financial Group
Arkansas
$584K -$159K 2 0.23% Reduced
4859
LC
Lavaca Capital
Texas
$583K +$35.2K 5 0.06% Increased
4860
AWA
Arbor Wealth Advisors
Michigan
$582K $0 1 0.36% Maintained
4861
PWM
Penobscot Wealth Management
Maine
$582K +$262K 2 0.16% Increased
4862
BAM
Bellevue Asset Management
Washington
$581K -$15.6K 5 0.27% Reduced
4863
KIC
Kensington Investment Counsel
California
$579K -$170K 1 0.25% Reduced
4864
JWM
Johnson Wealth Management
North Dakota
$577K +$220K 2 0.24% Increased
4865
PVM
Palogic Value Management
Texas
$576K +$205K 2 0.19% Increased
4866
AWM
Able Wealth Management
New Jersey
$575K +$94.7K 1 0.13% Increased
4867
MAA
Matrix Asset Advisors
New York
$575K +$196K 2 0.05% Increased
4868
CRIG
Charter Research & Investment Group
Connecticut
$573K +$202K 2 0.35% Increased
4869
MSCM
McElhenny Sheffield Capital Management
Texas
$573K -$263K 1 0.14% Reduced
4870
MFG
Mustico Financial Group
New York
$572K +$129K 2 0.37% Increased
4871
NVIM
New Vernon Investment Management
Illinois
$571K +$540K 1 0.7% New
4872
JCM
J2 Capital Management
Michigan
$570K -$1.13M 1 0.38% Reduced
4873
EPM
Elm Partners Management
Pennsylvania
$570K +$1.61K 1 0.02% Increased
4874
SGI
Swan Global Investments
Colorado
$568K +$216K 1 0.02% Increased
4875
PIC
Platt Investment Counsel
Florida
$568K -$59.7K 1 0.38% Reduced