← All themes

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
DEM
Disciplined Equity Management
Florida
$174K $0 1 0.11% Maintained
4852
RDIA
RE Dickinson Investment Advisors
Iowa
$170K -$3.44K 2 0.1% Reduced
4853
GWMI
Guardian Wealth Management (Illinois)
Illinois
$169K -$22.2K 4 0.12% Reduced
4854
CCA
Criterion Capital Advisors
Tennessee
$169K $0 5 0.11% Maintained
4855
FWM
FLP Wealth Management
Arkansas
$162K +$130K 3 0.41% New
4856
SM
Skaana Management
New York
$159K +$196K 1 0.04% New
4857
POIA
Pin Oak Investment Advisors
Texas
$157K $0 3 0.14% Maintained
4858
HC
Hoese & Co
Minnesota
$157K -$80K 2 0.14% Reduced
4859
SJIM
St. Johns Investment Management
Florida
$153K +$6.43K 2 0.07% Increased
4860
PIS
POM Investment Strategies
North Carolina
$152K -$54K 2 0.11% Reduced
4861
Q1WB
Quest 10 Wealth Builders
Virginia
$152K +$129K 3 0.15% New
4862
IA
IFS Advisors
Kansas
$151K $0 1 0.12% Maintained
4863
SC
Swan Capital
Florida
$150K -$57.6K 3 0.07% Reduced
4864
EA
Evolution Advisers
Virginia
$149K -$26.7K 3 0.08% Reduced
4865
ETS
ESL Trust Services
New York
$148K +$131K 3 0.03% Increased
4866
PM
Penbrook Management
New York
$147K -$38.7K 2 0.1% Reduced
4867
SIP
Stoneridge Investment Partners
Pennsylvania
$146K +$24.8K 1 0.05% Increased
4868
DCM
Disciplina Capital Management
Tennessee
$145K $0 1 0.02% Maintained
4869
B
Birchbrook
Maine
$142K +$6.43K 3 0.08% Increased
4870
AP
Aspect Partners
Virginia
$141K +$3.22K 4 0.08% Increased
4871
TPCM
Templeton & Phillips Capital Management
Tennessee
$141K $0 1 0.11% Maintained
4872
T2I
Turim 21 Investimentos
Brazil
$140K -$1.54M 1 0.04% Reduced
4873
PH
Pinnacle Holdings
Oklahoma
$139K +$130K 1 0.05% Increased
4874
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$138K +$4.5K 2 0.18% Increased
4875
FFC
First Financial Corp
Indiana
$136K -$13K 3 0.06% Reduced