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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
4876
IFA
Independence Financial Advisors
New Hampshire
$567K -$51K 2 0.15% Reduced
4877
EMCIP
Ewing Morris & Co Investment Partners
Ontario, Canada
$567K -$15.3K 2 0.3% Reduced
4878
TWML
Todd Wealth Management, LLC
Florida
$567K +$64.4K 1 0.43% Increased
4879
CWM
Carolina Wealth Management
North Carolina
$567K +$536K 2 0.26% New
4880
SP
Sherman Porfolios
Idaho
$565K $0 1 0.04% Maintained
4881
SWM
SilverOak Wealth Management
Minnesota
$565K -$3.18K 1 0.07% Reduced
4882
TFS
Targeted Financial Services
Florida
$564K +$174K 1 0.42% Increased
4883
TCM
Towercrest Capital Management
Pennsylvania
$563K -$74.4K 2 0.08% Reduced
4884
SA
Strategic Advocates
Utah
$561K +$72.5K 3 2.17% Increased
4885
PWM
Platt Wealth Management
California
$561K +$31.4K 1 0.45% Increased
4886
AIM
Athena Investment Management
California
$560K -$280K 1 0.33% Reduced
4887
DWM
Dopkins Wealth Management
New York
$560K -$163K 1 0.2% Reduced
4888
FWSM
First Wilshire Securities Management
California
$560K $0 1 0.12% Maintained
4889
GCA
Gallagher Capital Advisors
Texas
$560K -$11.1K 1 0.32% Reduced
4890
Capital Markets Trading (UK)
Capital Markets Trading (UK)
United Kingdom
$559K -$2.17M 1 0.01% Reduced
4891
BTIM
BancFirst Trust & Investment Management
Oklahoma
$559K +$157K 1 0.24% Increased
4892
GP
Guardian Partners
Canada
$559K -$1.51M 2 0.05% Reduced
4893
VPW
Vaquero Private Wealth
Texas
$558K +$522K 3 0.11% New
4894
PNC
Point Nemo Capital
Texas
$558K +$527K 3 0.28% New
4895
OA
Oxbow Advisors
Texas
$557K +$240K 2 0.05% Increased
4896
FNWA
Financial Network Wealth Advisors
Utah
$557K -$14.7K 7 0.57% Reduced
4897
PC
PCB Capital
New Jersey
$556K +$316K 2 0.68% Increased
4898
AGAM
Audent Global Asset Management
California
$556K +$74.4K 1 0.62% Increased
4899
APW
Axim Planning & Wealth
Ohio
$556K -$23.1K 1 0.78% Reduced
4900
FCT
First Community Trust
Iowa
$556K +$289K 2 0.25% Increased