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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
MWA
Miller Wealth Advisors
Colorado
$131K +$26.7K 1 0.07% Increased
4877
WW
Winnow Wealth
Texas
$130K +$106K 3 0.13% New
4878
MCA
Maryland Capital Advisors
Maryland
$130K $0 2 0.06% Maintained
4879
BG
Bollard Group
Massachusetts
$130K $0 2 0% Maintained
4880
IMC
Investment Management Corporation
Virginia
$127K +$116K 3 0.11% New
4881
RF
Robinswood Financial
Washington
$127K +$1.93K 2 0.05% Increased
4882
SMAM
Sugar Maple Asset Management
Wisconsin
$126K +$103K 5 0.1% New
4883
CMP
Coston McIsaac & Partners
Maine
$121K $0 5 0.04% Maintained
4884
BMC
Bear Mountain Capital
Washington
$118K -$31.2K 2 0.05% Reduced
4885
EFMH
E Fund Management (HK)
Hong Kong
$117K -$92.5K 2 0.09% Reduced
4886
IWP
IAG Wealth Partners
Wisconsin
$117K -$12.6K 3 0.02% Reduced
4887
SCA
Stuart Chaussee & Associates
California
$114K $0 1 0.03% Maintained
4888
CB
Centennial Bank
Arkansas
$111K +$3.86K 2 0.05% Increased
4889
MAS
MPWM Advisory Solutions
Georgia
$109K +$89.9K 6 0.08% New
4890
ACM
Adalta Capital Management
New York
$107K +$102K 1 0.06% New
4891
Delta Accumulation LLC
Delta Accumulation LLC
California
$103K $0 1 0.01% Maintained
4892
TCG
Transcendent Capital Group
Oklahoma
$103K +$30.8K 4 0.05% Increased
4893
Antipodes Partners
Antipodes Partners
Australia
$102K -$15M 2 0% Reduced
4894
RTL
Red Tortoise LLC
Georgia
$102K +$7.7K 5 0.05% Increased
4895
GPI
General Partner Inc
Pennsylvania
$100K $0 2 0.06% Maintained
4896
CAM
Costello Asset Management
Pennsylvania
$99.4K -$71.7K 3 0.07% Reduced
4897
RPA
Redwood Park Advisors
California
$98.3K +$101K 3 0.07% New
4898
EFP
EnRich Financial Partners
Wisconsin
$93K $0 2 0.03% Maintained
4899
WBWA
William B. Walkup & Associates
South Carolina
$92.4K -$6.88K 1 0.06% Reduced
4900
MDA
Minot DeBlois Advisors
Massachusetts
$91.9K +$78.3K 3 0.08% New