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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
BIG
Builder Investment Group
Georgia
$235K +$183K 1 0.05% New
4877
HA
Hofer & Associates
California
$235K +$183K 1 0.13% New
4878
MWM
McMill Wealth Management
Nebraska
$234K +$183K 1 0.07% New
4879
PWA
Primoris Wealth Advisors
Florida
$234K +$183K 1 0.15% New
4880
LT
Legacy Trust
Michigan
$233K -$53.1K 1 0.05% Reduced
4881
TL
Tradewinds LLC
North Carolina
$233K +$233K 1 0.06% New
4882
CWMA
Capstone Wealth Management (Alabama)
Alabama
$233K +$182K 1 0.18% New
4883
CCA
Cooper Capital Advisors
California
$233K -$69K 1 0.15% Reduced
4884
LAM
LOM Asset Management
$233K -$10.4K 1 0.07% Reduced
4885
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$233K +$181K 1 0.02% New
4886
KP
Kitching Partners
Pennsylvania
$233K +$181K 1 0.22% New
4887
MFG
Mainsail Financial Group
Washington
$233K +$181K 1 0.1% New
4888
MG
McHugh Group
Ohio
$232K $0 1 0.14% Maintained
4889
BCM
Barden Capital Management
Texas
$231K +$180K 1 0.19% New
4890
CWM
Cadence Wealth Management
Massachusetts
$231K +$180K 1 0.12% New
4891
HA
HC Advisors
Georgia
$231K +$227K 1 0.16% New
4892
Todd Asset Management
Todd Asset Management
Kentucky
$230K $0 1 0% Maintained
4893
EWA
Emergent Wealth Advisors
New York
$230K -$44K 1 0.13% Reduced
4894
NCFG
New Century Financial Group
New Jersey
$230K +$179K 1 0.41% New
4895
UFA
Uptown Financial Advisors
Texas
$230K +$179K 1 0.19% New
4896
LIG
Lokken Investment Group
Delaware
$229K +$179K 1 0.08% New
4897
FFG
Foundry Financial Group
New Hampshire
$229K -$54.1K 1 0.12% Reduced
4898
ILI
Invesco LLC (Illinois)
Illinois
$229K +$179K 1 0.08% New
4899
MPIM
McGinn Penninger Investment Management
Virginia
$229K +$178K 1 0.13% New
4900
CPCP
Cedar Point Capital Partners
Iowa
$228K +$178K 1 0.15% New