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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
5001
HAP
Harbor Asset Planning
Massachusetts
$171K $0 3 0.15% Maintained
5002
CC
Corton Capital
Ontario, Canada
$168K +$130K 1 0.41% New
5003
FFC
First Financial Corp
Indiana
$164K +$4.83K 3 0.06% Increased
5004
OAJ
Ogorek Anthony Joseph
New York
$161K +$7.96K 4 0.05% Increased
5005
RTC
Riverview Trust Company
Washington
$159K $0 3 0.19% Maintained
5006
HFS
Horizon Financial Services
North Carolina
$159K +$114K 4 0.08% Increased
5007
AP
Aspect Partners
Virginia
$153K -$2.78K 6 0.07% Reduced
5008
EA
Evolution Advisers
Virginia
$151K -$19.4K 4 0.07% Reduced
5009
SJIM
St. Johns Investment Management
Florida
$148K +$606 3 0.06% Increased
5010
BFS
Bare Financial Services
Pennsylvania
$145K +$16.3K 12 0.04% Increased
5011
SKK
Shepherd Kaplan Krochuk
Massachusetts
$142K -$40.5K 1 0.12% Reduced
5012
EPAM
Evelyn Partners Asset Management
$142K +$29.7K 3 0.03% Increased
5013
CMP
Coston McIsaac & Partners
Maine
$142K $0 5 0.03% Maintained
5014
PWA
Principia Wealth Advisory
Texas
$142K +$10K 5 0.1% Increased
5015
MAM
Marquette Asset Management
Minnesota
$139K +$116K 7 0.02% New
5016
RF
Robinswood Financial
Washington
$134K +$16.6K 2 0.04% Increased
5017
CFS
Compass Financial Services
Iowa
$132K +$1.44K 2 0.06% Increased
5018
GSC
Ground Swell Capital
South Carolina
$131K -$276K 1 0.29% Reduced
5019
SCA
Stuart Chaussee & Associates
California
$129K $0 1 0.03% Maintained
5020
CPC
CFC Planning Company
Indiana
$128K +$99.5K 1 0.1% New
5021
AWF
Alpha Wealth Funds
Utah
$123K -$109K 1 0.09% Reduced
5022
UIA
Ulland Investment Advisors
Minnesota
$119K +$31K 3 0.09% Increased
5023
MCA
Maryland Capital Advisors
Maryland
$118K $0 2 0.04% Maintained
5024
CG
Curat Global
New Hampshire
$118K $0 1 0.11% Maintained
5025
CFO
Capitol Family Office
Oregon
$118K $0 1 0.14% Maintained