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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
5051
AWM
Altus Wealth Management
Kentucky
$460K -$7.95K 1 0.18% Reduced
5052
HFS
Hoge Financial Services
Pennsylvania
$459K -$13.9K 1 0.22% Reduced
5053
5W
5T Wealth
California
$459K -$807 1 0.17% Reduced
5054
PCMN
Paradigm Capital Management (Nevada)
Nevada
$457K -$49.2K 1 0.39% Reduced
5055
WAM
Westport Asset Management
Connecticut
$456K -$147K 1 0.19% Reduced
5056
ANBOT
American National Bank of Texas
Texas
$455K -$41K 1 0.42% Reduced
5057
KCPT
Kingstone Capital Partners Texas
Texas
$455K +$13.9K 1 0.24% Increased
5058
FA
FF Advisors
California
$454K +$4.38K 1 0.17% Increased
5059
BCM
Basso Capital Management
Connecticut
$453K +$412K 2 0.1% New
5060
OMC
Oasis Management Company
Cayman Islands
$452K +$370K 1 0.02% New
5061
SDAM
Shulman DeMeo Asset Management
New York
$452K +$10.7K 1 0.08% Increased
5062
HFA
Highland Financial Advisors
New Jersey
$451K -$1.99K 1 0.1% Reduced
5063
ZC
Zeit Capital
Colorado
$451K -$11.9K 1 0.27% Reduced
5064
BFS
Bare Financial Services
Pennsylvania
$451K +$164K 15 0.1% Increased
5065
FWM
FSR Wealth Management
Illinois
$450K +$68K 1 0.51% Increased
5066
MAM
Marotta Asset Management
Virginia
$449K $0 1 0.07% Maintained
5067
DC
Dorval Corp
Minnesota
$449K +$41K 1 0.13% Increased
5068
GAB
German American Bancorp
Indiana
$449K +$406K 2 0.03% New
5069
NL
Navalign LLC
California
$447K +$1.99K 1 0.1% Increased
5070
PSB
Piscataqua Savings Bank
New Hampshire
$447K -$237K 4 0.3% Reduced
5071
PA
ProCore Advisors
California
$446K +$12.3K 1 0.55% Increased
5072
FF
Fluent Financial
Texas
$446K +$401K 2 0.16% New
5073
TCOTS
Trust Company of the South
North Carolina
$445K +$421K 2 0.06% New
5074
EP
EPIQ Partners
Minnesota
$444K -$51.7K 1 0.19% Reduced
5075
DHC
Drum Hill Capital
Connecticut
$443K $0 1 0.45% Maintained