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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
RTL
Red Tortoise LLC
Georgia
$81.1K $0 5 0.04% Maintained
5052
MLA
MB, Levis & Associates
Pennsylvania
$81K -$238K 3 0.04% Reduced
5053
FFL
Financial Freedom LLC
Ohio
$80.6K $0 2 0.04% Maintained
5054
CWM
Cedar Wealth Management
California
$78.9K -$2.77K 2 0.02% Reduced
5055
MIHAS
Maj Invest Holding A/S
Denmark
$77K $0 1 0% Maintained
5056
MM
Main Management
California
$74K +$144 1 0.01% Increased
5057
YAG
Yorkville Advisors Global
New Jersey
$73.5K +$79K 1 0.03% New
5058
DMKJ
David M. Knott Jr
$72.9K $0 1 0.03% Maintained
5059
EPW
Evergreen Private Wealth
Colorado
$70.5K -$8.67K 5 0.03% Reduced
5060
LC
Luminist Capital
Michigan
$69.5K +$52K 2 0.06% Increased
5061
OBWP
O'Brien Wealth Partners
Massachusetts
$67.6K $0 3 0.01% Maintained
5062
MWA
Miller Wealth Advisors
Colorado
$66.3K -$26K 1 0.03% Reduced
5063
WCM
Winthrop Capital Management
Indiana
$66K $0 2 0.02% Maintained
5064
BC
Broadwater Capital
Massachusetts
$65.7K -$1.04M 2 0.05% Reduced
5065
GCM
Glynn Capital Management
California
$64.1K $0 2 0.02% Maintained
5066
LIA
Luken Investment Analytics
Tennessee
$64K $0 1 0.03% Maintained
5067
Manning & Napier Advisors
Manning & Napier Advisors
New York
$57.4K +$50.2K 2 0% New
5068
CAM
Clarity Asset Management
Iowa
$55.2K +$1.04K 2 0.03% Increased
5069
Aviso Financial
Aviso Financial
Ontario, Canada
$53.8K +$13.2K 1 0% Increased
5070
DF
DecisionPoint Financial
Arizona
$53.8K $0 5 0.01% Maintained
5071
IWM
Inlight Wealth Management
Georgia
$53.7K -$18.4K 2 0.03% Reduced
5072
Clal Insurance
Clal Insurance
Israel
$51K -$2.83K 2 0% Reduced
5073
OFA
Oak Family Advisors
Illinois
$50.3K -$1.73K 1 0.01% Reduced
5074
RWA
Redmont Wealth Advisors
Illinois
$50.1K $0 2 0.07% Maintained
5075
PSFG
Park Square Financial Group
Georgia
$49K -$1M 1 0.21% Reduced