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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
5076
WCM
Wealthcare Capital Management
Virginia
$438K -$9.95K 1 0.04% Reduced
5077
1NWS
1 North Wealth Services
Maryland
$437K +$8.06K 3 0.14% Increased
5078
ACM
Arcataur Capital Management
Wisconsin
$437K $0 1 0.11% Maintained
5079
TIAM2
Tru Independence Asset Management 2
Oregon
$437K +$23.9K 1 0.24% Increased
5080
HCM
Harvey Capital Management
Florida
$436K -$1.23K 1 0.09% Reduced
5081
ZAM
Zevin Asset Management
Massachusetts
$434K -$19.9K 1 0.06% Reduced
5082
MKA
M. Kulyk & Associates
Georgia
$434K -$7.26K 1 0.07% Reduced
5083
AA
Alpha Advisors
Virginia
$434K $0 1 0.33% Maintained
5084
PFA
Portland Financial Advisors
New York
$433K +$162K 2 0.79% Increased
5085
OCFG
O'Connor Financial Group
Illinois
$433K +$38.2K 1 0.15% Increased
5086
PI
Parkside Investments
Illinois
$432K $0 1 0.05% Maintained
5087
TSS
Taylor Securities Services
Pennsylvania
$432K $0 1 0.18% Maintained
5088
WAS
Wealth Advisory Solutions
Indiana
$432K +$81.5K 1 0.09% Increased
5089
CPP
Capasso Planning Partners
South Carolina
$432K +$408K 1 0.22% New
5090
PAG
Paladin Advisory Group
Iowa
$431K $0 2 0.29% Maintained
5091
CWM
Compass Wealth Management
Connecticut
$430K +$407K 1 0.08% New
5092
CSWG
Cardinal Strategic Wealth Guidance
Kentucky
$429K $0 1 0.1% Maintained
5093
TFM
Trademark Financial Management
Minnesota
$428K $0 1 0.18% Maintained
5094
SLG
Sanchez Levi Garrett
$427K +$46.1K 1 0.23% Increased
5095
AIA
Armor Investment Advisors
North Carolina
$426K $0 1 0.14% Maintained
5096
CSC
Caldwell Sutter Capital
California
$426K -$51.4K 5 0.16% Reduced
5097
PWSG
Pacific Wealth Strategies Group
California
$426K +$386K 2 0.24% New
5098
LKBC
L.K. Benson & Company
Maryland
$423K +$35 1 0.13% Increased
5099
AAM
Augustine Asset Management
Florida
$423K -$795 1 0.09% Reduced
5100
BDPWM
Barnes Dennig Private Wealth Management
Ohio
$422K +$16.5K 4 0.34% Increased