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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
5101
CA
CGN Advisors
Kansas
$296K -$186K 1 0.02% Reduced
5102
PP
Pingora Partners
Wyoming
$296K -$28.8K 3 0.18% Reduced
5103
JFG
JDM Financial Group
Texas
$295K -$60K 3 0.11% Reduced
5104
Armistice Capital
Armistice Capital
New York
$295K +$300K 1 0% New
5105
SC
Swan Capital
Florida
$295K $0 5 0.11% Maintained
5106
WFG
Wills Financial Group
Virginia
$295K -$7.09K 1 0.11% Reduced
5107
GSWA
Good Steward Wealth Advisors
Tennessee
$294K -$29.8K 1 0.19% Reduced
5108
GC
GFG Capital
Florida
$293K +$28.8K 1 0.1% Increased
5109
MFG
Midwest Financial Group
Kansas
$293K -$40.3K 1 0.13% Reduced
5110
PFA
Pathway Financial Advisers
Indiana
$293K -$51.1K 1 0.09% Reduced
5111
CWA
Centerline Wealth Advisors
Kentucky
$293K -$2.44K 1 0.11% Reduced
5112
WFL
Wealth Forward LLC
North Dakota
$293K +$21.7K 1 0.17% Increased
5113
LIM
Loudon Investment Management
New Hampshire
$292K $0 1 0.15% Maintained
5114
ANBOT
American National Bank of Texas
Texas
$292K $0 1 0.28% Maintained
5115
TPW
TL Private Wealth
Texas
$292K $0 1 0.11% Maintained
5116
SAM
Sequent Asset Management
Texas
$291K +$26.6K 1 0.13% Increased
5117
ATWA
Arbor Trust Wealth Advisors
Michigan
$291K -$24.4K 1 0.13% Reduced
5118
CKAIS
Christensen King & Associates Investment Services
Washington
$290K $0 1 0.12% Maintained
5119
SFG
Seamount Financial Group
Colorado
$290K -$159K 1 0.13% Reduced
5120
AC
Annandale Capital
Texas
$290K +$286K 1 0.03% New
5121
SA
SAM Advisors
California
$290K +$285K 1 0.09% New
5122
MBAML
Marble Bar Asset Management LLP
$290K +$275K 1 6.71% New
5123
VWA
Valued Wealth Advisors
Utah
$289K +$41.2K 4 0.13% Increased
5124
BDA
Borer Denton & Associates
Pennsylvania
$288K $0 1 0.1% Maintained
5125
DI
DDFG Inc
California
$288K +$2.66K 1 0.06% Increased