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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
5126
WAG
Wilkerson Advisory Group
Missouri
$286K +$282K 4 0.1% New
5127
SC
Scratch Capital
Idaho
$286K +$25.3K 1 0.19% Increased
5128
MIM
Meridiem Investment Management
United Kingdom
$285K +$297K 1 0.01% New
5129
Academy Capital Management
Academy Capital Management
Texas
$284K +$16.4K 1 0.04% Increased
5130
Hendershot Investments
Hendershot Investments
Virginia
$283K $0 1 0.04% Maintained
5131
MF
Midwestern Financial
Iowa
$283K $0 1 0.23% Maintained
5132
SWM
Schwallier Wealth Management
Michigan
$283K -$1.33K 1 0.18% Reduced
5133
TFP
Triune Financial Partners
Kansas
$283K $0 1 0.07% Maintained
5134
JBC
Jefferson Bridge Capital
Tennessee
$283K +$269K 1 0.28% New
5135
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
$282K $0 1 0.03% Maintained
5136
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors
Washington
$282K +$278K 1 0.03% New
5137
LFP
Lakeshore Financial Planning
Michigan
$282K $0 1 0.1% Maintained
5138
BIA
Beacon Investment Advisors
Maryland
$281K +$7.09K 1 0.11% Increased
5139
GFA
Grunden Financial Advisory
Texas
$281K $0 1 0.11% Maintained
5140
Raffa Wealth Management
Raffa Wealth Management
District of Columbia
$281K +$36.7K 10 0.04% Increased
5141
AA
Advisory Advocates
Michigan
$281K +$271K 1 0.28% New
5142
VIM
VELA Investment Management
Ohio
$280K -$11.6K 1 0.07% Reduced
5143
EPG
Estate Planners Group
Pennsylvania
$280K +$275K 3 0.12% New
5144
HAC
Harbor Advisory Corp
New Hampshire
$280K $0 1 0.08% Maintained
5145
JESC
J.E. Simmons & Co
Texas
$280K +$276K 1 0.18% New
5146
LFA
Laraway Financial Advisors
Minnesota
$279K $0 1 0.18% Maintained
5147
ACA
Ackerman Capital Advisors
Texas
$279K $0 1 0.06% Maintained
5148
SWIA
Solano Wealth Investment Advisors
California
$279K $0 1 0.14% Maintained
5149
GT
GreatBanc Trust
Illinois
$279K -$257K 1 0.2% Reduced
5150
CWA
Cascade Wealth Advisors
Washington
$277K $0 1 0.13% Maintained