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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
5176
OAG
Oakmont Advisory Group
New Mexico
$371K +$15.6K 3 0.31% Increased
5177
W
WealthCollab
Washington
$370K -$26.7K 9 0.13% Reduced
5178
NCNMGF
Nano-Cap New Millennium Growth Fund
New York
$370K +$482K 1 0.28% New
5179
DF
Dedeker Financial
Minnesota
$369K -$23.5K 1 0.21% Reduced
5180
WF
WealthPoint Financial
North Carolina
$369K +$34.2K 1 0.27% Increased
5181
TPCM
Templeton & Phillips Capital Management
Tennessee
$369K $0 1 0.27% Maintained
5182
ANRF
Adams Natural Resources Fund
Maryland
$368K $0 1 0.05% Maintained
5183
SHFC
Safe Harbor Family Capital
North Carolina
$368K +$3.58K 1 0.25% Increased
5184
AB
ANB Bank
Colorado
$367K +$503 1 0.14% Increased
5185
RWM
Raffa Wealth Management
District of Columbia
$367K +$59.8K 17 0.05% Increased
5186
MC
Marest Capital
California
$367K $0 1 0.18% Maintained
5187
CRI
Commonwealth Retirement Investments
Virginia
$366K +$342K 4 0.1% New
5188
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$366K +$90.3K 3 0.07% Increased
5189
VIM
VELA Investment Management
Ohio
$366K $0 1 0.08% Maintained
5190
MDCM
Morgan Dempsey Capital Management
Wisconsin
$366K -$332K 1 0.16% Reduced
5191
GHA
Granite Harbor Advisors
Texas
$364K -$4.77K 1 0.14% Reduced
5192
TC
Town Capital
Maryland
$364K +$1.59K 1 0.23% Increased
5193
RHP
Royal Harbor Partners
Texas
$364K -$121K 1 0.11% Reduced
5194
WBWA
William B. Walkup & Associates
South Carolina
$364K +$11K 4 0.18% Increased
5195
VWM
Verus Wealth Management
Wisconsin
$363K $0 1 0.3% Maintained
5196
HCM
Huber Capital Management
California
$362K $0 1 0.05% Maintained
5197
HP
HT Partners
Connecticut
$362K -$11.1K 1 0.1% Reduced
5198
PFG
Pinnacle Financial Group
Illinois
$361K -$9.15K 1 0.09% Reduced
5199
ATI
ARK & TLK Investments
Oklahoma
$361K $0 1 0.09% Maintained
5200
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$361K +$71.4K 1 0.03% Increased