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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
5201
CPCP
Cedar Point Capital Partners
Iowa
$267K +$22.7K 1 0.17% Increased
5202
NWP
NerdWallet Wealth Partners
New York
$267K -$29.7K 1 0.12% Reduced
5203
TC
Tannin Capital
North Carolina
$267K $0 1 0.19% Maintained
5204
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
$267K $0 1 0.14% Maintained
5205
CCM
Connective Capital Management
California
$266K +$295K 1 0.22% New
5206
DWA
Davis Wealth Advisors
New Hampshire
$265K +$237K 1 0.22% New
5207
HI
Human Investing
Oregon
$265K +$55.2K 1 0.04% Increased
5208
WPWealth
WPWealth
Texas
$265K +$6.59K 1 0.04% Increased
5209
AF
Align Financial
Minnesota
$264K -$5.56M 2 0.15% Reduced
5210
BA
BCM Advisors
Louisiana
$264K -$412 1 0.05% Reduced
5211
CHA
Cooper/Haims Advisors
New York
$264K +$236K 1 0.12% New
5212
Swiss Re
Swiss Re
Switzerland
$263K $0 3 1.61% Maintained
5213
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$262K -$2.45K 1 0.01% Reduced
5214
BAM
Bosun Asset Management
Illinois
$262K +$234K 1 0.14% New
5215
HA
HC Advisors
Georgia
$262K -$58.5K 1 0.18% Reduced
5216
DWMS
Dominguez Wealth Management Solutions
Virginia
$262K $0 1 0.16% Maintained
5217
BFG
Baron Financial Group
New Jersey
$261K +$21.8K 1 0.14% Increased
5218
KA
Kure Advisory
Minnesota
$260K -$2.06K 1 0.14% Reduced
5219
Opes Wealth Management
Opes Wealth Management
California
$259K -$18.5K 1 0.04% Reduced
5220
MCM
Mendel Capital Management
Arkansas
$259K +$258K 1 0.13% New
5221
WGS
Washington Growth Strategies
District of Columbia
$259K +$232K 1 0.17% New
5222
UFPG
United Financial Planning Group
New York
$259K +$38.7K 6 0.15% Increased
5223
SFP
Sterling Financial Planning
New Jersey
$258K -$15.7K 1 0.08% Reduced
5224
CGN Advisors
CGN Advisors
Kansas
$258K +$14.8K 1 0.02% Increased
5225
PPW
PACK Private Wealth
Minnesota
$258K $0 1 0.12% Maintained