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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
5226
SC
Sykon Capital
New York
$258K -$21.4K 1 0.09% Reduced
5227
TBFA
Three Bearings Fiduciary Advisors
New Hampshire
$257K $0 4 0.25% Maintained
5228
RK
Rather & Kittrell
Tennessee
$257K -$88.2K 1 0.04% Reduced
5229
AMG
Asset Management Group
Connecticut
$257K +$229K 1 0.04% New
5230
OAJ
Ogorek Anthony Joseph
New York
$256K +$99K 5 0.07% Increased
5231
HIC
Hamrick Investment Counsel
Washington
$256K +$227K 3 0.14% Increased
5232
RWM
Raffa Wealth Management
District of Columbia
$256K -$6.08K 14 0.04% Reduced
5233
WA
Waterford Advisors
New York
$255K $0 1 0.08% Maintained
5234
CFG
Cosner Financial Group
Colorado
$255K +$228K 1 0.14% New
5235
RFS
RM Financial Services
Maine
$255K $0 1 0.22% Maintained
5236
2WWM
21 West Wealth Management
California
$254K $0 1 0.24% Maintained
5237
TWA
Talisman Wealth Advisors
New Jersey
$254K -$217K 1 0.2% Reduced
5238
GIA
Goodwin Investment Advisory
Georgia
$254K $0 1 0.3% Maintained
5239
AB
ANB Bank
Colorado
$254K -$6.99K 1 0.1% Reduced
5240
PFA
Pathway Financial Advisers
Indiana
$254K +$12.4K 1 0.07% Increased
5241
LSL
Legacy Solutions LLC
Pennsylvania
$253K -$2.06K 1 0.23% Reduced
5242
JE
JMAC Enterprises
Pennsylvania
$252K $0 1 0.05% Maintained
5243
PVM
Palogic Value Management
Texas
$251K +$241K 1 0.11% New
5244
BSA
Bull Street Advisors
Georgia
$251K +$224K 1 0.12% New
5245
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$251K -$81.5K 1 0.01% Reduced
5246
LIM
Letson Investment Management
Georgia
$251K $0 1 0.1% Maintained
5247
E3F
Eight 31 Financial
Texas
$251K $0 1 0.15% Maintained
5248
TAM
TCP Asset Management
Ohio
$251K -$62.2K 1 0.03% Reduced
5249
EFA
Evernest Financial Advisors
Indiana
$251K $0 1 0.05% Maintained
5250
SWM
Stronghold Wealth Management
Florida
$250K +$6.76K 1 0.38% Increased