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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
5301
BFG
Baron Financial Group
New Jersey
$224K +$225K 1 0.12% New
5302
SSC
Syverson Strege & Co
Iowa
$224K -$11K 1 0.05% Reduced
5303
CA
Crane Advisory
California
$223K +$4.88K 1 0.03% Increased
5304
AWP
Accretive Wealth Partners
New Jersey
$223K +$220K 1 0.07% New
5305
PWM
Penobscot Wealth Management
Maine
$223K -$64.9K 1 0.07% Reduced
5306
AWM
Allen Wealth Management
North Carolina
$222K +$219K 1 0.13% New
5307
RW
Rockport Wealth
Ohio
$222K +$219K 1 0.04% New
5308
GIM
Groesbeck Investment Management
New Jersey
$222K -$1.76K 1 0.42% Reduced
5309
RWRC
R.W. Roge & Company
New York
$222K $0 1 0.11% Maintained
5310
MAFA
MJT & Associates Financial Advisory
Minnesota
$222K +$1.59K 4 0.17% Increased
5311
LFWA
LiftPoint Family Wealth Advisors
New Jersey
$222K +$219K 1 0.19% New
5312
IWP
IAG Wealth Partners
Wisconsin
$221K -$56K 3 0.03% Reduced
5313
LAM
LOM Asset Management
$220K -$15.5K 1 0.06% Reduced
5314
SWM
Selective Wealth Management
Virginia
$220K +$8.87K 1 0.07% Increased
5315
RWP
Ridgeline Wealth Planning
Ohio
$219K +$216K 1 0.16% New
5316
CW
Curio Wealth
Maryland
$219K +$199K 3 0.08% Increased
5317
MFG
Mustico Financial Group
New York
$218K +$217K 1 0.17% New
5318
GHA
GW Henssler & Associates
Georgia
$218K -$5.32K 1 0.01% Reduced
5319
RFA
RTD Financial Advisors
Pennsylvania
$218K +$203K 1 0.03% New
5320
KFSC
Keystone Financial Services (Colorado)
Colorado
$217K -$839 1 0.07% Reduced
5321
CC
Citrine Capital
California
$217K +$7.09K 1 0.1% Increased
5322
A
Alongside
Texas
$217K +$214K 1 0.07% New
5323
AC
Aldebaran Capital
Indiana
$217K $0 1 0.19% Maintained
5324
VAF
Values Added Financial
District of Columbia
$217K -$241K 1 0.09% Reduced
5325
SWM
Stronghold Wealth Management
Florida
$217K +$241K 1 0.32% New