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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
5351
LFA
Laraway Financial Advisors
Minnesota
$222K -$10.3K 1 0.16% Reduced
5352
RG
RHL Group
Michigan
$221K +$85.2K 4 0.19% Increased
5353
MSF
Mustard Seed Financial
Arkansas
$221K +$207K 1 0.13% New
5354
IAS
Investment Advisory Services
Texas
$219K +$14K 1 0.07% Increased
5355
IA
IFS Advisors
Kansas
$218K +$10.9K 3 0.11% Increased
5356
PCM
Palouse Capital Management
Washington
$218K -$41.2K 2 0.14% Reduced
5357
QAM
Q3 Asset Management
Michigan
$218K $0 1 0.05% Maintained
5358
WAM
WealthCare Asset Management
Missouri
$218K -$53.1K 1 0.23% Reduced
5359
JFG
JDM Financial Group
Texas
$218K -$64.3K 5 0.08% Reduced
5360
LWP
Laurel Wealth Planning
Minnesota
$217K +$204K 1 0.11% New
5361
PWM
Partners Wealth Management
California
$217K +$194K 1 0.22% New
5362
RYIA
Roehl & Yi Investment Advisors
Oregon
$217K +$194K 1 0.08% New
5363
SCP
Sandhill Capital Partners
New York
$217K -$53.8M 1 0.02% Reduced
5364
DFG
Dynamic Financial Group
Iowa
$216K -$254K 1 0.18% Reduced
5365
GWM
GSB Wealth Management
Connecticut
$216K +$193K 1 0.05% New
5366
RFS
Retirement Financial Solutions
Tennessee
$216K $0 1 0.06% Maintained
5367
SC
Scratch Capital
Idaho
$216K -$22.2K 1 0.12% Reduced
5368
CWM
Cadence Wealth Management
Massachusetts
$216K +$10.7K 1 0.09% Increased
5369
VFIC
Valley Forge Investment Consultants
Pennsylvania
$215K $0 1 0.06% Maintained
5370
RJA
Ross\Johnson & Associates
Minnesota
$215K -$2.65K 4 3.87% Reduced
5371
RFW
Redwood Family Wealth
Texas
$215K -$14.8K 1 0.21% Reduced
5372
UFA
Unify Financial Advisors
Florida
$215K $0 1 0.22% Maintained
5373
GHA
GW Henssler & Associates
Georgia
$214K +$37.5K 1 0.01% Increased
5374
LTM
Lotus Technology Management
Florida
$214K -$4.08M 1 0.79% Reduced
5375
OGF
Orin Green Financial
California
$213K -$589K 1 0.09% Reduced