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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
5376
CCM
Ciovacco Capital Management
Georgia
$212K +$190K 1 0.12% New
5377
AWA
A4 Wealth Advisors
North Carolina
$212K -$160K 1 0.17% Reduced
5378
KFG
Kelly Financial Group
Connecticut
$212K -$2.06K 1 0.05% Reduced
5379
DWA
Dougherty Wealth Advisers
Minnesota
$212K $0 1 0.13% Maintained
5380
CAG
Compass Advisory Group
New York
$212K +$6.18K 1 0.06% Increased
5381
SCA
Stokes Capital Advisors
South Carolina
$210K -$65.5K 1 0.05% Reduced
5382
HBFP
Henderson Brothers Financial Partners
Pennsylvania
$209K +$187K 1 0.05% New
5383
PC
PCB Capital
New Jersey
$209K +$209K 1 0.33% New
5384
SHFA
SC&H Financial Advisors
Maryland
$209K +$15.2K 1 0.03% Increased
5385
LAM
Lifestyle Asset Management
Texas
$208K +$9.06K 1 0.07% Increased
5386
HAP
Harbor Asset Planning
Massachusetts
$208K $0 3 0.18% Maintained
5387
CCA
Conservest Capital Advisors
Pennsylvania
$207K +$206K 1 0.02% New
5388
OFG
OmniStar Financial Group
North Carolina
$207K +$174K 1 0.11% New
5389
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$207K -$50.3K 1 0.02% Reduced
5390
IG
Ithaka Group
Virginia
$207K +$185K 1 0.04% New
5391
HP
Haven Private
Florida
$206K -$423K 1 0.09% Reduced
5392
AWP
Accretive Wealth Partners
New Jersey
$206K +$24.3K 1 0.06% Increased
5393
RLWM
RF&L Wealth Management
Massachusetts
$206K -$246K 1 0.15% Reduced
5394
DG
Diesslin Group
Texas
$206K $0 1 0.09% Maintained
5395
CHWM
Cauble & Harre Wealth Management
Missouri
$206K +$150K 1 0.16% New
5396
NA
Note Advisors
New York
$205K $0 1 0.1% Maintained
5397
MPIM
McGinn Penninger Investment Management
Virginia
$205K +$15.7K 1 0.13% Increased
5398
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$205K -$12.4K 2 0.1% Reduced
5399
BC
Brio Consultants
California
$205K -$113K 1 0.03% Reduced
5400
IW
Imprint Wealth
South Carolina
$205K -$22.8K 3 0.93% Reduced