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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
5401
FFM
Flagstone Financial Management
Nebraska
$272K -$10.1K 1 0.06% Reduced
5402
SWM
Schwallier Wealth Management
Michigan
$272K -$4.77K 1 0.17% Reduced
5403
CKAIS
Christensen King & Associates Investment Services
Washington
$272K $0 1 0.11% Maintained
5404
AC
Avenir Corporation
Virginia
$271K $0 1 0.03% Maintained
5405
RWS
Retirement Wealth Solutions
Wisconsin
$271K +$34K 11 0.15% Increased
5406
AI
Axecap Investments
Ohio
$271K -$107K 1 0.15% Reduced
5407
CC
Citrine Capital
California
$270K +$15.9K 1 0.1% Increased
5408
BWM
Blossom Wealth Management
California
$270K $0 1 0.38% Maintained
5409
VPP
Vertex Planning Partners
Illinois
$270K +$255K 1 0.04% New
5410
SAM
Sequent Asset Management
Texas
$269K $0 1 0.11% Maintained
5411
AIS
American Investment Services
Massachusetts
$269K +$234K 1 0.06% New
5412
CS
Crescent Sterling
Louisiana
$269K +$234K 1 0.24% New
5413
BFT
Bitwise Funds Trust
California
$267K +$253K 1 0.06% New
5414
LFIA
Legacy Financial Independent Advisors
Kentucky
$267K -$709K 1 0.13% Reduced
5415
DI
DDFG Inc
California
$267K -$4.38K 1 0.05% Reduced
5416
CPA
Cathy Pareto & Associates
Florida
$267K $0 1 0.16% Maintained
5417
EPW
Elevated Private Wealth
Wisconsin
$266K +$252K 1 0.25% New
5418
OKSA
O'Keefe Stevens Advisory
New York
$266K +$231K 1 0.05% New
5419
ACM
Academy Capital Management
Texas
$265K +$251K 1 0.04% New
5420
ACA
Ackerman Capital Advisors
Texas
$265K $0 1 0.05% Maintained
5421
HI
Hendershot Investments
Virginia
$265K -$1.19K 1 0.03% Reduced
5422
KWM
Kiker Wealth Management
Georgia
$265K +$1.19K 1 0.1% Increased
5423
MF
Midwestern Financial
Iowa
$265K $0 1 0.19% Maintained
5424
GIC
GFI Investment Counsel
Ontario, Canada
$264K $0 1 0.04% Maintained
5425
WSA
Wealth Science Advisors
Georgia
$264K -$52K 1 0.12% Reduced