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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
5451
MW
Marks Wealth
Maryland
$248K +$215K 1 0.05% New
5452
CWM
Core Wealth Management
Florida
$247K +$214K 1 0.07% New
5453
NEPPG
New England Professional Planning Group
Rhode Island
$247K -$20.4K 1 0.09% Reduced
5454
AF
Align Financial
Minnesota
$246K -$51.7K 2 0.12% Reduced
5455
DG
Diesslin Group
Texas
$246K +$12.3K 1 0.09% Increased
5456
QAM
Q3 Asset Management
Michigan
$246K $0 1 0.05% Maintained
5457
RJA
Ross\Johnson & Associates
Minnesota
$246K +$1.17K 5 3.84% Increased
5458
RFS
Retirement Financial Solutions
Tennessee
$245K $0 1 0.06% Maintained
5459
SHFA
SC&H Financial Advisors
Maryland
$244K +$7.95K 1 0.03% Increased
5460
GPA
Garrison Point Advisors
California
$244K +$212K 1 0.1% New
5461
PWMG
Pinnacle Wealth Management Group
Michigan
$244K +$212K 1 0.11% New
5462
TW
Trajan Wealth
Arizona
$244K -$521K 1 0.01% Reduced
5463
MA
Maxele Advisors
Missouri
$243K +$211K 1 0.17% New
5464
MP
Moment Partners
California
$243K -$276K 1 0.04% Reduced
5465
UFA
Unify Financial Advisors
Florida
$243K $0 1 0.22% Maintained
5466
IAS
Investment Advisory Services
Texas
$242K -$4.77K 1 0.07% Reduced
5467
SC
Scratch Capital
Idaho
$242K -$1.99K 1 0.12% Reduced
5468
VFIC
Valley Forge Investment Consultants
Pennsylvania
$242K -$1.19K 1 0.06% Reduced
5469
CAG
Compass Advisory Group
New York
$241K +$1.59K 1 0.06% Increased
5470
IW
Imprint Wealth
South Carolina
$241K -$2.39K 3 0.98% Reduced
5471
OGF
Orin Green Financial
California
$240K -$795 1 0.09% Reduced
5472
WA
Walsh & Associates
Florida
$240K +$130K 3 0.2% Increased
5473
DWA
Dougherty Wealth Advisers
Minnesota
$240K $0 1 0.13% Maintained
5474
TR
Tepp RIA
New Jersey
$240K +$227K 1 0.16% New
5475
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$240K -$195K 1 0.15% Reduced