← All themes

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
NWM
Navigoe Wealth Management
California
$116K -$13.3K 3 0.07% Reduced
5452
CG
Curat Global
New Hampshire
$113K $0 1 0.11% Maintained
5453
MFP
Meramec Financial Planners
Missouri
$113K -$403K 3 0.04% Reduced
5454
TM
Torren Management
California
$111K -$839K 12 0.06% Reduced
5455
FFL
Financial Freedom LLC
Ohio
$110K +$10.6K 3 0.05% Increased
5456
CB
Centennial Bank
Arkansas
$108K $0 2 0.04% Maintained
5457
RPA
Redwood Park Advisors
California
$106K -$5.13K 3 0.07% Reduced
5458
ASCM
Adkins Seale Capital Management
Louisiana
$106K $0 3 0.1% Maintained
5459
GFL
Granite FO LLC
New Hampshire
$105K $0 2 0.06% Maintained
5460
DF
DecisionPoint Financial
Arizona
$99.2K +$62.5K 6 0.02% Increased
5461
BCM
Berbice Capital Management
New York
$98.7K -$34.5K 2 0.06% Reduced
5462
WC
Westwind Capital
New Mexico
$98K +$87.4K 1 0.02% New
5463
MWA
Merkkuri Wealth Advisors
New York
$97.2K +$105K 2 0.06% New
5464
DMKJ
David M. Knott Jr
$96.6K $0 1 0.06% Maintained
5465
RCM
Richardson Capital Management
Wisconsin
$95.5K +$2.26K 4 0.05% Increased
5466
HC
Hoese & Co
Minnesota
$94.9K $0 2 0.07% Maintained
5467
SFAM
Sawyer Falduto Asset Management
Illinois
$94.6K $0 3 0.09% Maintained
5468
WBWA
William B. Walkup & Associates
South Carolina
$91.3K $0 1 0.05% Maintained
5469
DAM
Davis Asset Management
California
$91K +$81.6K 2 0% New
5470
WA
Walsh & Associates
Florida
$90.8K +$1.24K 2 0.09% Increased
5471
RTL
Red Tortoise LLC
Georgia
$90.2K $0 5 0.04% Maintained
5472
Antipodes Partners
Antipodes Partners
Australia
$87.8K $0 1 0% Maintained
5473
MBFW
Morton Brown Family Wealth
Pennsylvania
$87.2K $0 2 0.02% Maintained
5474
MLA
MB, Levis & Associates
Pennsylvania
$86.7K +$6.5K 4 0.04% Increased
5475
MPG
My Portfolio Guide
California
$85.1K +$94.3K 1 0.05% New