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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
5501
CIA
Covington Investment Advisors
Pennsylvania
$231K +$219K 1 0.03% New
5502
FFIC
First Fiduciary Investment Counsel
Ohio
$230K +$218K 1 0.04% New
5503
RLWM
RF&L Wealth Management
Massachusetts
$229K -$3.98K 1 0.16% Reduced
5504
HAS
Horizon Advisory Services
New York
$229K +$199K 1 0.1% New
5505
BA
Bluesphere Advisors
Pennsylvania
$228K -$45.7K 1 0.07% Reduced
5506
GAMA
Graticule Asia Macro Advisors
New York
$228K +$303K 1 0.02% New
5507
MWM
McMill Wealth Management
Nebraska
$228K +$216K 1 0.05% New
5508
KWM
KRM Wealth Management
Nevada
$227K +$197K 1 0.1% New
5509
LIP
Lynch Investment Planning
Pennsylvania
$227K +$215K 1 0.17% New
5510
VDBMI
Van Den Berg Management I
Texas
$227K +$197K 1 0.05% New
5511
MIM
Macroview Investment Management
Maryland
$227K -$233K 1 0.14% Reduced
5512
BH
Burk Holdings
Oklahoma
$227K +$16.7K 5 0.08% Increased
5513
PP
Pingora Partners
Wyoming
$227K -$139K 2 0.13% Reduced
5514
BKA
Brick & Kyle Associates
Pennsylvania
$226K $0 1 0.07% Maintained
5515
PA
Persium Advisors
Georgia
$226K +$214K 1 0.15% New
5516
CHWM
Cauble & Harre Wealth Management
Missouri
$226K $0 1 0.18% Maintained
5517
HAP
Harbor Asset Planning
Massachusetts
$225K $0 3 0.17% Maintained
5518
NCMW
Northern Capital Management (Washington)
Washington
$225K +$212K 1 0.1% New
5519
CWM
C2C Wealth Management
Arizona
$225K +$213K 1 0.18% New
5520
FFW
Fusion Family Wealth
New York
$224K +$195K 1 0.01% New
5521
EPG
Estate Planners Group
Pennsylvania
$224K -$2.39K 1 0.1% Reduced
5522
CWMGP
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$223K +$194K 1 0.08% New
5523
GA
Gordian Advisors
Arizona
$223K +$194K 1 0.13% New
5524
BPW
BLVD Private Wealth
Kentucky
$223K +$211K 1 0.17% New
5525
ILI
Invesco LLC (Illinois)
Illinois
$222K +$210K 1 0.07% New