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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
BDL
Banque de Luxembourg
Luxembourg
$51.7K +$57.3K 1 0.03% New
5502
Miller Howard Investments
Miller Howard Investments
New York
$50.9K +$63.6K 1 0% New
5503
LAMC
Longview Asset Management (California)
California
$48.1K $0 2 0.03% Maintained
5504
MDA
Minot DeBlois Advisors
Massachusetts
$48K $0 1 0.04% Maintained
5505
CCA
Cygnus Capital Advisors
Georgia
$47K +$79.4K 1 0.03% New
5506
DCM
Dorato Capital Management
Colorado
$46.7K $0 3 0.03% Maintained
5507
WPWM
Western Pacific Wealth Management
Illinois
$46.5K +$51.5K 1 0.05% New
5508
MTI
Merrithew & Thorsten Inc
California
$46K $0 1 0.04% Maintained
5509
MWA
Miller Wealth Advisors
Colorado
$44.2K -$14.3K 1 0.02% Reduced
5510
BGA
Battery Global Advisors
Massachusetts
$42.4K -$120K 1 0.02% Reduced
5511
AIA
Arcadia Investment Advisors
Idaho
$41.5K $0 2 0.02% Maintained
5512
TWM
TLW Wealth Management
Florida
$41.3K -$4.52M 1 0.02% Reduced
5513
IFG Advisory
IFG Advisory
Georgia
$40.7K -$7.74M 4 0.12% Reduced
5514
T2I
Turim 21 Investimentos
Brazil
$40.1K -$121K 1 0.01% Reduced
5515
KFGG
Keystone Financial Group (Georgia)
Georgia
$40.1K +$10.9K 2 0.02% Increased
5516
RF
RetireMitten Financial
Michigan
$39K +$43.3K 1 0.02% New
5517
3FI
3 Factor Indexing
California
$38.7K +$42.4K 4 0.04% New
5518
UIA
Ulland Investment Advisors
Minnesota
$38K -$51.4K 2 0.03% Reduced
5519
LG
LAM Group
Oregon
$37.2K +$41.2K 1 0.02% New
5520
PS
PayPay Securities
Japan
$35.9K -$4.34K 4 1.24% Reduced
5521
HPWM
High Point Wealth Management
New Jersey
$33.7K -$6.18K 2 0.03% Reduced
5522
FAM
Forte Asset Management
New York
$33K +$41.3K 1 0.01% New
5523
NA
Networth Advisors
Pennsylvania
$33K +$11.7K 2 0.02% Increased
5524
FW
Fairway Wealth
Ohio
$32.1K -$7.19K 2 0.01% Reduced
5525
BA
Blueline Advisors
New Hampshire
$31.7K $0 2 0.02% Maintained