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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
5526
CFG
Chapman Financial Group
Hawaii
$30.1K $0 1 0.02% Maintained
5527
V
ValueWorks
New York
$26.3K -$4.68K 1 0.01% Reduced
5528
PA
Prism Advisors
California
$24.5K $0 1 0.01% Maintained
5529
NOI
Newton One Investments
Delaware
$24.3K $0 2 0.01% Maintained
5530
LAM
Lummis Asset Management
Texas
$24.2K $0 3 0.01% Maintained
5531
PMIM
Prudent Man Investment Management
Colorado
$23.4K -$3.71K 2 0.01% Reduced
5532
MC
Meteora Capital
Florida
$23.1K -$15 1 0% Reduced
5533
PSFG
Park Square Financial Group
Georgia
$21.9K -$68.5K 2 0.17% Reduced
5534
RCM
Ravenstone Capital Management
$20.4K $0 1 0.01% Maintained
5535
CF
Collier Financial
Colorado
$20.1K +$22.2K 1 0.02% New
5536
LIA
Luken Investment Analytics
Tennessee
$20.1K -$11.3K 1 0.01% Reduced
5537
LFA
LGT Financial Advisors
Texas
$19.8K $0 2 0.1% Maintained
5538
AIM
Access Investment Management
Georgia
$19.7K $0 1 0.01% Maintained
5539
1L
10Elms LLP
Oklahoma
$18.6K $0 1 0.01% Maintained
5540
BIM
Breakwater Investment Management
Washington
$17.4K +$8.74K 6 0.01% Increased
5541
FVIM
Fort Vancouver Investment Management
Washington
$15.7K -$9.36K 1 0.01% Reduced
5542
MWM
Magnolia Wealth Management
Alabama
$14.8K +$14.1K 2 0.01% New
5543
PP
Paladin Partners
Wisconsin
$14.1K $0 2 0.01% Maintained
5544
CMBA
C.M. Bidwell & Associates
Hawaii
$13.4K $0 2 0.01% Maintained
5545
BC
Bulwark Capital
Florida
$13.1K $0 1 0.01% Maintained
5546
LA
LM Advisors
California
$12.8K +$82.3K 3 0.2% Increased
5547
TWM
Timmons Wealth Management
Massachusetts
$12.2K -$2.34K 1 0.01% Reduced
5548
TW
Titan Wealth
$11.2K $0 1 0% Maintained
5549
WT
WHI Trust
Illinois
$11.2K $0 1 0.01% Maintained
5550
LIM
Longfellow Investment Management
Massachusetts
$11.1K $0 1 0% Maintained