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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
5551
MWC
MBM Wealth Consultants
Missouri
$11K +$11.6K 3 0% New
5552
WestEnd Advisors
WestEnd Advisors
North Carolina
$10.8K $0 1 0% Maintained
5553
APW
Atlantic Private Wealth
North Carolina
$10.6K -$27.3K 4 0.01% Reduced
5554
MCA
Midwest Capital Advisors
Michigan
$10K +$9.89K 1 0% Increased
5555
EAM
Eukles Asset Management
Ohio
$8.81K +$1.56K 2 0% Increased
5556
CAIM
Catherine Avery Investment Management
Florida
$8.74K -$7.96K 1 0% Reduced
5557
LI
Louisbourg Investments
New Brunswick, Canada
$8.18K $0 1 0% Maintained
5558
DSC
Daytona Street Capital
Missouri
$8.17K $0 1 0.01% Maintained
5559
MS
Mizuho Securities
Japan
$6.69K +$7.42K 1 0.09% New
5560
AAG
Accordant Advisory Group
Maryland
$6.55K +$6.01K 2 0% New
5561
Vanguard Advisers Inc
Vanguard Advisers Inc
Pennsylvania
$4.45K +$4.94K 1 0% New
5562
BA
Bard Associates
Illinois
$4.31K +$3.92K 2 0% Increased
5563
LFA
Longview Financial Advisors
Alabama
$4.09K +$4.16K 1 0% New
5564
BCA
Bernzott Capital Advisors
California
$3.72K -$20.3K 1 0% Reduced
5565
MG
MilWealth Group
Wisconsin
$3.72K $0 1 0% Maintained
5566
RWPA
Richard W. Paul & Associates
Michigan
$3.42K $0 2 0% Maintained
5567
MHIP
Mountain Hill Investment Partners
New Jersey
$3.35K $0 1 0% Maintained
5568
FS
Financially Speaking
Colorado
$2.62K -$39K 1 0.01% Reduced
5569
Aviso Financial
Aviso Financial
Ontario, Canada
$1.11K -$33K 1 0% Reduced
5570
ICM
Islay Capital Management
Texas
$873 $0 1 0% Maintained
5571
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$237 -$5.73K 1 0% Reduced
5572
AA
ABC Arbitrage
France
$0 -$319K 0 – Closed
5573
ACM
Academy Capital Management
Texas
$0 -$284K 0 – Closed
5574
APU
Acasta Partners UK
$0 -$827K 0 – Closed
5575
AAM
ACK Asset Management
Connecticut
$0 -$49.3M 0 – Closed