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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
1051
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$353K +$371K 1 0.56% New
1052
BC
Banced Corp
Illinois
$352K +$337K 1 0.36% New
1053
Bridgewater Associates
Bridgewater Associates
Connecticut
$349K +$366K 1 0% New
1054
PC
Passport Capital
California
$342K +$330K 1 0.01% New
1055
CAM
CMT Asset Management
Illinois
$341K +$239K 1 0.02% New
1056
DCM
Dynamic Capital Management
Jersey
$337K +$354K 1 0.09% New
1057
TFA
Transamerica Financial Advisors
Florida
$337K +$322K 2 0.06% New
1058
WI
Wedgewood Investors
Pennsylvania
$337K +$322K 1 0.43% New
1059
AP
Advisor Partners
California
$336K +$322K 1 0.28% New
1060
ICAS
Investors Capital Advisory Services
Massachusetts
$333K +$320K 1 0.1% New
1061
BBI
Baxter Bros Inc
Connecticut
$327K +$314K 1 0.2% New
1062
SA
Strategic Advisors
New York
$327K +$332K 1 0.29% New
1063
WC
Whitnell & Co
Illinois
$327K +$230K 1 0.16% New
1064
AHC
Adell Harriman & Carpenter
Texas
$323K +$309K 1 0.12% New
1065
CD
Carl Domino
Florida
$322K +$295K 1 0.18% New
1066
IT
Independence Trust
Tennessee
$321K +$328K 1 0.23% New
1067
LC
Lourd Capital
California
$314K +$220K 1 0.04% New
1068
IRS
Invictus RG (Singapore)
Singapore
$312K +$311K 4 0.35% New
1069
NCA
NCM Capital Advisers
North Carolina
$309K +$296K 1 0.29% New
1070
MAM
Meeder Asset Management
Ohio
$307K +$322K 1 0.06% New
1071
ALPS Advisors
ALPS Advisors
Colorado
$306K +$321K 1 0% New
1072
MBT
Montecito Bank & Trust
California
$306K +$293K 1 0.21% New
1073
Wedbush Securities
Wedbush Securities
California
$304K +$287K 2 0.08% New
1074
AMG National Trust Bank
AMG National Trust Bank
Colorado
$302K +$292K 1 0.04% New
1075
GIS
Guardian Investor Services
New York
$298K +$289K 2 0.26% New