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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
1076
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$517K -$78.8K 2 0.18% Reduced
1077
Simplicity Solutions
Simplicity Solutions
Minnesota
$515K -$382K 1 0.25% Reduced
1078
IWMPD
Integrated Wealth Management (Palm Desert)
California
$512K +$51.3K 3 0.18% Increased
1079
BOS
Bingham Osborn & Scarborough
California
$509K +$2.17K 1 0.05% Increased
1080
KIG
Kessler Investment Group
Indiana
$509K $0 1 0.74% Maintained
1081
YP
Yellowstone Partners
Idaho
$505K +$223K 1 0.19% Increased
1082
FIB
First Interstate Bank
Montana
$504K +$55.3K 5 0.1% Increased
1083
UFF
USA Financial Formulas
Michigan
$503K +$464K 1 0.13% New
1084
NEI
Northwest & Ethical Investments
Ontario, Canada
$502K +$106K 1 0.04% Increased
1085
CBU
CIBC Bank USA
Illinois
$500K -$52.8K 2 0.08% Reduced
1086
GVT
Genesee Valley Trust
New York
$500K -$1.03K 1 0.31% Reduced
1087
Loews Corp
Loews Corp
New York
$498K $0 1 0% Maintained
1088
ACM
Alethea Capital Management
Washington
$493K -$51.7K 1 0.68% Reduced
1089
CCA
Checchi Capital Advisers
California
$493K -$251K 2 0.06% Reduced
1090
LIC
Lodestar Investment Counsel
Illinois
$493K -$8.41K 1 0.07% Reduced
1091
RAM
Redmond Asset Management
Virginia
$493K -$1.59M 1 0.24% Reduced
1092
ED
Exane Derivatives
France
$492K +$499K 3 0.07% Increased
1093
Annex Advisory Services
Annex Advisory Services
Wisconsin
$492K +$5.11K 1 0.13% Increased
1094
CL
Croft-Leominster
Maryland
$492K -$223K 1 0.12% Reduced
1095
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$492K -$6.3K 5 0.07% Reduced
1096
AAP
Ardsley Advisory Partners
Connecticut
$491K -$38.8K 1 0.08% Reduced
1097
Hills Bank & Trust
Hills Bank & Trust
Iowa
$488K -$791K 1 0.18% Reduced
1098
Welch & Forbes
Welch & Forbes
Massachusetts
$488K -$880K 1 0.02% Reduced
1099
MAM
Mizuho Asset Management
Japan
$481K -$205K 2 0.1% Reduced
1100
CAS
Cue Advisory Services
Arizona
$477K +$3.75K 1 0.4% Increased