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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
1151
GGPS
Gary Goldberg Planning Services
New York
$266K +$174K 1 0.16% Increased
1152
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$261K +$201K 1 0.04% New
1153
CBB
Citizens Business Bank
California
$258K $0 1 0.06% Maintained
1154
AI
ArchPoint Investors
Florida
$257K -$7.05K 1 0.28% Reduced
1155
DLCIG
D.L. Carlson Investment Group
New Hampshire
$255K $0 1 0.1% Maintained
1156
RG
Renaissance Group
Kentucky
$255K +$276K 1 0.01% New
1157
AP
Atwood & Palmer
Missouri
$250K $0 1 0.07% Maintained
1158
Grimes & Company
Grimes & Company
Massachusetts
$248K -$60.4K 1 0.08% Reduced
1159
WPC
Waters Parkerson & Co
Louisiana
$248K $0 1 0.03% Maintained
1160
DAC
Dividend Assets Capital
South Carolina
$247K +$254K 1 0.01% New
1161
SKK
Shepherd Kaplan Krochuk
Massachusetts
$246K +$254K 1 0.04% New
1162
FNBOMD
First National Bank of Mount Dora
Florida
$240K $0 1 0.18% Maintained
1163
Seizert Capital Partners
Seizert Capital Partners
Michigan
$238K -$3.36K 1 0.01% Reduced
1164
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$237K +$16.9K 3 0.09% Increased
1165
DBT
Dubuque Bank & Trust
Iowa
$237K +$74.4K 2 0.05% Increased
1166
NCA
NCM Capital Advisers
North Carolina
$237K -$84K 1 0.26% Reduced
1167
BFO
Boston Family Office
Massachusetts
$234K $0 1 0.03% Maintained
1168
NA
Navellier & Associates
Nevada
$234K +$12.8K 1 0.01% Increased
1169
KT
Kanaly Trust
Texas
$231K -$33.6K 1 0.07% Reduced
1170
NAM
Nichols Asset Management
Massachusetts
$231K $0 1 0.06% Maintained
1171
PMG
ProVise Management Group
Florida
$231K +$221K 1 0.07% New
1172
BAC
Boys Arnold & Co
North Carolina
$230K -$11.4K 1 0.05% Reduced
1173
BOH
Bank of Hawaii
Hawaii
$224K $0 1 0.02% Maintained
1174
BTNA
Bremer Trust National Association
Minnesota
$224K -$16.8K 1 0.09% Reduced
1175
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$223K -$4.56M 1 0.02% Reduced