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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
1176
CS
Comerica Securities
Michigan
$335K -$84.4K 1 0.07% Reduced
1177
BCM
BTR Capital Management
California
$334K -$6.14K 1 0.08% Reduced
1178
AT
Acadia Trust
Maine
$332K $0 1 0.1% Maintained
1179
AT
Argent Trust
Texas
$331K +$32.4K 1 0.1% Increased
1180
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$327K -$960K 1 0.02% Reduced
1181
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$325K $0 1 0.16% Maintained
1182
CL
CPWM LLC
Washington
$322K -$60.2K 1 0.07% Reduced
1183
AFP
Ausdal Financial Partners
Iowa
$320K +$137K 1 0.16% Increased
1184
BHWM
Bar Harbor Wealth Management
New Hampshire
$320K +$30.7K 1 0.04% Increased
1185
Group One Trading
Group One Trading
Illinois
$320K -$574K 4 0% Reduced
1186
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$320K +$33K 1 0.07% Increased
1187
FANJ
Financial Architects (New Jersey)
New Jersey
$319K +$178K 7 0.09% Increased
1188
DLG
Daniel L. Goodwin
$318K +$341K 1 0.1% New
1189
FM
Forward Management
California
$314K -$407K 1 0.03% Reduced
1190
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$305K -$10.1K 1 0.02% Reduced
1191
MRCM
M&R Capital Management
New Jersey
$305K +$114K 3 0.09% Increased
1192
NHFG
New Harbor Financial Group
Massachusetts
$304K +$3.18K 2 0.35% Increased
1193
HC
Henshaw Capital
Massachusetts
$304K $0 1 0.04% Maintained
1194
WA
Wheatland Advisors
Pennsylvania
$301K $0 1 0.29% Maintained
1195
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$300K -$3.06M 1 0.12% Reduced
1196
IAM
Impax Asset Management
New Hampshire
$300K -$4.29M 1 0.02% Reduced
1197
LPC
Loeb Partners Corp
New York
$299K +$307K 1 0.1% New
1198
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$299K +$297K 1 0.04% New
1199
SIG
Stanford Investment Group
California
$298K $0 2 0.15% Maintained
1200
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$293K -$3.95M 1 0.02% Reduced