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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
1201
KA
Kovack Advisors
Florida
$395K -$9.72K 1 0.57% Reduced
1202
PAA
Peregrine Asset Advisers
Oregon
$395K +$126K 1 0.36% Increased
1203
GVT
Genesee Valley Trust
New York
$394K -$6.61K 1 0.24% Reduced
1204
CC
Cipher Capital
New York
$389K +$188K 1 0.13% Increased
1205
CS
Comerica Securities
Michigan
$389K -$5.57K 1 0.35% Reduced
1206
AP
Atwood & Palmer
Missouri
$387K +$134K 2 0.1% Increased
1207
TNB
Thomasville National Bank
Georgia
$387K $0 1 0.14% Maintained
1208
KA
KLCM Advisors
Wisconsin
$386K $0 1 0.09% Maintained
1209
BRWA
B. Riley Wealth Advisors
Florida
$382K +$447K 5 0.09% Increased
1210
Loews Corp
Loews Corp
New York
$380K $0 1 0% Maintained
1211
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$379K +$331K 1 0.14% New
1212
AMG National Trust Bank
AMG National Trust Bank
Colorado
$378K -$5.88K 1 0.04% Reduced
1213
Epoch Investment Partners
Epoch Investment Partners
New York
$378K +$45.9K 1 0% Increased
1214
NFG
Next Financial Group
Texas
$378K +$393K 4 0.2% New
1215
Guinness Asset Management
Guinness Asset Management
United Kingdom
$377K $0 1 0.15% Maintained
1216
GGPS
Gary Goldberg Planning Services
New York
$375K -$112K 1 0.17% Reduced
1217
CC
Cadinha & Co
Hawaii
$373K +$173K 1 0.06% Increased
1218
Wolverine Asset Management
Wolverine Asset Management
Illinois
$371K +$388K 2 0.01% New
1219
BRWM
B. Riley Wealth Management
Tennessee
$370K -$77.5K 5 0.24% Reduced
1220
Cetera Advisors
Cetera Advisors
Colorado
$365K -$222K 1 0.04% Reduced
1221
CCT
Country Club Trust
Missouri
$361K $0 1 0.05% Maintained
1222
SCM
Scopia Capital Management
New York
$358K $0 1 0.01% Maintained
1223
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$357K +$16.2K 1 0.05% Increased
1224
OMCS
Old Mutual Customised Solutions
South Africa
$353K -$20.9K 3 0.09% Reduced
1225
PRCP
Pacific Ridge Capital Partners
Oregon
$351K -$357K 1 0.24% Reduced