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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
1251
BO
Bach Option
Hong Kong
$206K +$214K 1 0.2% New
1252
First National Trust
First National Trust
Pennsylvania
$205K +$214K 1 0.03% New
1253
GFG
Gray Financial Group
Georgia
$205K $0 1 0.15% Maintained
1254
WPC
Waters Parkerson & Co
Louisiana
$204K $0 1 0.02% Maintained
1255
CIM
CIM Investment Management
Pennsylvania
$200K +$216K 1 0.09% New
1256
Prospera Financial Services
Prospera Financial Services
Texas
$200K +$208K 1 0.04% New
1257
SC
Schulhoff & Co
Ohio
$200K +$203K 1 0.14% New
1258
SL
Summitry LLC
California
$200K +$208K 1 0.02% New
1259
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K -$274K 5 0.04% Reduced
1260
Allworth Financial
Allworth Financial
California
$194K -$7.32K 3 0.04% Reduced
1261
AFP
Ausdal Financial Partners
Iowa
$194K +$185K 5 0.1% New
1262
Krilogy Financial
Krilogy Financial
Missouri
$194K $0 2 0.18% Maintained
1263
HA
Harfst & Associates
Wyoming
$187K +$19.8K 1 0.08% Increased
1264
PAM
PartnerRe Asset Management
Connecticut
$187K -$343K 2 0.1% Reduced
1265
CFA
Carroll Financial Associates
North Carolina
$184K +$8.13K 5 0.04% Increased
1266
MWP
MYCIO Wealth Partners
Pennsylvania
$183K +$27.5K 4 0.03% Increased
1267
PAIA
Park Avenue Institutional Advisers
New York
$177K -$12.8K 2 0.15% Reduced
1268
SSWM
Sheets Smith Wealth Management
North Carolina
$176K -$224K 1 0.05% Reduced
1269
Colony Group
Colony Group
Massachusetts
$174K +$93.6K 2 0.02% Increased
1270
DSC
Duncker Streett & Co
Missouri
$173K -$75.9K 3 0.06% Reduced
1271
FMLI
Fukoku Mutual Life Insurance
Japan
$168K +$44.9K 1 0.03% Increased
1272
MC
MRJ Capital
New York
$166K -$1.47M 1 0.11% Reduced
1273
VCM
Versant Capital Management
Arizona
$162K +$178K 10 0.1% New
1274
WIC
Woodmont Investment Counsel
Tennessee
$158K +$18.4K 3 0.05% Increased
1275
FMP
Financial Management Professionals
Texas
$152K +$24.5K 2 0.08% Increased