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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
1276
GWS
Glassman Wealth Services
Virginia
$62K $0 2 0.06% Maintained
1277
MFBTD
MB Financial Bank - Trust Department
Illinois
$62K -$23.3K 2 0.01% Reduced
1278
DOA
D'Orazio & Associates
Virginia
$61K +$52.8K 2 0.03% Increased
1279
USGIU
U.S. Global Investors (USGI)
Texas
$61K +$82.2K 1 0.03% New
1280
CK
Carnick & Kubik
Colorado
$57.1K +$58.6K 1 0.04% New
1281
CFSG
Community Financial Services Group
Vermont
$57K $0 2 0.03% Maintained
1282
CCM
Concourse Capital Management
Georgia
$56K $0 1 0.03% Maintained
1283
UFA
US Financial Advisors
Massachusetts
$56K +$39K 4 0.09% Increased
1284
KCPG
Kavar Capital Partners Group
Kansas
$55K +$3.02K 2 0.04% Increased
1285
CAL
Capital Advisors Ltd
Ohio
$52K -$10.6K 5 0.03% Reduced
1286
TIM
Tortoise Investment Management
New York
$52K +$45.1K 1 0.02% Increased
1287
EP
Edinburgh Partners
United Kingdom
$51K $0 1 0.01% Maintained
1288
IMS
Index Management Solutions
Pennsylvania
$51K -$1.92K 3 0.05% Reduced
1289
PHK
Point72 Hong Kong
Hong Kong
$48K -$675K 1 0.07% Reduced
1290
WA
WealthTrust-Arizona
Arizona
$48K -$23.9K 2 0.03% Reduced
1291
HHMI
Howard Hughes Medical Institute
Maryland
$47K -$136K 1 0.01% Reduced
1292
ARMC
American Research & Management Company
Massachusetts
$44K $0 2 0.02% Maintained
1293
AIM
Advantage Investment Management
Iowa
$43K -$6.16K 4 0.02% Reduced
1294
LFR
Lehman Financial Resources
Pennsylvania
$41K $0 1 0.02% Maintained
1295
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$41K -$5.1K 1 0.05% Reduced
1296
AC
Amici Capital
New York
$38K $0 1 0% Maintained
1297
FFC
First Financial Corp
Indiana
$38K -$5.91K 1 0.02% Reduced
1298
SignatureFD
SignatureFD
Georgia
$38K +$9.52K 2 0.01% Increased
1299
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$37K +$40.3K 1 0.01% New
1300
KAS
Kemnay Advisory Services
New York
$37K $0 1 0.03% Maintained