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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
1301
CFS
Community Financial System
New York
$109K $0 1 0.02% Maintained
1302
Chilton Capital Management
Chilton Capital Management
Texas
$109K $0 1 0.01% Maintained
1303
WF
WealthTrust Fairport
Ohio
$108K -$2.12M 2 0.02% Reduced
1304
GCT
Galaxy Capital Trading
British Virgin Islands
$105K +$107K 1 0.26% New
1305
SFU
Stonehage Fleming (UK)
United Kingdom
$99K +$87.6K 1 0.04% New
1306
Waverly Advisors
Waverly Advisors
Alabama
$94K +$90.1K 4 0.03% New
1307
IMS
Index Management Solutions
Pennsylvania
$90K -$104K 3 0.02% Reduced
1308
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$88K $0 1 0.06% Maintained
1309
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$82K +$78K 1 0.01% New
1310
DCM
Dean Capital Management
Kansas
$81K +$47.5K 2 0.95% Increased
1311
FMP
Financial Management Professionals
Texas
$81K $0 1 0.05% Maintained
1312
SNT
Security National Trust
West Virginia
$77K +$21.3K 4 0.03% Increased
1313
EP
Edinburgh Partners
United Kingdom
$76K -$4.85K 1 0.01% Reduced
1314
MAS
Madden Advisory Services
Florida
$76K $0 1 0.06% Maintained
1315
PWAG
Polaris Wealth Advisory Group
California
$75K +$76.6K 1 0.02% New
1316
VNB
Valley National Bancorp
New York
$74K +$69.7K 1 0.07% New
1317
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$68K +$65K 3 0.02% New
1318
EWM
Elite Wealth Management
Washington
$66K -$198K 4 0.05% Reduced
1319
Meag Munich Ergo
Meag Munich Ergo
Germany
$66K -$1.73M 1 0% Reduced
1320
TFMS
Trust & Fiduciary Management Services
Massachusetts
$64K -$4.48K 1 0.04% Reduced
1321
WA
WealthTrust-Arizona
Arizona
$64K +$13.2K 6 0.07% Increased
1322
HI
Hudock Inc
Pennsylvania
$60K +$49.8K 3 0.05% Increased
1323
IC
IKOS CIF
Cyprus
$60K +$30.2K 1 0.15% Increased
1324
CA
CapWealth Advisors
Tennessee
$53K -$7.12K 1 0.01% Reduced
1325
NES
New England Securities
New York
$52K -$796K 3 0.02% Reduced