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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
PCP
Proficio Capital Partners
Massachusetts
$103K +$99.3K 4 0.1% New
1302
M
MOTCO
Texas
$98K -$4.06K 1 0.01% Reduced
1303
RFA
Reilly Financial Advisors
California
$97K -$23.8K 2 0.02% Reduced
1304
FAM
Formidable Asset Management
Ohio
$96K +$35.7K 3 0.07% Increased
1305
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$94.6K -$45.8K 2 0.02% Reduced
1306
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$94K +$31.4K 5 0.05% Increased
1307
DA
Dunvegan Associates
California
$89K -$12.1K 1 0.1% Reduced
1308
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$87K +$52.9K 4 0.05% Increased
1309
SIM
Sonora Investment Management
Arizona
$84K -$54.2K 2 0.02% Reduced
1310
AC
Alexandria Capital
Virginia
$83K +$75.1K 1 0.02% Increased
1311
LWM
Lenox Wealth Management
Ohio
$74K +$69K 2 0.06% New
1312
HDIM
Hanson & Doremus Investment Management
Vermont
$73K $0 2 0.03% Maintained
1313
AA
AlphaMark Advisors
Kentucky
$72K $0 1 0.04% Maintained
1314
TIM
Tortoise Investment Management
New York
$72K +$20.2K 1 0.03% Increased
1315
Gradient Investments
Gradient Investments
Minnesota
$71K +$37.7K 4 0.01% Increased
1316
NHFG
New Harbor Financial Group
Massachusetts
$66K +$30K 2 0.1% Increased
1317
AF
Arrow Financial
New York
$65K +$449 2 0.02% Increased
1318
FFC
First Financial Corp
Indiana
$65K +$27.1K 1 0.03% Increased
1319
TFA
Transamerica Financial Advisors
Florida
$65K $0 3 0% Maintained
1320
MFBTD
MB Financial Bank - Trust Department
Illinois
$62K -$1.84K 2 0.01% Reduced
1321
CCS
Crosspoint Capital Strategies
California
$61K +$51.3K 2 0.02% Increased
1322
GWS
Glassman Wealth Services
Virginia
$61K $0 2 0.06% Maintained
1323
PSC
Prentiss Smith & Co
Vermont
$60K -$61.7K 2 0.03% Reduced
1324
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$59.4K -$532K 3 0.01% Reduced
1325
BAM
Bruderman Asset Management
New York
$59K -$7.76K 2 0.02% Reduced