← All themes

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
1326
PCM
Potomac Capital Management
New York
$103K $0 1 0.11% Maintained
1327
FMP
Financial Management Professionals
Texas
$101K -$4K 1 0.05% Reduced
1328
PSC
Prentiss Smith & Co
Vermont
$100K -$17K 2 0.05% Reduced
1329
Saturna Capital
Saturna Capital
Washington
$99K $0 1 0% Maintained
1330
KCP
KDI Capital Partners
North Carolina
$98K -$6.21M 1 0.02% Reduced
1331
Ballentine Partners
Ballentine Partners
Massachusetts
$96K -$52.8K 1 0.01% Reduced
1332
HDIM
Hanson & Doremus Investment Management
Vermont
$95K -$17.8K 3 0.04% Reduced
1333
HI
Hudock Inc
Pennsylvania
$88K +$67.2K 3 0.04% Increased
1334
AF
Arrow Financial
New York
$85K $0 1 0.02% Maintained
1335
WA
WealthTrust-Arizona
Arizona
$85K +$15.6K 3 0.05% Increased
1336
CCM
Concourse Capital Management
Georgia
$83K +$97K 1 0.05% New
1337
SGC
South Georgia Capital
Illinois
$81K +$26.3K 1 0.15% Increased
1338
CAL
Capital Advisors Ltd
Ohio
$78K +$5.82K 5 0.04% Increased
1339
ZB
Zions Bancorporation
Utah
$73K +$72.9K 3 0.01% New
1340
MFBTD
MB Financial Bank - Trust Department
Illinois
$71K -$4.33M 1 0.01% Reduced
1341
ACPU
Arrowgrass Capital Partners (US)
Delaware
$69K +$68.7K 1 0% New
1342
OC
Oakworth Capital
Alabama
$69K $0 2 0.03% Maintained
1343
EP
Edinburgh Partners
United Kingdom
$68K $0 1 0.01% Maintained
1344
NCM
Nelson Capital Management
California
$65K -$8.3K 1 0.02% Reduced
1345
GWS
Glassman Wealth Services
Virginia
$63K -$13K 3 0.05% Reduced
1346
CBT
Central Bank & Trust
Kentucky
$60K +$60.2K 1 0.02% New
1347
AA
AlphaMark Advisors
Kentucky
$57K +$20.2K 1 0.03% Increased
1348
AC
Amici Capital
New York
$56K +$65.6K 1 0% New
1349
IMS
Index Management Solutions
Pennsylvania
$56K +$8.15K 5 0.04% Increased
1350
LFR
Lehman Financial Resources
Pennsylvania
$54K +$20.4K 1 0.02% Increased