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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
1326
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$58K -$44.9K 1 0% Reduced
1327
GBT
Grove Bank & Trust
Florida
$56K +$58.1K 2 0.05% New
1328
CAL
Capital Advisors Ltd
Ohio
$54K $0 5 0.03% Maintained
1329
KCPG
Kavar Capital Partners Group
Kansas
$54K +$178 2 0.03% Increased
1330
EP
Edinburgh Partners
United Kingdom
$52K $0 1 0.01% Maintained
1331
MCM
MV Capital Management
Maryland
$52K +$44.9K 2 0.02% Increased
1332
AIM
Advantage Investment Management
Iowa
$48K +$7.75K 5 0.02% Increased
1333
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$48K +$44.9K 1 0.01% New
1334
AIM
Assured Investment Management
New York
$47K +$48.8K 1 0% New
1335
AW
Alpha Windward
Massachusetts
$43K +$9.42K 1 0.03% Increased
1336
MWM
MinichMacGregor Wealth Management
New York
$43K +$33.6K 2 0.04% New
1337
ZB
Zions Bancorporation
Utah
$42K +$16.1K 2 0.01% Increased
1338
FNYS
First New York Securities
New York
$41.3K +$39K 1 0.36% Increased
1339
RWG
Regal Wealth Group
California
$41K +$38.4K 1 0.04% New
1340
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K +$38.9K 2 0.02% New
1341
Penserra Capital Management
Penserra Capital Management
California
$40K +$41.8K 5 0% New
1342
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$39.6K $0 1 0.05% Maintained
1343
OC
Oakworth Capital
Alabama
$39K +$24K 2 0.02% Increased
1344
Avior Wealth Management
Avior Wealth Management
Nebraska
$37K +$20.8K 3 0.02% Increased
1345
LWM
LBA Wealth Management
Florida
$37K +$9.91K 1 0.02% Increased
1346
HPBT
High Point Bank & Trust
North Carolina
$36K $0 1 0.01% Maintained
1347
KAS
Kemnay Advisory Services
New York
$36K $0 1 0.02% Maintained
1348
WAS
WESPAC Advisors SoCal
California
$36K +$33.7K 1 0.02% New
1349
TCCM
Timber Creek Capital Management
Massachusetts
$35K $0 1 0.03% Maintained
1350
SMG
Spectrum Management Group
Indiana
$34K $0 1 0.01% Maintained