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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
SIM
Sonora Investment Management
Arizona
$103K +$5.92K 2 0.02% Increased
1327
CCM
Concourse Capital Management
Georgia
$98K +$86.7K 1 0.06% New
1328
KT
Kanaly Trust
Texas
$98K -$26.9K 4 0.02% Reduced
1329
TDC
Thompson Davis & Co
Virginia
$97K -$11.3K 3 0.14% Reduced
1330
BCM
Bluefin Capital Management
New York
$93K +$79.7K 1 0.01% New
1331
AC
Alexandria Capital
Virginia
$88K -$10.9K 2 0.02% Reduced
1332
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$79.6K -$31.2K 1 0.02% Reduced
1333
FFC
First Financial Corp
Indiana
$77K $0 1 0.04% Maintained
1334
PSC
Prentiss Smith & Co
Vermont
$76K +$7.42K 3 0.04% Increased
1335
Gradient Investments
Gradient Investments
Minnesota
$75K +$2.52K 4 0.01% Increased
1336
MFBTD
MB Financial Bank - Trust Department
Illinois
$74K -$884 2 0.01% Reduced
1337
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$73K -$26.6K 3 0.04% Reduced
1338
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$72K -$236K 5 0.01% Reduced
1339
GWS
Glassman Wealth Services
Virginia
$72K +$11.2K 3 0.07% Increased
1340
LWM
Lenox Wealth Management
Ohio
$70K -$1K 1 0.05% Reduced
1341
HDIM
Hanson & Doremus Investment Management
Vermont
$69K $0 2 0.03% Maintained
1342
EP
Edinburgh Partners
United Kingdom
$63K $0 1 0.01% Maintained
1343
HI
Hudock Inc
Pennsylvania
$63K +$51K 4 0.03% Increased
1344
CAL
Capital Advisors Ltd
Ohio
$62K $0 5 0.03% Maintained
1345
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$60.9K +$19.7K 1 0.08% Increased
1346
FAM
Formidable Asset Management
Ohio
$59K -$38.6K 2 0.04% Reduced
1347
NYLT
New York Life Trust
New York
$59K +$51.6K 1 0.26% New
1348
Pathstone Family Office
Pathstone Family Office
New Jersey
$59K +$51.1K 1 0.12% New
1349
Penserra Capital Management
Penserra Capital Management
California
$56K +$10.3K 4 0.01% Increased
1350
CK
Carnick & Kubik
Colorado
$52K +$45K 1 0.02% New