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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
1351
TCCM
Timber Creek Capital Management
Massachusetts
$51K +$20.9K 1 0.05% Increased
1352
MCF Advisors
MCF Advisors
Kentucky
$46K +$44.4K 1 0.02% New
1353
VIA
Vantage Investment Advisors
Pennsylvania
$46K +$33.8K 5 0.03% Increased
1354
FI
FCM Investments
Texas
$45K $0 1 0.02% Maintained
1355
KC
Kingfisher Capital
North Carolina
$44K -$714 1 0.02% Reduced
1356
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$40K +$24.4K 3 0.03% Increased
1357
SGAM
Smith Group Asset Management
Texas
$39K -$4.68M 3 0% Reduced
1358
ST
Somerset Trust
Pennsylvania
$39K $0 1 0.03% Maintained
1359
Gradient Investments
Gradient Investments
Minnesota
$38K -$330K 2 0.01% Reduced
1360
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$38K $0 2 0.02% Maintained
1361
CAW
Cornerstone Advisors (Washington)
Washington
$35K +$3.49K 4 0.04% Increased
1362
Waverly Advisors
Waverly Advisors
Alabama
$35K -$63.7K 3 0.02% Reduced
1363
PIA
Piedmont Investment Advisors
North Carolina
$34.1K -$1.84K 1 0% Reduced
1364
HCM
Highlander Capital Management
New Jersey
$32.2K $0 1 0.03% Maintained
1365
HRIA
Haberer Registered Investment Advisor
Ohio
$32K +$18K 2 0.02% Increased
1366
HPBT
High Point Bank & Trust
North Carolina
$30K $0 1 0.01% Maintained
1367
EWM
Elite Wealth Management
Washington
$29K -$52.1K 1 0.02% Reduced
1368
OC
Oakworth Capital
Alabama
$27K $0 1 0.02% Maintained
1369
ARMC
American Research & Management Company
Massachusetts
$25K -$2.88K 2 0.01% Reduced
1370
FBT
Founders Bank & Trust
Michigan
$25K $0 1 0.01% Maintained
1371
SignatureFD
SignatureFD
Georgia
$24K -$5.76K 3 0.01% Reduced
1372
FFC
First Financial Corp
Indiana
$23K +$23K 2 0.01% New
1373
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$23K +$22.1K 1 0.06% New
1374
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$22K $0 1 0.02% Maintained
1375
MFBTD
MB Financial Bank - Trust Department
Illinois
$22K -$4K 1 0% Reduced