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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
Brandes Investment Partners
Brandes Investment Partners
California
$53K +$35.7K 1 0% New
1352
BAM
Bruderman Asset Management
New York
$51K +$51.1K 1 0.02% New
1353
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$51K $0 1 0.01% Maintained
1354
FFC
First Financial Corp
Indiana
$50K +$6.8K 1 0.03% Increased
1355
LOT
Lombard Odier Transatlantic
Quebec, Canada
$47K $0 1 0.04% Maintained
1356
TCCM
Timber Creek Capital Management
Massachusetts
$42K $0 1 0.03% Maintained
1357
TIM
Tortoise Investment Management
New York
$42K -$49.3K 1 0.02% Reduced
1358
FI
FCM Investments
Texas
$41K $0 1 0.02% Maintained
1359
KCM
Karp Capital Management
California
$39K +$20.2K 1 0.03% Increased
1360
SFWA
Summit Financial Wealth Advisors
Louisiana
$39K +$29.2K 1 0.03% Increased
1361
FMLI
Fukoku Mutual Life Insurance
Japan
$38K $0 1 0.01% Maintained
1362
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$38K -$224 3 0.02% Reduced
1363
MCF Advisors
MCF Advisors
Kentucky
$37K +$28.1K 2 0.01% Increased
1364
SIA
Stancorp Investment Advisers
Oregon
$35K +$405 3 0.02% Increased
1365
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$34.9K -$3.04K 1 0.04% Reduced
1366
CFSG
Community Financial Services Group
Vermont
$33K +$32.9K 2 0.02% Increased
1367
BAM
Barrett Asset Management
New York
$32K -$216K 2 0% Reduced
1368
AIM
Advantage Investment Management
Iowa
$30K -$34.4K 4 0.02% Reduced
1369
BKA
Brick & Kyle Associates
Pennsylvania
$30K $0 2 0.03% Maintained
1370
WCM
Wealthcare Capital Management
Virginia
$30K +$65.4K 4 0% Increased
1371
RBC
Roble Belko & Company
Pennsylvania
$29K +$28.4K 2 0.02% New
1372
Country Trust Bank
Country Trust Bank
Illinois
$28K +$27.7K 1 0% New
1373
KAS
Kemnay Advisory Services
New York
$28K -$1.28M 1 0.02% Reduced
1374
HPBT
High Point Bank & Trust
North Carolina
$27K $0 1 0.01% Maintained
1375
SGAM
Smith Group Asset Management
Texas
$27K +$10K 1 0% Increased