← 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
1351
MFBTD
MB Financial Bank - Trust Department
Illinois
$106K +$39.9K 2 0.01% Increased
1352
SCM
Scopia Capital Management
New York
$103K $0 1 0% Maintained
1353
CCM
Condor Capital Management
New Jersey
$102K +$3.3K 1 0.02% Increased
1354
LMR Partners
LMR Partners
United Kingdom
$102K +$111K 1 0.01% New
1355
VFA
Virtus Fund Advisers
Connecticut
$100K -$51.4K 2 0% Reduced
1356
FWM
Focused Wealth Management
New York
$93K -$70.2K 5 0.06% Reduced
1357
NCM
Nelson Capital Management
California
$93K $0 1 0.03% Maintained
1358
SGC
South Georgia Capital
Illinois
$89K -$23.7K 1 0.18% Reduced
1359
AF
Arrow Financial
New York
$84K $0 1 0.02% Maintained
1360
HDIM
Hanson & Doremus Investment Management
Vermont
$82K -$11K 2 0.04% Reduced
1361
AA
AlphaMark Advisors
Kentucky
$80K $0 1 0.05% Maintained
1362
CAL
Capital Advisors Ltd
Ohio
$78K $0 5 0.04% Maintained
1363
CFA
Camarda Financial Advisors
Florida
$77K +$68.1K 1 0.04% New
1364
WA
WealthTrust-Arizona
Arizona
$77K -$30.8K 2 0.05% Reduced
1365
FAM
Formidable Asset Management
Ohio
$75K +$47.4K 1 0.05% Increased
1366
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$72K $0 1 0.01% Maintained
1367
AWS
Aris Wealth Services
Pennsylvania
$71K +$47.6K 2 0.07% Increased
1368
BAM
Bruderman Asset Management
New York
$71K +$20K 2 0.03% Increased
1369
CCM
Concourse Capital Management
Georgia
$68K $0 1 0.03% Maintained
1370
EP
Edinburgh Partners
United Kingdom
$67K $0 1 0.01% Maintained
1371
GWS
Glassman Wealth Services
Virginia
$67K -$14K 2 0.05% Reduced
1372
CFSG
Community Financial Services Group
Vermont
$65K +$19.4K 2 0.03% Increased
1373
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$65K +$14.1K 3 0.04% Increased
1374
IMS
Index Management Solutions
Pennsylvania
$62K -$1.72K 3 0.06% Reduced
1375
CBT
Central Bank & Trust
Kentucky
$60K $0 1 0.02% Maintained