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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
MWP
MYCIO Wealth Partners
Pennsylvania
$410K $0 1 0.05% Maintained
1352
SC
SRB Corp
Massachusetts
$409K +$33.2K 2 0.05% Increased
1353
ITIM
Indiana Trust & Investment Management
Indiana
$405K -$8.29K 1 0.19% Reduced
1354
C
Cerebellum
California
$403K +$22.6K 3 0.52% Increased
1355
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$401K +$11.5K 3 0.21% Increased
1356
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$398K -$110K 1 0.07% Reduced
1357
VCA
Verdence Capital Advisors
Maryland
$396K +$104K 1 0.1% Increased
1358
WA
Wheatland Advisors
Pennsylvania
$395K $0 1 0.33% Maintained
1359
WA
Winfield Associates
Ohio
$393K -$206K 1 0.21% Reduced
1360
HT
Heritage Trust
Oklahoma
$390K $0 3 0.15% Maintained
1361
AW
ACG Wealth
Georgia
$386K +$89.7K 1 0.06% Increased
1362
DBIA
Dumont & Blake Investment Advisors
New Jersey
$386K +$479K 1 0.16% New
1363
MSR
Main Street Research
Connecticut
$385K -$80.8K 1 0.06% Reduced
1364
ACM
AlphaStar Capital Management
North Carolina
$384K +$32.2K 1 0.15% Increased
1365
BCWM
Blue Chip Wealth Management
Florida
$384K +$476K 1 0.39% New
1366
CNB
Camden National Bank
Maine
$384K $0 1 0.11% Maintained
1367
WPW
Winthrop Partners - WNY
New York
$383K +$112K 3 0.29% Increased
1368
Global Retirement Partners
Global Retirement Partners
California
$382K +$288K 7 0.11% Increased
1369
CS
Comerica Securities
Michigan
$379K -$4.02K 1 0.05% Reduced
1370
GP
Girard Partners
Pennsylvania
$379K -$26.4K 1 0.09% Reduced
1371
WCM
Washington Capital Management
Washington
$379K +$393K 1 0.38% New
1372
BWP
Baldwin Wealth Partners
Massachusetts
$378K -$5.04K 3 0.06% Reduced
1373
JSA
Jacobson & Schmitt Advisors
Wisconsin
$378K $0 1 0.26% Maintained
1374
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$377K +$140K 7 0.02% Increased
1375
PWAG
Polaris Wealth Advisory Group
California
$377K -$204K 2 0.03% Reduced