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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
1376
LOT
Lombard Odier Transatlantic
Quebec, Canada
$56K +$58.6K 1 0.05% New
1377
IC
Inverness Counsel
New York
$53K $0 1 0% Maintained
1378
IMS
Index Management Solutions
Pennsylvania
$47K -$1.24M 4 0.01% Reduced
1379
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$45K +$2.34K 3 0.03% Increased
1380
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$44.5K +$46.9K 1 0.06% New
1381
AA
AlphaMark Advisors
Kentucky
$44K +$23.4K 1 0.03% Increased
1382
FMLI
Fukoku Mutual Life Insurance
Japan
$44K -$820K 1 0.01% Reduced
1383
FFC
First Financial Corp
Indiana
$43K $0 1 0.02% Maintained
1384
TCCM
Timber Creek Capital Management
Massachusetts
$43K $0 1 0.03% Maintained
1385
FI
FCM Investments
Texas
$41K $0 1 0.02% Maintained
1386
FNYS
First New York Securities
New York
$39.4K -$690K 1 0.07% Reduced
1387
SIA
Stancorp Investment Advisers
Oregon
$38K +$40.1K 3 0.02% New
1388
JWA
JFS Wealth Advisors
Pennsylvania
$37K +$13.5K 3 0.01% Increased
1389
LFR
Lehman Financial Resources
Pennsylvania
$34K -$19.8K 1 0.02% Reduced
1390
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$34K -$1.48M 2 0% Reduced
1391
BKA
Brick & Kyle Associates
Pennsylvania
$33K +$33.8K 2 0.03% New
1392
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$31.4K +$29.9K 1 0.01% Increased
1393
HI
Hudock Inc
Pennsylvania
$28K -$34.7K 3 0.01% Reduced
1394
CFG
CKW Financial Group
Hawaii
$27K +$132 2 0.01% Increased
1395
HPBT
High Point Bank & Trust
North Carolina
$27K $0 1 0.01% Maintained
1396
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$25K +$26.7K 1 0.02% New
1397
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$25K $0 2 0.01% Maintained
1398
QI
Qualcomm Inc
California
$25K $0 2 0% Maintained
1399
KCM
Karp Capital Management
California
$24K +$24.8K 1 0.02% New
1400
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$24K -$32.8K 1 0.03% Reduced