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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
HWA
HCR Wealth Advisors
California
$376K -$15.5K 1 0.13% Reduced
1377
Krilogy Financial
Krilogy Financial
Missouri
$375K +$9.24K 4 0.09% Increased
1378
CM
CoreCommodity Management
Connecticut
$372K -$21.1K 1 0.28% Reduced
1379
PFBT
Parkside Financial Bank & Trust
Missouri
$371K +$61.8K 6 0.14% Increased
1380
FPCP
Fort Point Capital Partners
California
$370K +$170K 1 0.14% Increased
1381
KSA
Ken Stern & Associates
California
$368K -$5.33K 1 0.16% Reduced
1382
LD
Lipe & Dalton
New York
$367K -$65.6K 1 0.26% Reduced
1383
Quadrant Capital Group
Quadrant Capital Group
Ohio
$366K +$66.7K 9 0.13% Increased
1384
HAM
Highstreet Asset Management
Ontario, Canada
$365K -$16.4K 1 0.02% Reduced
1385
IIC
Integrated Investment Consultants
Michigan
$365K +$377K 5 0.14% New
1386
PC
Port Capital
Illinois
$365K $0 1 0.05% Maintained
1387
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$365K +$408K 1 0.27% New
1388
Avantax Planning Partners
Avantax Planning Partners
Iowa
$364K +$409K 11 0.03% New
1389
WCWM
Willow Creek Wealth Management
California
$364K +$451K 1 0.19% New
1390
NB
Northwest Bancshares
Pennsylvania
$360K -$3.94K 1 0.15% Reduced
1391
PP
PDS Planning
Ohio
$359K $0 1 0.36% Maintained
1392
Savant Capital
Savant Capital
Illinois
$357K +$13.5K 1 0.08% Increased
1393
AMCA
Arthur M. Cohen & Associates
Illinois
$356K +$1.32K 1 0.13% Increased
1394
AC
Avestar Capital
New York
$353K +$18.2K 8 0.23% Increased
1395
Perpetual Ltd
Perpetual Ltd
Australia
$352K $0 1 0.05% Maintained
1396
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$349K +$378K 1 0.02% New
1397
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$348K -$58.1K 1 0.02% Reduced
1398
FCFC
First Commonwealth Financial Corp
Pennsylvania
$347K -$147K 1 0.37% Reduced
1399
WI
Wedgewood Investors
Pennsylvania
$345K -$10.3K 1 0.3% Reduced
1400
PP
PDT Partners
New York
$342K -$313K 1 0.01% Reduced