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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
Churchill Management
Churchill Management
California
$407K +$384K 1 0.01% New
1377
NB
Northwest Bancshares
Pennsylvania
$402K +$2.13K 1 0.18% Increased
1378
KSA
Ken Stern & Associates
California
$399K $0 1 0.17% Maintained
1379
CPA
Cowen Prime Advisors
New York
$398K +$83.2K 1 0.19% Increased
1380
HI
Harrington Investments
California
$396K -$99K 1 0.31% Reduced
1381
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$395K +$55K 1 0.04% Increased
1382
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$393K -$35.2K 1 2.03% Reduced
1383
PP
PDS Planning
Ohio
$393K +$3.11K 1 0.34% Increased
1384
FPFS
First Personal Financial Services
North Carolina
$390K -$7.41K 4 0.12% Reduced
1385
Quadrant Capital Group
Quadrant Capital Group
Ohio
$390K +$9.41K 10 0.11% Increased
1386
PAM
Palisade Asset Management
Minnesota
$389K -$13.6K 1 0.05% Reduced
1387
CFA
Carroll Financial Associates
North Carolina
$387K +$8.96K 6 0.04% Increased
1388
NewEdge Advisors
NewEdge Advisors
Louisiana
$387K +$20.4K 1 0.03% Increased
1389
HT
Heritage Trust
Oklahoma
$383K $0 3 0.14% Maintained
1390
Perpetual Ltd
Perpetual Ltd
Australia
$382K $0 1 0.05% Maintained
1391
Savant Capital
Savant Capital
Illinois
$382K -$8.67K 1 0.07% Reduced
1392
DA
Dillon & Associates
Michigan
$380K +$818 1 0.13% Increased
1393
RIM
Rampart Investment Management
Connecticut
$380K +$277K 2 0.17% Increased
1394
Walleye Trading
Walleye Trading
New York
$379K -$7.21M 4 0% Reduced
1395
PWAG
Polaris Wealth Advisory Group
California
$378K +$337K 3 0.03% Increased
1396
HWA
HCR Wealth Advisors
California
$373K -$5.31K 1 0.12% Reduced
1397
AMCA
Arthur M. Cohen & Associates
Illinois
$372K -$12.2K 1 0.11% Reduced
1398
WTB
Washington Trust Bank
Washington
$372K -$304K 4 0.06% Reduced
1399
1WA
180 Wealth Advisors
Washington
$369K -$74.6K 1 0.17% Reduced
1400
DLCIG
D.L. Carlson Investment Group
New Hampshire
$365K -$1.63M 1 0.1% Reduced