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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
1401
RWM
Raffa Wealth Management
District of Columbia
$6.38K -$5.17K 1 0.01% Reduced
1402
NMIS
Northwestern Mutual Investment Services
Wisconsin
$6K +$5.01K 1 0% New
1403
SMG
Spectrum Management Group
Indiana
$6K $0 1 0% Maintained
1404
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$5K +$5.31K 1 0% New
1405
MIM
Macroview Investment Management
Maryland
$5K +$5K 2 0.01% New
1406
PFSC
Peoples Financial Services Corp
Pennsylvania
$5K $0 1 0% Maintained
1407
Rockefeller Financial Services
Rockefeller Financial Services
New York
$5K $0 2 0% Maintained
1408
HFM
Hartford Financial Management
Connecticut
$4K +$4.02K 1 0% New
1409
IFA
Interactive Financial Advisors
Illinois
$4K +$3.86K 1 0% New
1410
Winslow Capital Management
Winslow Capital Management
Minnesota
$4K +$4.13K 1 0% New
1411
IWC
Integrated Wealth Counsel
California
$2K $0 1 0% Maintained
1412
PO
Private Ocean
California
$2K +$2.01K 1 0% New
1413
CFSG
Community Financial Services Group
Vermont
$1K +$1.7K 1 0% New
1414
EMA
Efficient Market Advisors
California
$1K +$804 1 0% New
1415
QAM
QCI Asset Management
New York
$1K $0 1 0% Maintained
1416
SAM
Shamrock Asset Management
Texas
$1K +$1.1K 1 0% New
1417
abrdn Investment Management
abrdn Investment Management
United Kingdom
$0 -$18.1M 0 – Closed
1418
AC
Alexandria Capital
Virginia
$0 -$5K 0 – Closed
1419
AA
AlphaMark Advisors
Kentucky
$0 -$20K 0 – Closed
1420
AWS
Aris Wealth Services
Pennsylvania
$0 -$202K 0 – Closed
1421
AAM
Augustine Asset Management
Florida
$0 -$3.91M 0 – Closed
1422
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
$0 -$5.21M 0 – Closed
1423
Bailard
Bailard
California
$0 -$1.08M 0 – Closed
1424
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0 -$30K 0 – Closed
1425
BOTW
Bank of the West
California
$0 -$328K 0 – Closed