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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
LWM
LBA Wealth Management
Florida
$4K +$4.02K 1 0% New
1402
PIM
Parasol Investment Management
Illinois
$4K +$4.89K 1 0% New
1403
AC
Alexandria Capital
Virginia
$3K +$2.84K 1 0% New
1404
CFSG
Community Financial Services Group
Vermont
$3K +$3.83K 2 0% New
1405
DA
Denali Advisors
California
$3K -$487K 1 0% Reduced
1406
PO
Private Ocean
California
$3K $0 1 0% Maintained
1407
QAM
QCI Asset Management
New York
$3K +$2.13K 2 0% Increased
1408
EMA
Efficient Market Advisors
California
$2K +$534 2 0% Increased
1409
EWM
Elite Wealth Management
Washington
$2K -$20.1K 1 0% Reduced
1410
RWM
Raffa Wealth Management
District of Columbia
$1.29K -$4.67K 2 0% Reduced
1411
NC
NewSquare Capital
Pennsylvania
$1K $0 1 0% Maintained
1412
SAM
Shamrock Asset Management
Texas
$1K $0 1 0% Maintained
1413
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$605 +$619 1 0% New
1414
AGA
Accuvest Global Advisors
Utah
$0 -$463K 0 – Closed
1415
AAM
ACK Asset Management
Connecticut
$0 -$8.6M 0 – Closed
1416
AHC
Adams Hill Capital
Connecticut
$0 -$7.72M 0 – Closed
1417
AL
AJO LP
Pennsylvania
$0 -$12.1M 0 – Closed
1418
AC
Amici Capital
New York
$0 -$4.8M 0 – Closed
1419
ACMM
Arbor Capital Management (Minnesota)
Minnesota
$0 -$3.45M 0 – Closed
1420
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$0 -$2.24M 0 – Closed
1421
ACM
Ativo Capital Management
Illinois
$0 -$1.71M 0 – Closed
1422
BPB
Badgley, Phelps & Bell
Washington
$0 -$5.83M 0 – Closed
1423
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0 +$496 1 0% New
1424
BFA
Beaumont Financial Advisors
Massachusetts
$0 -$2.1M 0 – Closed
1425
BLM
Bennett Lawrence Management
New York
$0 -$4.5M 0 – Closed