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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
CI
Cowen Inc
New York
$22K -$172K 1 0% Reduced
1402
SMG
Spectrum Management Group
Indiana
$22K $0 1 0.01% Maintained
1403
WOC
West Oak Capital
California
$21K +$21.5K 1 0.02% New
1404
JFA
JNBA Financial Advisors
Minnesota
$20K +$5.63K 2 0.01% Increased
1405
AWM
AllSquare Wealth Management
New York
$19K +$18K 2 0.02% New
1406
ARMC
American Research & Management Company
Massachusetts
$19K $0 2 0.01% Maintained
1407
FBT
Founders Bank & Trust
Michigan
$19K $0 1 0.01% Maintained
1408
Waverly Advisors
Waverly Advisors
Alabama
$19K -$30K 1 0.01% Reduced
1409
Avior Wealth Management
Avior Wealth Management
Nebraska
$18K $0 2 0.01% Maintained
1410
CP
Corbenic Partners
Pennsylvania
$18K +$18.5K 1 0.01% New
1411
KPCM
Kings Point Capital Management
New York
$18K +$19.5K 1 0% New
1412
QAM
QCI Asset Management
New York
$18K +$15.9K 2 0% Increased
1413
CFN
Cordasco Financial Network
Florida
$17K $0 1 0.01% Maintained
1414
CFA
CT Financial Advisors
Pennsylvania
$16.2K +$15.7K 1 0.01% New
1415
CHC
City Holding Co
West Virginia
$16K $0 1 0.01% Maintained
1416
FCT
Family Capital Trust
Massachusetts
$16K +$15.3K 1 0.01% New
1417
AP
Advisors Preferred
Maryland
$14.8K -$3.3K 1 0.01% Reduced
1418
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$14K $0 2 0% Maintained
1419
MBT
Monroe Bank & Trust
Michigan
$14K +$13.2K 1 0% New
1420
PFG
Pacific Financial Group
Washington
$14K +$14.8K 2 0% New
1421
PR
Payden & Rygel
California
$14K $0 1 0% Maintained
1422
TFO
Tarbox Family Office
California
$14K +$1.1K 2 0.01% Increased
1423
WCBA
Weaver C. Barksdale & Associates
Tennessee
$14K +$667 1 0.01% Increased
1424
SGAM
Smith Group Asset Management
Texas
$13K $0 1 0% Maintained
1425
PFSC
Peoples Financial Services Corp
Pennsylvania
$12K $0 2 0.01% Maintained