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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
LTI
Laffer Tengler Investments
Tennessee
$392K -$729 1 0.33% Reduced
1402
MWP
MYCIO Wealth Partners
Pennsylvania
$390K $0 1 0.03% Maintained
1403
TNB
Thomasville National Bank
Georgia
$388K -$40.7K 1 0.06% Reduced
1404
AWM
Avitas Wealth Management
California
$385K -$442K 1 0.11% Reduced
1405
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$385K $0 2 0.54% Maintained
1406
ACP
Ashfield Capital Partners
California
$384K -$28.2K 1 0.04% Reduced
1407
DII
Domini Impact Investments
New York
$384K +$2.9K 1 5.96% Increased
1408
JCM
JS Capital Management
New York
$383K +$374K 1 0.05% New
1409
FAN
Financial Advisors Network
California
$381K +$9.56K 1 0.2% Increased
1410
NGA
Naples Global Advisors
Florida
$381K +$21.9K 1 0.09% Increased
1411
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$381K -$451K 1 0.06% Reduced
1412
HW
Hamilton Wealth
California
$379K $0 1 0.27% Maintained
1413
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$379K +$134K 1 0.03% Increased
1414
DP
Dearborn Partners
Illinois
$378K -$40.5K 1 0.02% Reduced
1415
GAM
Gould Asset Management
California
$378K $0 1 0.13% Maintained
1416
ACM
AlphaStar Capital Management
North Carolina
$377K -$62.1K 1 0.09% Reduced
1417
CIA
CSat Investment Advisory
Michigan
$377K +$42.2K 7 0.12% Increased
1418
SXL
Summit X LLC
Missouri
$377K +$30.4K 1 0.15% Increased
1419
FCA
FinTrust Capital Advisors
South Carolina
$376K +$156K 5 0.13% Increased
1420
CC
Courier Capital
New York
$375K +$81 1 0.05% Increased
1421
CPP
Crow Point Partners
Massachusetts
$372K +$11.8K 1 0.05% Increased
1422
MCM
Maryland Capital Management
Maryland
$372K -$40.8K 1 0.04% Reduced
1423
SG
StoneX Group
New York
$371K +$87.6K 1 0.23% Increased
1424
GSWM
Golden State Wealth Management
California
$370K +$33.1K 6 0.12% Increased
1425
NB
Northwest Bancshares
Pennsylvania
$369K -$16.2K 1 0.15% Reduced