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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
1451
PWG
Portside Wealth Group
Utah
$17.2M +$424K 6 2% Increased
1452
HW
Hedeker Wealth
Illinois
$17.2M +$4.27M 4 3.28% Increased
1453
PCM
Parsons Capital Management
Rhode Island
$17.1M +$646K 3 0.78% Increased
1454
GFP
Gryphon Financial Partners
Ohio
$17.1M +$1.15M 5 1.51% Increased
1455
RWA
River Wealth Advisors
Pennsylvania
$17.1M +$196K 3 1.79% Increased
1456
QI
Qtron Investments
Massachusetts
$17.1M -$1.97M 6 2.28% Reduced
1457
3F
360 Financial
Minnesota
$17.1M +$15.1M 2 4.35% Increased
1458
ML
Maniro Ltd
$17M +$5.72M 2 3.82% Increased
1459
FWP
FAS Wealth Partners
Kansas
$17M +$1.12M 3 0.89% Increased
1460
GH
GAM Holding
Switzerland
$17M +$353K 4 1.3% Increased
1461
MGWM
Marks Group Wealth Management
Minnesota
$17M -$5.28M 4 1.48% Reduced
1462
JSL
JT Stratford LLC
Georgia
$17M +$1.4M 4 1.86% Increased
1463
TBA
Tower Bridge Advisors
Pennsylvania
$16.9M -$440K 2 1.53% Reduced
1464
AFAS
Acorn Financial Advisory Services
Virginia
$16.9M +$11.7M 4 2.25% Increased
1465
MIA
MMBG Investment Advisors
Florida
$16.9M +$4.09M 3 1.34% Increased
1466
CTA
Chesley Taft & Associates
Illinois
$16.9M -$205K 4 0.66% Reduced
1467
ACM
Arini Captial Management
United Kingdom
$16.8M +$15.9M 1 1.73% New
1468
LN
Lightrock Netherlands
Netherlands
$16.8M +$2.56M 1 3.32% Increased
1469
TCA
Transcend Capital Advisors
New Jersey
$16.8M +$1.33M 6 1.13% Increased
1470
SLWA
San Luis Wealth Advisors
California
$16.8M +$1.91M 2 2.53% Increased
1471
Burney Company
Burney Company
Virginia
$16.8M +$1.31M 8 0.45% Increased
1472
SIM
Stratos Investment Management
Ohio
$16.8M -$483K 3 0.61% Reduced
1473
IA
Integrity Alliance
Iowa
$16.8M +$1.07M 6 0.52% Increased
1474
DRW Securities
DRW Securities
Illinois
$16.8M -$30.7M 8 0.41% Reduced
1475
MCCP
Mission Creek Capital Partners
California
$16.7M +$1.89M 5 2.94% Increased