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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
ZIM
ZPR Investment Management
Florida
$311K $0 1 0.42% Maintained
1452
WA
Wealth Architects
California
$310K -$15.5K 1 0.1% Reduced
1453
HAM
Highstreet Asset Management
Ontario, Canada
$309K -$33.4K 1 0.02% Reduced
1454
OAM
Oak Asset Management
California
$309K +$320K 1 0.21% New
1455
WI
Wedgewood Investors
Pennsylvania
$308K -$15.5K 1 0.53% Reduced
1456
CA
Capital Advantage
California
$306K +$23.5K 1 0.07% Increased
1457
RCS
Retirement Capital Strategies
California
$306K $0 1 0.16% Maintained
1458
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$305K $0 1 0% Maintained
1459
PCAP
Pratt Collard Advisory Partners
New York
$304K -$29.7K 1 0.26% Reduced
1460
PTC
Petrus Trust Company
Texas
$302K +$33K 1 0.06% Increased
1461
MRCM
M&R Capital Management
New Jersey
$301K -$14.7K 4 0.07% Reduced
1462
BIC
Beach Investment Counsel
Pennsylvania
$300K $0 1 0.03% Maintained
1463
FIA
FNY Investment Advisers
New York
$298K +$315K 5 0.12% New
1464
IAS
IMA Advisory Services
Colorado
$297K +$19.1K 3 0.12% Increased
1465
TCB
Texas Capital Bancshares
Texas
$297K +$3.09K 1 0.64% Increased
1466
JA
JOYN Advisors
Georgia
$294K +$124K 11 0.06% Increased
1467
CWS
Cypress Wealth Services
California
$293K +$260K 1 0.11% New
1468
CF
Copperwynd Financial
Arizona
$291K +$8.86K 1 0.2% Increased
1469
CM
CoreCommodity Management
Connecticut
$291K +$14.5K 1 0.2% Increased
1470
FA
FCG Advisors
New Jersey
$290K -$11K 1 0.11% Reduced
1471
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$290K +$77.9K 1 0.03% Increased
1472
SAM
SP Asset Management
California
$290K +$274K 1 0.08% New
1473
RCC
Red Cedar Capital
Nebraska
$288K $0 2 0.26% Maintained
1474
BHWM
Bar Harbor Wealth Management
New Hampshire
$284K +$294K 1 0.03% New
1475
SAA
Southeast Asset Advisors
Georgia
$284K $0 1 0.08% Maintained