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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
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$293K -$32.8K 1 0.09% Reduced
1452
CFGS
Concourse Financial Group Securities
Alabama
$293K +$315K 7 0.08% New
1453
DA
Doliver Advisors
Texas
$292K -$2.45K 1 0.12% Reduced
1454
CPC
Congress Park Capital
New York
$291K $0 1 0.26% Maintained
1455
KWMG
King Wealth Management Group
Florida
$291K $0 1 0.09% Maintained
1456
SAM
SP Asset Management
California
$291K $0 1 0.08% Maintained
1457
Hills Bank & Trust
Hills Bank & Trust
Iowa
$290K $0 1 0.08% Maintained
1458
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$285K $0 1 0.01% Maintained
1459
ACM
AUA Capital Management
Pennsylvania
$283K $0 2 0.22% Maintained
1460
WI
Wintrust Investments
Illinois
$282K -$44.6K 1 0.05% Reduced
1461
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$281K $0 1 0% Maintained
1462
Homrich & Berg
Homrich & Berg
Georgia
$279K +$24.1K 1 0.02% Increased
1463
LSA
L & S Advisors
California
$278K +$15.6K 1 0.04% Increased
1464
PWP
Private Wealth Partners
California
$277K -$78.3K 1 0.04% Reduced
1465
RCC
Red Cedar Capital
Nebraska
$277K +$14.3K 3 0.24% Increased
1466
AC
Addison Capital
Pennsylvania
$276K $0 1 0.21% Maintained
1467
Fenimore Asset Management
Fenimore Asset Management
New York
$276K $0 1 0.01% Maintained
1468
Horizon Investments
Horizon Investments
North Carolina
$275K -$1.08M 1 0.01% Reduced
1469
CBU
CIBC Bank USA
Illinois
$273K $0 1 0.04% Maintained
1470
Citizens Financial Group
Citizens Financial Group
Rhode Island
$273K -$4.83K 3 0.02% Reduced
1471
JA
JOYN Advisors
Georgia
$273K -$24.7K 10 0.05% Reduced
1472
MLFP
MPS Loria Financial Planners
Illinois
$273K -$11.7K 1 0.17% Reduced
1473
SIC
Shoker Investment Counsel
Ohio
$273K $0 1 0.2% Maintained
1474
ACM
Argyle Capital Management
Pennsylvania
$272K $0 1 0.1% Maintained
1475
HPWM
Highland Private Wealth Management
Washington
$272K +$1.25K 1 0.09% Increased