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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
WBC
West Branch Capital
Massachusetts
$321K -$824K 1 0.24% Reduced
1452
BIA
Bigelow Investment Advisors
Maine
$320K -$4.7K 1 0.2% Reduced
1453
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$320K $0 1 0.1% Maintained
1454
AMCA
Arthur M. Cohen & Associates
Illinois
$317K +$19.3K 1 0.09% Increased
1455
GW & Wade
GW & Wade
Massachusetts
$317K -$11.7K 1 0.03% Reduced
1456
HWA
HCR Wealth Advisors
California
$317K -$17.4K 1 0.11% Reduced
1457
SAA
Southeast Asset Advisors
Georgia
$316K $0 1 0.08% Maintained
1458
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$315K $0 1 0.09% Maintained
1459
Walleye Capital
Walleye Capital
New York
$313K +$55K 2 0.02% Increased
1460
CDH
Charles D. Hyman
$312K -$8.91K 1 0.03% Reduced
1461
FFA
First Foundation Advisors
California
$310K +$85.2K 1 0.02% Increased
1462
CFGS
Concourse Financial Group Securities
Alabama
$308K -$611K 6 0.08% Reduced
1463
CC
Cadinha & Co
Hawaii
$307K -$23.2K 1 0.05% Reduced
1464
LWM
Liberty Wealth Management
California
$307K +$58.7K 2 0.29% Increased
1465
GCA
Greenwood Capital Associates
South Carolina
$304K -$211K 1 0.07% Reduced
1466
DA
Dillon & Associates
Michigan
$303K -$56.7K 1 0.09% Reduced
1467
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$303K $0 1 0.02% Maintained
1468
GTAM
Global Trust Asset Management
Florida
$302K +$228K 1 0.2% Increased
1469
PAS
Partnervest Advisory Services
California
$302K +$12.2K 1 0.11% Increased
1470
CMBA
C.M. Bidwell & Associates
Hawaii
$299K -$522K 4 0.3% Reduced
1471
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$298K +$22.2K 1 0.05% Increased
1472
LSCM
LaSalle Street Capital Management
Illinois
$298K $0 1 0.35% Maintained
1473
MSAM
Moloney Securities Asset Management
Missouri
$296K -$1.07M 1 0.1% Reduced
1474
RHDIC
R.H. Dinel Investment Counsel
California
$296K $0 1 0.28% Maintained
1475
TSS
Two Sigma Securities
New York
$296K -$696K 1 0% Reduced