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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
1476
NIM
Northeast Investment Management
Massachusetts
$277K +$14K 1 0.02% Increased
1477
PCM
Pointe Capital Management
Michigan
$277K $0 1 0.22% Maintained
1478
SIA
Starfire Investment Advisers
Michigan
$277K +$255K 1 0.22% New
1479
BWM
Buckley Wealth Management
Nevada
$276K +$271K 1 0.14% New
1480
CWM
Cornerstone Wealth Management
Missouri
$276K -$8.01K 1 0.05% Reduced
1481
WPA
West Paces Advisors
Georgia
$276K -$3.42K 2 0.2% Reduced
1482
AP
Appleton Partners
Massachusetts
$274K +$287K 1 0.04% New
1483
FPCP
Fort Point Capital Partners
California
$273K $0 1 0.13% Maintained
1484
SFP
Shepherd Financial Partners
Massachusetts
$272K +$286K 1 0.06% New
1485
CFA
Capstone Financial Advisors
Illinois
$271K -$80.6K 1 0.1% Reduced
1486
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$271K +$267K 1 0.02% New
1487
MJP
Michael J. Puzo
$269K $0 1 0.11% Maintained
1488
SC
Schulhoff & Co
Ohio
$269K $0 1 0.15% Maintained
1489
PVAM
Pacific View Asset Management
California
$268K +$257K 1 0.18% New
1490
PTC
Petrus Trust Company
Texas
$268K +$274K 1 0.07% New
1491
ACM
AUA Capital Management
Pennsylvania
$266K +$37.3K 2 0.24% Increased
1492
CPC
Congress Park Capital
New York
$266K +$261K 1 0.27% New
1493
WP
WealthSource Partners
California
$266K +$17.5K 1 0.08% Increased
1494
FC
Ferris Capital
Massachusetts
$265K +$7.85K 1 0.09% Increased
1495
KWMG
King Wealth Management Group
Florida
$265K $0 1 0.09% Maintained
1496
RIA
Regal Investment Advisors
Michigan
$265K +$39.5K 1 0.06% Increased
1497
AP
Atwood & Palmer
Missouri
$263K $0 2 0.04% Maintained
1498
SFSIG
San Francisco Sentry Investment Group
California
$263K +$71.3K 2 0.08% Increased
1499
SGA
Strategic Global Advisors
California
$263K $0 1 0.09% Maintained
1500
ATFA
All Terrain Financial Advisors
Minnesota
$262K +$274K 1 0.12% New