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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
TIA
Tiemann Investment Advisors
California
$272K $0 1 0.21% Maintained
1477
IC
InterOcean Capital
Illinois
$271K -$15.5K 1 0.03% Reduced
1478
FTI
Fiduciary Trust International
Massachusetts
$270K $0 1 0.08% Maintained
1479
CQS
Credential Qtrade Securities
$269K +$257K 2 0.05% New
1480
EMG
ETF Managers Group
New Jersey
$268K +$70.2K 3 0.01% Increased
1481
MAM
Mark Asset Management
New York
$265K +$312K 1 0.06% New
1482
SC
Schulhoff & Co
Ohio
$265K $0 1 0.15% Maintained
1483
SCA
Sippican Capital Advisors
Massachusetts
$265K -$49.1K 1 0.31% Reduced
1484
NFG
Nations Financial Group
Iowa
$263K +$6.25K 1 0.19% Increased
1485
NIM
NuWave Investment Management
New Jersey
$261K +$245K 1 0.39% Increased
1486
Allworth Financial
Allworth Financial
California
$259K -$48.1K 3 0.01% Reduced
1487
Avantax Planning Partners
Avantax Planning Partners
Iowa
$257K +$272K 8 0.02% New
1488
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$254K +$10.9K 1 0.09% Increased
1489
AP
Appleton Partners
Massachusetts
$252K +$6.25K 1 0.03% Increased
1490
BFA
Benedict Financial Advisors
Georgia
$252K $0 1 0.11% Maintained
1491
KA
KLCM Advisors
Wisconsin
$252K $0 1 0.06% Maintained
1492
Miracle Mile Advisors
Miracle Mile Advisors
California
$252K $0 1 0.02% Maintained
1493
SAM
Smithbridge Asset Management
Pennsylvania
$250K $0 1 0.15% Maintained
1494
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$249K +$229K 1 0.02% New
1495
GA
GFS Advisors
Texas
$249K -$195K 1 0.06% Reduced
1496
SouthState Corp
SouthState Corp
Florida
$246K $0 1 0.03% Maintained
1497
Diversified Trust
Diversified Trust
Tennessee
$245K $0 1 0.01% Maintained
1498
HFS
Haverford Financial Services
Pennsylvania
$245K +$2.94K 1 0.09% Increased
1499
HFBOT
Home Federal Bank of Tennessee
Tennessee
$244K $0 1 0.11% Maintained
1500
MCM
McKinley Capital Management
Alaska
$240K -$197K 2 0.02% Reduced