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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
1501
TF
Tompkins Financial
New York
$10K $0 1 0% Maintained
1502
BWA
Burt Wealth Advisors
Maryland
$9K -$13.8K 2 0.01% Reduced
1503
NC
NewSquare Capital
Pennsylvania
$9K -$3.12K 1 0% Reduced
1504
WAS
Winch Advisory Services
Wisconsin
$9K -$1.58K 1 0.01% Reduced
1505
HI
Hudock Inc
Pennsylvania
$8K $0 3 0% Maintained
1506
TG
TLP Group
Illinois
$8K -$67.1K 1 0.01% Reduced
1507
AWM
AllSquare Wealth Management
New York
$7K $0 2 0.01% Maintained
1508
CFG
CKW Financial Group
Hawaii
$7K $0 1 0% Maintained
1509
MCA
Mercer Capital Advisers
New Jersey
$6K $0 1 0% Maintained
1510
PFSC
Peoples Financial Services Corp
Pennsylvania
$5K -$9.95K 1 0% Reduced
1511
TWMP
Taylor Wealth Management Partners
Massachusetts
$5K +$4.34K 1 0% New
1512
IndexIQ Advisors
IndexIQ Advisors
New York
$4K +$4.32K 1 0% New
1513
SHJ
Sharkey, Howes & Javer
Colorado
$4K $0 1 0% Maintained
1514
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$3K +$3.25K 1 0% New
1515
HFM
Hartford Financial Management
Connecticut
$3K +$3.41K 1 0% New
1516
CFA
Camarda Financial Advisors
Florida
$2K $0 1 0% Maintained
1517
MWM
Mascoma Wealth Management
New Hampshire
$2K +$1.97K 1 0% New
1518
IAS
INR Advisory Services
Pennsylvania
$1K $0 1 0% Maintained
1519
LF
Lee Financial
Texas
$1K +$591 1 0% New
1520
RCG
Ruggie Capital Group
Florida
$1K -$186K 1 0% Reduced
1521
TCM
TD Capital Management
Tennessee
$1K $0 1 0% Maintained
1522
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
1523
AFA
Abacus FCF Advisors
Florida
$0 -$26K 0 – Closed
1524
AP
Advisors Preferred
Maryland
$0 -$15K 0 – Closed
1525
AR
Advisory Research
Illinois
$0 -$549K 0 – Closed