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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
GLI
Guardian Life Insurance
New York
$89K -$63.9K 2 0.01% Reduced
1502
MFBTD
MB Financial Bank - Trust Department
Illinois
$87K -$8.16K 2 0.01% Reduced
1503
KTC
Kistler-Tiffany Companies
Pennsylvania
$85K +$76 2 0.04% Increased
1504
EP
Edinburgh Partners
United Kingdom
$78K $0 1 0.02% Maintained
1505
BAM
Bruderman Asset Management
New York
$76K +$73.4K 3 0.02% New
1506
WAS
Winch Advisory Services
Wisconsin
$76K +$56.5K 1 0.05% Increased
1507
CIA
Cascade Investment Advisors
Oregon
$74.8K -$15K 1 0.06% Reduced
1508
CB
Community Bank
New York
$74K $0 1 0.01% Maintained
1509
CCS
Crosspoint Capital Strategies
California
$72K -$66K 1 0.06% Reduced
1510
TFO
Tarbox Family Office
California
$72K +$16.4K 3 0.04% Increased
1511
SIAS
Shine Investment Advisory Services
Colorado
$71K +$71.7K 2 0.04% New
1512
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70K -$1.91K 1 0.06% Reduced
1513
OFW
Omnia Family Wealth
Florida
$70K -$118K 5 0.03% Reduced
1514
ATC
Adirondack Trust Company
New York
$69K -$2K 1 0.06% Reduced
1515
UWPG
Ullmann Wealth Partners Group
Florida
$63K -$24.8K 1 0.05% Reduced
1516
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$62K -$2.27M 1 0% Reduced
1517
ARMC
American Research & Management Company
Massachusetts
$61K +$8.26K 1 0.02% Increased
1518
CCM
Concourse Capital Management
Georgia
$60K $0 1 0.03% Maintained
1519
DOA
D'Orazio & Associates
Virginia
$58K +$31.5K 2 0.02% Increased
1520
RWG
Regal Wealth Group
California
$57K -$4.29K 1 0.04% Reduced
1521
BWM
Baystate Wealth Management
Massachusetts
$56K -$109K 3 0.01% Reduced
1522
OC
Oakworth Capital
Alabama
$56K +$2.29K 2 0.02% Increased
1523
KAS
Kemnay Advisory Services
New York
$54K $0 1 0.03% Maintained
1524
TCCM
Timber Creek Capital Management
Massachusetts
$54K $0 2 0.04% Maintained
1525
CFD
Creative Financial Designs
Indiana
$53K -$9.4K 2 0.03% Reduced