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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
DIS
Diversified Investment Strategies
Louisiana
$262K $0 1 0.24% Maintained
1502
CPIA
Cornell Pochily Investment Advisors
New York
$260K +$257K 1 0.17% New
1503
VAM
Verity Asset Management
North Carolina
$260K +$4.88K 1 0.2% Increased
1504
BRF
B. Riley Financial
California
$259K +$1.01K 1 0.07% Increased
1505
CPA
Cowen Prime Advisors
New York
$259K +$217K 1 0.13% Increased
1506
KWA
KCS Wealth Advisory
California
$259K +$249K 1 0.25% New
1507
Evergreen Capital Management
Evergreen Capital Management
Washington
$258K +$271K 1 0.03% New
1508
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$257K -$218K 1 0.1% Reduced
1509
ACM
Alpha Capital Management
Texas
$256K +$38.2K 1 0.12% Increased
1510
BAC
Boys Arnold & Co
North Carolina
$256K +$1.55K 1 0.04% Increased
1511
ODG
O'Dell Group
Ohio
$253K $0 1 0.18% Maintained
1512
PCP
Proficio Capital Partners
Massachusetts
$253K +$5.57K 6 0.08% Increased
1513
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$252K $0 1 0.02% Maintained
1514
Fenimore Asset Management
Fenimore Asset Management
New York
$252K +$2.56K 1 0.01% Increased
1515
Miracle Mile Advisors
Miracle Mile Advisors
California
$252K +$31K 1 0.04% Increased
1516
RFA
Reilly Financial Advisors
California
$249K -$26.5K 4 0.04% Reduced
1517
KLWA
Kelly Lawrence W & Associates
California
$247K $0 1 0.05% Maintained
1518
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$245K +$223K 1 0.25% New
1519
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$244K $0 1 0.01% Maintained
1520
RG
Rikoon Group
New Mexico
$244K +$27.7K 1 0.1% Increased
1521
SPC
Stewart & Patten Company
California
$243K -$25.7K 1 0.04% Reduced
1522
CWS
Cypress Wealth Services
California
$242K +$254K 1 0.1% New
1523
GAG
GM Advisory Group
New York
$240K $0 1 0.07% Maintained
1524
SBIA
Sheaff Brock Investment Advisors
Indiana
$240K -$42.4K 1 0.03% Reduced
1525
SNS Financial Group
SNS Financial Group
Minnesota
$239K +$1.63K 1 0.06% Increased