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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
AFNAS
American Financial Network Advisory Services
California
$260K +$252K 1 0.18% New
1502
SBL
Sargent Bickham Lagudis
Colorado
$260K +$116K 3 0.03% Increased
1503
TPWA
TRUE Private Wealth Advisors
Oregon
$259K -$1.88M 1 0.05% Reduced
1504
ACM
Alpha Capital Management
Texas
$258K +$250K 1 0.12% New
1505
Merit Financial Group
Merit Financial Group
Georgia
$258K +$3.87K 1 0.04% Increased
1506
CA
Capital Advantage
California
$257K -$16.5K 1 0.1% Reduced
1507
LIM
Leavell Investment Management
Alabama
$255K $0 1 0.03% Maintained
1508
Cresset Asset Management
Cresset Asset Management
Illinois
$254K +$277K 9 0.02% New
1509
SNS Financial Group
SNS Financial Group
Minnesota
$253K $0 1 0.06% Maintained
1510
AWC
Abundance Wealth Counselors
Pennsylvania
$252K +$278K 1 0.09% New
1511
GJIC
Gamble Jones Investment Counsel
California
$251K -$223K 1 0.03% Reduced
1512
PIM
Parker Investment Management
California
$251K +$244K 1 0.09% New
1513
WA
WESPAC Advisors
California
$251K $0 1 0.24% Maintained
1514
FEM
Fulcrum Equity Management
Texas
$250K +$272K 1 0.09% New
1515
SCA
Sippican Capital Advisors
Massachusetts
$250K +$5.61K 1 0.34% Increased
1516
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$248K +$240K 1 0.04% New
1517
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$248K $0 1 0.02% Maintained
1518
LC
Lindbrook Capital
California
$246K +$256K 6 0.12% New
1519
MRCM
M&R Capital Management
New Jersey
$246K $0 3 0.06% Maintained
1520
NFG
Nadler Financial Group
Illinois
$246K +$238K 1 0.08% New
1521
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$246K -$7.21M 1 0% Reduced
1522
RIG
Roosevelt Investment Group
New York
$246K $0 1 0.03% Maintained
1523
FAN
Financial Advisors Network
California
$245K +$267K 1 0.15% New
1524
QCMC
Quantum Capital Management (California)
California
$245K -$3.5M 1 0.14% Reduced
1525
CPP
Crow Point Partners
Massachusetts
$244K -$36.3K 1 0.05% Reduced