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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
1526
FWM
Focused Wealth Management
New York
$15.7M +$14.2K 5 1.37% Increased
1527
MSFS
Main Street Financial Solutions
Pennsylvania
$15.7M +$884K 3 1.01% Increased
1528
XWM
Xcel Wealth Management
Florida
$15.7M +$923K 3 3.75% Increased
1529
ICM
Irenic Capital Management
New York
$15.7M +$5.29M 1 0.75% Increased
1530
PR
Payden & Rygel
California
$15.6M +$560K 2 1.2% Increased
1531
NLP
Next Level Private
New York
$15.6M -$84.3K 3 3.06% Reduced
1532
EFIC
Eliot Finkel Investment Counsel
California
$15.6M $0 1 7.29% Maintained
1533
ACM
Alpha Capital Management
Texas
$15.6M -$721K 3 2.03% Reduced
1534
TCWA
Turtle Creek Wealth Advisors
Texas
$15.6M +$1.01M 4 0.82% Increased
1535
WLG
Williamson Legacy Group
Indiana
$15.6M +$2.2M 5 7.74% Increased
1536
LF
Longbow Finance
Switzerland
$15.6M -$485K 2 1.99% Reduced
1537
SLA
Silver Lake Advisory
Utah
$15.6M -$611K 4 5.56% Reduced
1538
TPCM
Two Point Capital Management
New York
$15.6M -$139K 1 6.27% Reduced
1539
MAM
Meeder Asset Management
Ohio
$15.5M -$16.3M 12 0.79% Reduced
1540
BIP Wealth
BIP Wealth
Georgia
$15.5M +$2.59M 7 0.44% Increased
1541
SVWAG
Sound View Wealth Advisors Group
Georgia
$15.5M -$1.74M 4 0.96% Reduced
1542
VWM
Venturi Wealth Management
Texas
$15.5M -$136K 6 0.6% Reduced
1543
HH
Hilltop Holdings
Texas
$15.5M +$821K 7 1.2% Increased
1544
Valmark Advisers
Valmark Advisers
Ohio
$15.5M +$1.5M 6 0.16% Increased
1545
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$15.4M +$980K 6 0.43% Increased
1546
AAIM
American Assets Investment Management
California
$15.4M $0 1 0.93% Maintained
1547
OMC
Overbrook Management Corp
New York
$15.4M -$1.9M 1 2.33% Reduced
1548
PCR
Potrero Capital Research
California
$15.4M -$10.4M 3 8.53% Reduced
1549
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$15.3M +$1.22M 5 0.54% Increased
1550
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15.3M +$39.1K 4 0.49% Increased