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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
CWM
Cornerstone Wealth Management
Missouri
$224K -$38.7K 1 0.04% Reduced
1527
Diversified Trust
Diversified Trust
Tennessee
$224K +$30K 1 0.01% Increased
1528
RCM
RB Capital Management
Nevada
$224K -$14.9K 1 0.18% Reduced
1529
RIM
Redwood Investment Management
Arizona
$223K +$229K 1 0.07% New
1530
CFA
Capstone Financial Advisors
Illinois
$221K -$13.9K 1 0.07% Reduced
1531
CC
Courier Capital
New York
$220K +$82 1 0.03% Increased
1532
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$219K +$21.9K 3 0.02% Increased
1533
AFNAS
American Financial Network Advisory Services
California
$218K -$917K 1 0.11% Reduced
1534
DIS
Diversified Investment Strategies
Louisiana
$218K -$14.8K 1 0.21% Reduced
1535
OIWM
OptiFour Integrated Wealth Management
Virginia
$217K $0 1 0.18% Maintained
1536
SIM
SSI Investment Management
California
$217K -$213K 1 0.02% Reduced
1537
BCM
Bienville Capital Management
New York
$216K -$268K 1 0.03% Reduced
1538
CF
Centaurus Financial
California
$216K +$42.9K 1 0.05% Increased
1539
IAS
IMA Advisory Services
Colorado
$216K +$268K 1 0.1% New
1540
ODG
O'Dell Group
Ohio
$216K $0 1 0.16% Maintained
1541
SPC
Stewart & Patten Company
California
$216K $0 1 0.04% Maintained
1542
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$212K +$218K 1 0.02% New
1543
BWM
BigSur Wealth Management
Florida
$211K $0 1 0.15% Maintained
1544
TA
Townsend & Associates
Colorado
$211K +$1.31K 1 0.17% Increased
1545
CDH
Charles D. Hyman
$209K $0 1 0.02% Maintained
1546
WP
WealthSource Partners
California
$209K -$62K 1 0.06% Reduced
1547
CAW
Cornerstone Advisors (Washington)
Washington
$208K +$20.2K 6 0.14% Increased
1548
AG
Appleton Group
Wisconsin
$207K +$212K 1 0.24% New
1549
HMS
Hanseatic Management Services
New Mexico
$206K -$496K 1 0.2% Reduced
1550
BA
Bristlecone Advisors
Washington
$205K +$36.3K 1 0.07% Increased