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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
1551
CCM
Cribstone Capital Management
Maine
$33K +$2.45K 3 0.02% Increased
1552
SAM
Shamrock Asset Management
Texas
$33K +$17.5K 2 0.02% Increased
1553
Country Trust Bank
Country Trust Bank
Illinois
$32K $0 1 0% Maintained
1554
FFC
First Financial Corp
Indiana
$31K $0 1 0.02% Maintained
1555
WOC
West Oak Capital
California
$30.6K $0 1 0.02% Maintained
1556
AIS
Accurate Investment Solutions
Pennsylvania
$28K -$1.83K 2 0.02% Reduced
1557
RBC
Roble Belko & Company
Pennsylvania
$28K -$7.62K 2 0.01% Reduced
1558
MMG
Monetary Management Group
Missouri
$27K $0 1 0.01% Maintained
1559
MC
Muhlenkamp & Co
Pennsylvania
$27K +$24.8K 1 0.01% New
1560
ANBT
American National Bank & Trust
Texas
$26K -$838 2 0.01% Reduced
1561
LWA
Lowe Wealth Advisors
Maryland
$26K -$6.6K 1 0.02% Reduced
1562
NCM
New Capital Management
Texas
$26K $0 1 0.05% Maintained
1563
EAM
Exane Asset Management
France
$25.7K +$26K 1 0.01% New
1564
AC
Alexandria Capital
Virginia
$25K $0 1 0.01% Maintained
1565
CHC
City Holding Co
West Virginia
$25K $0 1 0.01% Maintained
1566
SFG
SevenBridge Financial Group
Pennsylvania
$25K $0 1 0.02% Maintained
1567
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$7.95K 2 0.02% Increased
1568
PRS
Pinkerton Retirement Specialists
Idaho
$23K $0 1 0.01% Maintained
1569
JWA
JFS Wealth Advisors
Pennsylvania
$22K $0 2 0.01% Maintained
1570
DA
DSC Advisors
Illinois
$19K +$17.5K 1 0.01% New
1571
HFM
Hartford Financial Management
Connecticut
$19K +$734 2 0.01% Increased
1572
BAM
Barrett Asset Management
New York
$18K +$16.5K 1 0% New
1573
BCM
Blume Capital Management
California
$18K -$8.91K 1 0.01% Reduced
1574
JFA
JNBA Financial Advisors
Minnesota
$18K $0 1 0% Maintained
1575
NIC
Northwest Investment Counselors
Oregon
$18K +$16.5K 1 0.01% New