← All themes

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
Belpointe Asset Management
Belpointe Asset Management
Nevada
$204K -$301K 1 0.06% Reduced
1552
RFA
Reilly Financial Advisors
California
$204K -$25.1K 3 0.03% Reduced
1553
SNS Financial Group
SNS Financial Group
Minnesota
$204K $0 1 0.06% Maintained
1554
MCM
Murphy Capital Management
New Jersey
$203K $0 1 0.03% Maintained
1555
RG
Rikoon Group
New Mexico
$203K +$7.26K 1 0.08% Increased
1556
IWA
Inspirion Wealth Advisors
Illinois
$202K $0 1 0.1% Maintained
1557
OCM
Oakwood Capital Management
California
$202K $0 1 0.09% Maintained
1558
Becker Capital Management
Becker Capital Management
Oregon
$201K +$218K 1 0.01% New
1559
BW
Bison Wealth
Georgia
$201K -$15.9K 1 0.15% Reduced
1560
CPH
C Partners Holding
Switzerland
$200K -$58.8K 1 0.08% Reduced
1561
LCC
Lincoln Capital Corp
Rhode Island
$200K -$205K 1 0.19% Reduced
1562
SGCA
Steel Grove Capital Advisors
Tennessee
$200K $0 1 0.03% Maintained
1563
CPA
Clear Perspective Advisors
Illinois
$199K +$12.9K 2 0.15% Increased
1564
WAP
Wealthcare Advisory Partners
Pennsylvania
$198K +$30.2K 3 0.04% Increased
1565
DBT
Dubuque Bank & Trust
Iowa
$197K -$181K 4 0.03% Reduced
1566
RA
Rational Advisors
New York
$197K +$21.1K 1 0.09% Increased
1567
HDIM
Hanson & Doremus Investment Management
Vermont
$195K +$50.1K 3 0.06% Increased
1568
EMG
ETF Managers Group
New Jersey
$194K +$27.5K 3 0.01% Increased
1569
FMLI
Fukoku Mutual Life Insurance
Japan
$186K $0 1 0.03% Maintained
1570
MUS
Mitsubishi UFJ Securities
Japan
$186K -$330K 1 0.71% Reduced
1571
TIS
Tortoise Index Solutions
Kansas
$184K +$95.4K 1 0.17% Increased
1572
ANRIA
American National Registered Investment Advisor
Texas
$183K -$20.1K 1 0.09% Reduced
1573
MNBTD
Moody National Bank Trust Division
Texas
$180K -$20.1K 1 0.01% Reduced
1574
EVC
Eidelman Virant Capital
Missouri
$177K -$96.6K 1 0.12% Reduced
1575
FAM
Fortaleza Asset Management
Illinois
$175K $0 1 1.06% Maintained