← 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
Sowell Financial Services
Sowell Financial Services
Arkansas
$228K +$243K 1 0.03% New
1552
RCC
Red Cedar Capital
Nebraska
$227K $0 3 0.22% Maintained
1553
CMBA
C.M. Bidwell & Associates
Hawaii
$226K +$229K 2 0.25% New
1554
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$226K -$58.9K 1 0% Reduced
1555
VAG
VisionPoint Advisory Group
Texas
$226K +$240K 1 0.07% New
1556
ACM
Argyle Capital Management
Pennsylvania
$225K $0 1 0.1% Maintained
1557
ACM
AUA Capital Management
Pennsylvania
$225K $0 2 0.21% Maintained
1558
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$225K -$466K 1 0.05% Reduced
1559
NFG
Nations Financial Group
Iowa
$224K -$104K 1 0.18% Reduced
1560
RHDIC
R.H. Dinel Investment Counsel
California
$224K +$247K 1 0.25% New
1561
SWMG
Strategic Wealth Management Group
Maryland
$224K +$217K 1 0.22% New
1562
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$222K +$246K 1 0.06% New
1563
WI
Wintrust Investments
Illinois
$222K -$1.72K 1 0.04% Reduced
1564
BAC
Boys Arnold & Co
North Carolina
$221K -$19.1K 1 0.04% Reduced
1565
CWM
Cornerstone Wealth Management
Missouri
$220K +$239K 1 0.05% New
1566
FFG
Frisch Financial Group
New York
$220K +$213K 1 0.15% New
1567
CAM
Cozad Asset Management
Illinois
$219K -$56.4K 1 0.08% Reduced
1568
ET
Equitable Trust
Tennessee
$219K +$212K 1 0.03% New
1569
JIC
Joel Isaacson & Co
New York
$218K +$232K 1 0.03% New
1570
SI
Shaker Investments
Ohio
$218K -$92.2K 1 0.19% Reduced
1571
Hills Bank & Trust
Hills Bank & Trust
Iowa
$217K -$13.4K 1 0.07% Reduced
1572
II
Ibex Investors
Colorado
$217K +$217K 1 0.04% New
1573
Krilogy Financial
Krilogy Financial
Missouri
$217K -$144K 1 0.06% Reduced
1574
MWM
MinichMacGregor Wealth Management
New York
$217K +$148K 1 0.15% Increased
1575
OC
Oarsman Capital
Wisconsin
$217K +$211K 1 0.11% New