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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
1576
ZIG
Zuckerman Investment Group
Illinois
$204K $0 1 0.05% Maintained
1577
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$203K +$10.3K 3 0.02% Increased
1578
BHWM
Bar Harbor Wealth Management
New Hampshire
$203K -$30.5K 1 0.02% Reduced
1579
DBRC
D.B. Root & Company
Pennsylvania
$203K +$200K 1 0.17% New
1580
RTS
Round Table Services
New Jersey
$203K +$195K 1 0.07% New
1581
AIM
Arcadia Investment Management
Michigan
$202K -$507K 2 0.06% Reduced
1582
Montag & Associates
Montag & Associates
Georgia
$201K +$197K 1 0.02% New
1583
MCM
Murphy Capital Management
New Jersey
$201K +$198K 1 0.03% New
1584
SWA
SFMG Wealth Advisors
Texas
$201K $0 1 0.03% Maintained
1585
ARMT
Amica Retiree Medical Trust
Rhode Island
$200K $0 1 0.15% Maintained
1586
VCM
Vigilant Capital Management
Maine
$200K +$197K 1 0.03% New
1587
EMG
ETF Managers Group
New Jersey
$198K +$26.6K 3 0.01% Increased
1588
IHT Wealth Management
IHT Wealth Management
Illinois
$192K +$5.32K 5 0.05% Increased
1589
AIA
Arcadia Investment Advisors
Idaho
$191K +$200K 1 0.16% New
1590
WAP
Wealthcare Advisory Partners
Pennsylvania
$188K +$4.14K 4 0.05% Increased
1591
CPA
Clear Perspective Advisors
Illinois
$187K $0 1 0.14% Maintained
1592
Perigon Wealth Management
Perigon Wealth Management
California
$187K -$840K 2 0.07% Reduced
1593
AWM
Avondale Wealth Management
Texas
$186K +$194K 2 0.16% New
1594
FAM
Fortaleza Asset Management
Illinois
$182K $0 1 1.14% Maintained
1595
CMBA
C.M. Bidwell & Associates
Hawaii
$181K -$427K 2 0.16% Reduced
1596
WIM
Westside Investment Management
California
$181K +$6.25K 5 0.1% Increased
1597
DSN
D. Scott Neal
Kentucky
$174K $0 2 0.1% Maintained
1598
RA
Rational Advisors
New York
$174K -$31.1K 1 0.09% Reduced
1599
CHP
Cable Hill Partners
Oregon
$171K -$1.12K 5 0.07% Reduced
1600
ADL
Asset Dedication LLC
California
$170K -$20.2K 2 0.07% Reduced