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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
1601
TWMP
Taylor Wealth Management Partners
Massachusetts
$8K $0 1 0% Maintained
1602
FFW
Fusion Family Wealth
New York
$7K -$2K 1 0% Reduced
1603
IR
Invictus RG
Bermuda
$7K -$809K 1 0.01% Reduced
1604
SHJ
Sharkey, Howes & Javer
Colorado
$7K $0 1 0% Maintained
1605
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$6K -$13.3K 2 0% Reduced
1606
FA
Fortis Advisors
Pennsylvania
$4K +$2.97K 1 0% New
1607
ABFS
Appropriate Balance Financial Services
Washington
$2.19K +$63.7K 1 0.11% Increased
1608
AWM
AllSquare Wealth Management
New York
$2K -$7K 1 0% Reduced
1609
CFA
Camarda Financial Advisors
Florida
$2K $0 1 0% Maintained
1610
RCG
Ruggie Capital Group
Florida
$2K $0 1 0% Maintained
1611
VCM
Vigilant Capital Management
Maine
$2K +$2.23K 1 0% New
1612
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$1K $0 1 0% Maintained
1613
NR
Newfound Research
Massachusetts
$1K +$133 2 0% Increased
1614
3C
361 Capital
Colorado
$0 -$831K 0 – Closed
1615
APC
Alta Park Capital
California
$0 -$1.39M 0 – Closed
1616
AFIA
America First Investment Advisors
Nebraska
$0 -$20K 0 – Closed
1617
AIS
American Investment Services
Massachusetts
$0 -$213K 0 – Closed
1618
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$0 -$7.66M 0 – Closed
1619
ACS
Archford Capital Strategies
Illinois
$0 -$26K 0 – Closed
1620
Aspiriant LLC
Aspiriant LLC
California
$0 -$405K 0 – Closed
1621
AFP
Ausdal Financial Partners
Iowa
$0 -$245K 0 – Closed
1622
ACM
Avalon Capital Management
California
$0 -$1.06M 0 – Closed
1623
BO
Bach Option
Hong Kong
$0 -$512K 0 – Closed
1624
BIG
Bellwether Investment Group
Tennessee
$0 -$78K 0 – Closed
1625
BWM
BigSur Wealth Management
Florida
$0 -$204K 0 – Closed