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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
H
Hexavest
Quebec, Canada
$168K $0 2 0% Maintained
1602
IAM
Integre Asset Management
New York
$166K +$168K 1 0.1% New
1603
SWA
Sutton Wealth Advisors
Florida
$165K -$5.36K 5 0.12% Reduced
1604
SBL
Sargent Bickham Lagudis
Colorado
$163K $0 4 0.02% Maintained
1605
BCP
Blackhawk Capital Partners
Wisconsin
$156K +$155K 2 0.13% New
1606
SLF
Sun Life Financial
Ontario, Canada
$156K -$28.9K 2 0.02% Reduced
1607
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$155K -$31.1K 6 0.01% Reduced
1608
Global Retirement Partners
Global Retirement Partners
California
$155K +$29.3K 6 0.04% Increased
1609
PFA
Pathway Financial Advisors
Vermont
$154K +$149K 4 0.09% New
1610
HDIM
Hanson & Doremus Investment Management
Vermont
$151K $0 3 0.05% Maintained
1611
VCM
Versant Capital Management
Arizona
$147K +$19.8K 10 0.06% Increased
1612
PGA
Premia Global Advisors
Florida
$146K +$140K 1 0.14% New
1613
Cohen & Steers
Cohen & Steers
New York
$142K $0 1 0% Maintained
1614
PGWM
Parisi Gray Wealth Management
New Jersey
$140K +$142K 1 0.1% New
1615
WB
Webster Bank
Connecticut
$138K +$20.6K 4 0.02% Increased
1616
IOOF
Independent Order of Foresters
Ontario, Canada
$137K -$55.3K 1 0.12% Reduced
1617
GLI
Guardian Life Insurance
New York
$133K +$51.5K 2 0.03% Increased
1618
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$132K +$22.8K 1 0.01% Increased
1619
NL
NVWM LLC
Pennsylvania
$130K +$136K 1 0.1% New
1620
AWM
Aevitas Wealth Management
Massachusetts
$127K +$130K 3 0.12% New
1621
KTC
Kistler-Tiffany Companies
Pennsylvania
$127K +$9.87K 2 0.05% Increased
1622
LWM
Lenox Wealth Management
Ohio
$123K $0 1 0.04% Maintained
1623
GWS
Glassman Wealth Services
Virginia
$122K +$17.7K 5 0.07% Increased
1624
IBOK
Independence Bank of Kentucky
Kentucky
$118K +$116K 1 0.1% New
1625
PWPS
Pinnacle Wealth Planning Services
Ohio
$118K +$112K 1 0.24% New