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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
PGA
Premia Global Advisors
Florida
$129K $0 1 0.11% Maintained
1602
VCM
Versant Capital Management
Arizona
$122K -$19.1K 10 0.05% Reduced
1603
FPF
FNY Partners Fund
New York
$119K -$1.83M 2 0.06% Reduced
1604
IBOK
Independence Bank of Kentucky
Kentucky
$119K $0 1 0.1% Maintained
1605
IOOF
Independent Order of Foresters
Ontario, Canada
$118K -$3.13K 1 0.11% Reduced
1606
TVWM
Tower View Wealth Management
Wisconsin
$118K +$20.9K 2 0.12% Increased
1607
PGWM
Parisi Gray Wealth Management
New Jersey
$117K $0 1 0.09% Maintained
1608
SCM
Scopia Capital Management
New York
$114K +$101K 1 0% New
1609
AIM
Advantage Investment Management
Iowa
$113K +$26.9K 5 0.04% Increased
1610
CHP
Cable Hill Partners
Oregon
$113K -$51.7K 6 0.05% Reduced
1611
Destination Wealth Management
Destination Wealth Management
California
$113K +$137K 2 0.01% New
1612
WB
Webster Bank
Connecticut
$113K -$20K 3 0.02% Reduced
1613
KTC
Kistler-Tiffany Companies
Pennsylvania
$112K -$12.3K 2 0.05% Reduced
1614
AIP
Almanack Investment Partners
Pennsylvania
$111K +$114K 1 0.04% New
1615
CB
Community Bank
New York
$110K $0 2 0.02% Maintained
1616
IWP
Icon Wealth Partners
Texas
$110K -$109K 1 0.06% Reduced
1617
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$109K +$9.9K 4 0.05% Increased
1618
MIM
Macroview Investment Management
Maryland
$108K +$134K 3 0.39% New
1619
WA
WealthTrust-Arizona
Arizona
$108K +$36.3K 3 0.06% Increased
1620
AWM
Aevitas Wealth Management
Massachusetts
$107K -$6.63K 3 0.11% Reduced
1621
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$107K +$110K 1 0.01% New
1622
NL
NVWM LLC
Pennsylvania
$107K +$1.98K 1 0.08% Increased
1623
LWM
Lenox Wealth Management
Ohio
$105K $0 1 0.03% Maintained
1624
SCM
Silvant Capital Management
Georgia
$105K +$108K 1 0.01% New
1625
SNT
Security National Trust
West Virginia
$101K $0 2 0.03% Maintained