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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
SAM
Silphium Asset Management
United Kingdom
$171K +$152K 1 0.05% New
1602
Washington Trust
Washington Trust
Rhode Island
$170K +$167K 4 0.01% New
1603
ADL
Asset Dedication LLC
California
$165K +$3.96K 2 0.06% Increased
1604
RFA
Reilly Financial Advisors
California
$161K -$59.8K 4 0.02% Reduced
1605
SFM
Signet Financial Management
New Jersey
$161K +$120K 4 0.03% Increased
1606
AIM
Arcadia Investment Management
Michigan
$157K +$18.2K 2 0.04% Increased
1607
WIM
Westside Investment Management
California
$155K -$10.9K 6 0.05% Reduced
1608
ARMT
Amica Retiree Medical Trust
Rhode Island
$153K $0 1 0.13% Maintained
1609
NL
NVWM LLC
Pennsylvania
$151K +$6.25K 2 0.11% Increased
1610
SBL
Sargent Bickham Lagudis
Colorado
$151K +$305 3 0.02% Increased
1611
EWM
Elite Wealth Management
Washington
$150K -$836K 1 0.05% Reduced
1612
WA
WealthTrust-Arizona
Arizona
$150K +$14.8K 4 0.08% Increased
1613
LWM
Lenox Wealth Management
Ohio
$147K +$12.6K 2 0.05% Increased
1614
TG
TLP Group
Illinois
$146K -$537K 3 0.22% Reduced
1615
BCP
Blackhawk Capital Partners
Wisconsin
$144K +$10.5K 2 0.16% Increased
1616
TVWM
Tower View Wealth Management
Wisconsin
$140K +$9.67K 2 0.13% Increased
1617
PFA
Pathway Financial Advisors
Vermont
$138K $0 4 0.08% Maintained
1618
ANRIA
American National Registered Investment Advisor
Texas
$137K $0 1 0.07% Maintained
1619
BCA
Bay Colony Advisors
Massachusetts
$137K +$140K 4 0.1% New
1620
SCM
Scopia Capital Management
New York
$137K $0 1 0% Maintained
1621
GFP
Gryphon Financial Partners
Ohio
$135K +$45.9K 5 0.06% Increased
1622
MNBTD
Moody National Bank Trust Division
Texas
$135K $0 1 0.01% Maintained
1623
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$134K -$20.5K 5 0.01% Reduced
1624
TDC
Thompson Davis & Co
Virginia
$134K -$133K 2 0.32% Reduced
1625
VCM
Versant Capital Management
Arizona
$132K +$4.39K 11 0.06% Increased