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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
FI
FormulaFolio Investments
Michigan
$201K $0 1 0.01% Maintained
1602
FMLI
Fukoku Mutual Life Insurance
Japan
$200K $0 1 0.03% Maintained
1603
TIA
Tiemann Investment Advisors
California
$200K -$20.2K 1 0.18% Reduced
1604
PCP
Proficio Capital Partners
Massachusetts
$197K -$10.2K 7 0.09% Reduced
1605
RIA
Regal Investment Advisors
Michigan
$195K +$208K 1 0.04% New
1606
SFSIG
San Francisco Sentry Investment Group
California
$194K +$2.7K 5 0.09% Increased
1607
BFA
Benedict Financial Advisors
Georgia
$190K -$13.3K 1 0.09% Reduced
1608
FPS
Fieldpoint Private Securities
Connecticut
$190K +$50.4K 3 0.08% Increased
1609
PG
Proffitt & Goodson
Tennessee
$189K $0 2 0.05% Maintained
1610
WF
WealthTrust Fairport
Ohio
$189K -$17.4K 2 0.02% Reduced
1611
ACM
Aviance Capital Management
Florida
$188K +$105K 1 0.03% Increased
1612
AWM
Avondale Wealth Management
Texas
$186K $0 1 0.15% Maintained
1613
Cohen & Steers
Cohen & Steers
New York
$185K $0 1 0% Maintained
1614
CCM
Community Capital Management
Florida
$183K +$192K 1 0.27% New
1615
RFA
Reilly Financial Advisors
California
$183K -$13.7K 4 0.03% Reduced
1616
SHJ
Sharkey, Howes & Javer
Colorado
$181K -$32.3K 2 0.12% Reduced
1617
NNP
Nachman Norwood & Parrott
South Carolina
$180K +$180K 1 0.04% New
1618
CQS
Credential Qtrade Securities
$178K -$41.5K 4 0.04% Reduced
1619
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$178K +$35.1K 7 0.09% Increased
1620
HDIM
Hanson & Doremus Investment Management
Vermont
$177K -$5.49K 4 0.06% Reduced
1621
IMC Chicago
IMC Chicago
Illinois
$175K +$184K 1 0% New
1622
SMG
Spectrum Management Group
Indiana
$175K $0 2 0.06% Maintained
1623
FBT
First Bank & Trust
South Dakota
$173K +$78.9K 2 0.15% Increased
1624
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$172K $0 1 0% Maintained
1625
SWA
Sutton Wealth Advisors
Florida
$172K -$11K 6 0.11% Reduced