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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
RTS
Round Table Services
New Jersey
$202K +$197K 1 0.06% New
1602
SIG
Sargent Investment Group
Maryland
$202K $0 1 0.09% Maintained
1603
SIG
Schaller Investment Group
North Carolina
$202K $0 1 0.17% Maintained
1604
BRM
Boston Research & Management
Massachusetts
$201K +$197K 1 0.08% New
1605
FA
FCG Advisors
New Jersey
$201K +$196K 1 0.06% New
1606
PIM
Parker Investment Management
California
$201K +$196K 1 0.06% New
1607
MFS
Madrona Financial Services
Washington
$200K +$195K 1 0.15% New
1608
MF
Madrona Funds
Washington
$200K +$195K 1 0.15% New
1609
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$200K -$9.06K 1 0.06% Reduced
1610
SMH
Sanders Morris Harris
Texas
$200K +$194K 1 0.05% New
1611
OFS
Orrstown Financial Services
Pennsylvania
$198K -$53.5K 3 0.27% Reduced
1612
PB
Pinnacle Bancorp
Nebraska
$197K +$5.87K 3 0.11% Increased
1613
SMG
Spectrum Management Group
Indiana
$193K $0 2 0.07% Maintained
1614
Walleye Trading
Walleye Trading
New York
$192K -$1.38M 2 0% Reduced
1615
ICM
III Capital Management
Florida
$191K +$186K 1 0.09% New
1616
HCA
Horan Capital Advisors
Ohio
$190K +$15.7K 2 0.12% Increased
1617
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$185K -$92.2K 3 0.01% Reduced
1618
SNS Financial Group
SNS Financial Group
Minnesota
$183K $0 1 0.03% Maintained
1619
RFA
Reilly Financial Advisors
California
$178K -$47K 4 0.02% Reduced
1620
CQS
Credential Qtrade Securities
$178K +$49.6K 3 0.03% Increased
1621
ZB
Zions Bancorporation
Utah
$175K +$55.6K 5 0.03% Increased
1622
SWA
Sutton Wealth Advisors
Florida
$174K +$9.49K 8 0.1% Increased
1623
CPA
Cowen Prime Advisors
New York
$172K -$17.5K 1 0.09% Reduced
1624
SBL
Sargent Bickham Lagudis
Colorado
$170K -$61.3K 3 0.02% Reduced
1625
RCA
Ranch Capital Advisors
Florida
$168K +$164K 1 0.18% New