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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
1626
TWMP
Taylor Wealth Management Partners
Massachusetts
$8K $0 1 0% Maintained
1627
Acadian Asset Management
Acadian Asset Management
Massachusetts
$7K -$3.08M 1 0% Reduced
1628
SHJ
Sharkey, Howes & Javer
Colorado
$7K $0 1 0% Maintained
1629
GGPE
Golden Gate Private Equity
California
$6K +$5.48K 1 0% New
1630
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$6K $0 2 0% Maintained
1631
WWM
Willingdon Wealth Management
North Carolina
$6K +$6.23K 1 0% New
1632
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K +$5.19K 1 0% New
1633
FA
Fortis Advisors
Pennsylvania
$3K $0 1 0% Maintained
1634
ABFS
Appropriate Balance Financial Services
Washington
$2.22K -$12.1K 1 0.11% Reduced
1635
FCT
Family Capital Trust
Massachusetts
$2K +$1.73K 1 0% New
1636
RCG
Ruggie Capital Group
Florida
$2K $0 1 0% Maintained
1637
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$1K $0 1 0% Maintained
1638
IAS
INR Advisory Services
Pennsylvania
$1K -$10K 1 0% Reduced
1639
NR
Newfound Research
Massachusetts
$1K +$105 2 0% Increased
1640
AGA
Accuvest Global Advisors
Utah
$0 -$498K 0 – Closed
1641
AIM
Acrospire Investment Management
Illinois
$0 -$695K 0 – Closed
1642
ACP
Arcus Capital Partners
Georgia
$0 -$203K 0 – Closed
1643
AAM
Ardevora Asset Management
United Kingdom
$0 -$34.7M 0 – Closed
1644
AAM
Augustine Asset Management
Florida
$0 -$3.75M 0 – Closed
1645
BOTW
Bank of the West
California
$0 -$472K 0 – Closed
1646
BCM
Barometer Capital Management
Ontario, Canada
$0 -$17.6M 0 – Closed
1647
BRC
Bell Rock Capital
Delaware
$0 -$9K 0 – Closed
1648
BCM
Bluefin Capital Management
New York
$0 -$1.54M 0 – Closed
1649
BSAM
Blue Sky Asset Management
Colorado
$0 -$1.49M 0 – Closed
1650
BCAM
Boston Common Asset Management
Massachusetts
$0 -$372K 0 – Closed