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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
FAM
Fortaleza Asset Management
Illinois
$130K -$56K 1 1.05% Reduced
1627
CS
Credential Securities
$129K +$42.4K 2 0.03% Increased
1628
KCPG
Kavar Capital Partners Group
Kansas
$129K $0 1 0.06% Maintained
1629
SA
SRH Advisors
Kansas
$129K $0 1 0.48% Maintained
1630
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$129K +$11.2K 5 0.06% Increased
1631
RA
Rational Advisors
New York
$127K -$58.1K 1 0.06% Reduced
1632
IOOF
Independent Order of Foresters
Ontario, Canada
$122K $0 1 0.17% Maintained
1633
CMBA
C.M. Bidwell & Associates
Hawaii
$116K -$153K 1 0.11% Reduced
1634
FL
Fort LP
Maryland
$116K +$120K 1 0.03% New
1635
FC
Ferris Capital
Massachusetts
$115K -$134K 3 0.05% Reduced
1636
SAS
Stelac Advisory Services
New York
$114K +$102K 1 0.03% New
1637
WAS
Winch Advisory Services
Wisconsin
$114K -$6.62K 3 0.06% Reduced
1638
IBOK
Independence Bank of Kentucky
Kentucky
$113K +$1.77K 2 0.09% Increased
1639
KBFS
Kohmann Bosshard Financial Services
Ohio
$113K +$117K 1 0.06% New
1640
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$113K -$73.2K 1 0.08% Reduced
1641
WB
Webster Bank
Connecticut
$109K $0 3 0.02% Maintained
1642
FANJ
Financial Architects (New Jersey)
New Jersey
$107K -$34K 8 0.02% Reduced
1643
TFS
TrustCore Financial Services
Tennessee
$106K +$7.32K 5 0.04% Increased
1644
FBT
First Bank & Trust
South Dakota
$105K +$109K 1 0.08% New
1645
GLI
Guardian Life Insurance
New York
$105K +$17.4K 2 0.02% Increased
1646
OC
Oakworth Capital
Alabama
$105K +$15.6K 3 0.02% Increased
1647
CB
Community Bank
New York
$102K -$1.31K 2 0.02% Reduced
1648
FRA
Front Row Advisors
California
$102K +$2.65K 6 0.07% Increased
1649
LA
Legacy Advisors
Pennsylvania
$102K +$74.9K 2 0.08% Increased
1650
SCM
Silvant Capital Management
Georgia
$99K $0 1 0.01% Maintained