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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
IOOF
Independent Order of Foresters
Ontario, Canada
$112K $0 1 0.1% Maintained
1627
CCM
Cribstone Capital Management
Maine
$110K +$28K 6 0.05% Increased
1628
IWP
Icon Wealth Partners
Texas
$110K -$138K 1 0.05% Reduced
1629
ZB
Zions Bancorporation
Utah
$109K -$71.5K 4 0.03% Reduced
1630
KA
Kaizen Advisory
Illinois
$107K $0 2 0.06% Maintained
1631
FC
Ferris Capital
Massachusetts
$104K -$900 3 0.04% Reduced
1632
OC
Oakworth Capital
Alabama
$102K -$245 3 0.02% Reduced
1633
BBA
Braun-Bostich & Associates
Pennsylvania
$99K +$3.12K 2 0.1% Increased
1634
SA
SRH Advisors
Kansas
$99K $0 1 0.34% Maintained
1635
ACM
Aviance Capital Management
Florida
$97K -$291K 1 0.01% Reduced
1636
MFBTD
MB Financial Bank - Trust Department
Illinois
$97K $0 2 0.01% Maintained
1637
CAL
Capital Advisors Ltd
Ohio
$96K $0 5 0.03% Maintained
1638
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$96K +$39.1K 1 0% Increased
1639
NEAM
New England Asset Management
Connecticut
$95K $0 1 0% Maintained
1640
SNT
Security National Trust
West Virginia
$93K -$12.3K 2 0.03% Reduced
1641
TVWM
Tower View Wealth Management
Wisconsin
$92K -$50.5K 2 0.08% Reduced
1642
CCM
Concourse Capital Management
Georgia
$90K $0 1 0.05% Maintained
1643
WAS
Winch Advisory Services
Wisconsin
$88K $0 2 0.04% Maintained
1644
MCA
Mercer Capital Advisers
New Jersey
$87K $0 3 0.06% Maintained
1645
MFW
Mosaic Family Wealth
Missouri
$86K +$5.49K 3 0.04% Increased
1646
SCM
Southport Capital Management
Tennessee
$86K +$94.2K 3 0.04% New
1647
SIS
Sound Income Strategies
Florida
$84K +$58.6K 4 0.04% Increased
1648
BDWM
Brewin Dolphin Wealth Management
Ireland
$81.4K +$13.9K 2 0.04% Increased
1649
KTC
Kistler-Tiffany Companies
Pennsylvania
$81K -$17.5K 3 0.03% Reduced
1650
ATC
Adirondack Trust Company
New York
$78K +$9.37K 3 0.05% Increased