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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
WCM
WealthBridge Capital Management
Ohio
$215K -$7.48K 7 0.14% Reduced
1627
CIAS
Capital Investment Advisory Services
North Carolina
$214K +$111K 3 0.08% Increased
1628
PPSG
Princeton Portfolio Strategies Group
New Jersey
$214K -$324K 1 0.06% Reduced
1629
DIM
DC Investments Management
Virginia
$213K -$703K 1 0.13% Reduced
1630
BWM
BigSur Wealth Management
Florida
$212K +$201K 1 0.14% New
1631
FPS
Fieldpoint Private Securities
Connecticut
$212K $0 3 0.09% Maintained
1632
SNS Financial Group
SNS Financial Group
Minnesota
$212K $0 1 0.05% Maintained
1633
Financial Engines Advisors
Financial Engines Advisors
California
$211K +$211K 1 0% New
1634
PIM
Parker Investment Management
California
$211K -$602 1 0.07% Reduced
1635
Loews Corp
Loews Corp
New York
$210K +$199K 1 0% New
1636
RIG
Roosevelt Investment Group
New York
$210K -$74.7K 1 0.03% Reduced
1637
AG
Appleton Group
Wisconsin
$209K +$197K 1 0.2% New
1638
GAM
GQ Asset Management
New York
$209K +$198K 1 0.13% New
1639
JIC
Joel Isaacson & Co
New York
$208K -$40K 1 0.03% Reduced
1640
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$208K +$7.74K 1 0.07% Increased
1641
NNP
Nachman Norwood & Parrott
South Carolina
$207K $0 1 0.04% Maintained
1642
NFG
Nadler Financial Group
Illinois
$207K $0 1 0.07% Maintained
1643
RCM
RB Capital Management
Nevada
$207K +$196K 1 0.17% New
1644
SW
SlateStone Wealth
Florida
$207K +$196K 1 0.06% New
1645
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$206K $0 1 0% Maintained
1646
MCM
Murphy Capital Management
New Jersey
$205K +$194K 1 0.03% New
1647
YWP
YorkBridge Wealth Partners
New York
$205K -$236K 4 0.09% Reduced
1648
FC
Fairpointe Capital
Illinois
$204K +$189K 1 0.01% New
1649
Gofen & Glossberg
Gofen & Glossberg
Illinois
$204K $0 1 0.01% Maintained
1650
BFG
Barber Financial Group
Kansas
$203K +$30.1K 1 0.04% Increased