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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
AssetMark Inc
AssetMark Inc
California
$212K -$10.6K 6 0% Reduced
1627
BBP
Banco BTG Pactual
Brazil
$212K +$222K 1 0.09% New
1628
Financial Engines Advisors
Financial Engines Advisors
California
$212K -$44.4K 1 0% Reduced
1629
WAP
Wealthcare Advisory Partners
Pennsylvania
$212K +$31.5K 4 0.03% Increased
1630
Choreo LLC
Choreo LLC
Illinois
$211K +$220K 1 0.02% New
1631
PIMG
Patriot Investment Management Group
Tennessee
$211K +$221K 1 0.03% New
1632
1WA
180 Wealth Advisors
Washington
$210K -$89.8K 1 0.09% Reduced
1633
FFG
Fortem Financial Group
California
$210K +$204K 1 0.21% New
1634
IIC
Ironwood Investment Counsel
Arizona
$210K +$204K 1 0.08% New
1635
SIG
Sargent Investment Group
Maryland
$210K +$200K 1 0.1% New
1636
GAM
GQ Asset Management
New York
$209K $0 1 0.12% Maintained
1637
SCA
Sippican Capital Advisors
Massachusetts
$209K -$70.4K 1 0.25% Reduced
1638
TCM
Traynor Capital Management
Pennsylvania
$209K +$216K 1 0.07% New
1639
WDL
Well Done LLC
Michigan
$208K +$202K 1 0.05% New
1640
FFA
First Foundation Advisors
California
$206K +$215K 1 0.01% New
1641
SIM
SSI Investment Management
California
$206K -$809 1 0.02% Reduced
1642
HPWM
Highland Private Wealth Management
Washington
$205K -$26.4K 1 0.06% Reduced
1643
FCA
FinTrust Capital Advisors
South Carolina
$203K -$8.04K 5 0.08% Reduced
1644
PAA
Peregrine Asset Advisers
Oregon
$203K -$11.7K 1 0.11% Reduced
1645
ACG
Allen Capital Group
Nebraska
$202K +$197K 1 0.07% New
1646
RGIA
Rainier Group Investment Advisory
Washington
$202K $0 1 0.09% Maintained
1647
SIG
Schaller Investment Group
North Carolina
$202K +$197K 1 0.16% New
1648
ES
Equitec Specialists
Illinois
$201K +$210K 1 0.05% New
1649
SAM
SP Asset Management
California
$201K $0 1 0.05% Maintained
1650
SMFS
Squar Milner Financial Services
California
$197K +$163K 4 0.13% Increased