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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
1676
TL
TrueWealth LLC
Georgia
$162K $0 4 0.08% Maintained
1677
PG
Proffitt & Goodson
Tennessee
$161K $0 2 0.04% Maintained
1678
LHC
Little House Capital
Massachusetts
$160K +$154K 3 0.12% New
1679
RIA
Regal Investment Advisors
Michigan
$160K -$34.2K 1 0.03% Reduced
1680
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$159K -$34.4K 6 0.01% Reduced
1681
AWM
Avondale Wealth Management
Texas
$157K $0 1 0.12% Maintained
1682
CCM
Concourse Capital Management
Georgia
$155K +$164K 1 0.16% New
1683
IDBONY
Israel Discount Bank of New York
New York
$155K $0 2 0.11% Maintained
1684
ZB
Zions Bancorporation
Utah
$154K -$26K 4 0.02% Reduced
1685
DBT
Dubuque Bank & Trust
Iowa
$151K $0 4 0.02% Maintained
1686
UFF
USA Financial Formulas
Michigan
$149K +$165K 1 0.09% New
1687
BCA
Berman Capital Advisors
Georgia
$147K +$27.4K 7 0.05% Increased
1688
TFGT
TS Financial Group (TSFG)
Illinois
$147K +$157K 4 0.13% New
1689
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$144K -$58.5K 2 0% Reduced
1690
PRC
Pearl River Capital
Michigan
$142K +$69.9K 1 0.35% Increased
1691
VCM
Versant Capital Management
Arizona
$140K +$31.4K 12 0.06% Increased
1692
CB
CNB Bank
Pennsylvania
$139K +$5.13K 4 0.07% Increased
1693
ONST
Old North State Trust
North Carolina
$130K +$28.7K 2 0.09% Increased
1694
JIP
JBJ Investment Partners
South Carolina
$129K +$122K 1 0.05% New
1695
RA
Rational Advisors
New York
$128K -$2.24M 1 0.03% Reduced
1696
FIA
FNY Investment Advisers
New York
$127K -$1.46M 2 0.04% Reduced
1697
OC
Oakworth Capital
Alabama
$125K +$513 4 0.03% Increased
1698
IOOF
Independent Order of Foresters
Ontario, Canada
$124K +$20.6K 1 0.12% Increased
1699
AIM
Advantage Investment Management
Iowa
$123K -$7.52K 5 0.1% Reduced
1700
ACM
Aviance Capital Management
Florida
$122K -$94.3K 1 0.02% Reduced