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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
1701
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$108K -$368K 1 0.01% Reduced
1702
WVP
Worth Venture Partners
New Jersey
$107K -$1.35M 1 0.06% Reduced
1703
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$105K +$107K 2 0.04% New
1704
KPCM
Kings Point Capital Management
New York
$102K +$23.9K 4 0.02% Increased
1705
APC
Aspire Private Capital
North Carolina
$100K +$12.7K 1 0.05% Increased
1706
FA
Fortis Advisors
Pennsylvania
$100K +$36.1K 2 0.05% Increased
1707
W
WealthStone
Ohio
$96.2K +$93.5K 2 0.04% New
1708
DOA
D'Orazio & Associates
Virginia
$96K $0 2 0.03% Maintained
1709
SA
SRH Advisors
Kansas
$96K $0 2 0.33% Maintained
1710
EIP
Ellis Investment Partners
Pennsylvania
$95K +$94.3K 3 0.04% New
1711
AIA
Arcadia Investment Advisors
Idaho
$93.9K $0 1 0.06% Maintained
1712
BFC
Bedel Financial Consulting
Indiana
$93K +$19.8K 2 0.06% Increased
1713
SFG
SevenBridge Financial Group
Pennsylvania
$90K +$18.9K 4 0.03% Increased
1714
CAL
Capital Advisors Ltd
Ohio
$88K +$1.62K 4 0.02% Increased
1715
PMFA
Plante Moran Financial Advisors
Michigan
$86K -$112K 2 0.03% Reduced
1716
SIAS
Shine Investment Advisory Services
Colorado
$86K $0 4 0.04% Maintained
1717
WAS
Winch Advisory Services
Wisconsin
$85K -$137K 4 0.04% Reduced
1718
GWMIA
Global Wealth Management Investment Advisory
Florida
$82K +$3.94K 3 0.04% Increased
1719
AIM
Arcadia Investment Management
Michigan
$81K +$81.8K 2 0.02% New
1720
RWG
Regal Wealth Group
California
$80K +$46.7K 1 0.06% Increased
1721
AIS
Accurate Investment Solutions
Pennsylvania
$79K +$2.34K 3 0.06% Increased
1722
CHC
City Holding Co
West Virginia
$77K +$42.5K 3 0.02% Increased
1723
BDWM
Brewin Dolphin Wealth Management
Ireland
$76K $0 2 0.04% Maintained
1724
JWM
Janiczek Wealth Management
Colorado
$75K +$16.6K 2 0.04% Increased
1725
HI
Human Investing
Oregon
$74K +$467 1 0.03% Increased