← All themes

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
1726
WC
Weil Company
California
$262K -$36.5K 1 0.2% Reduced
1727
ESB
Essex Savings Bank
Connecticut
$261K -$55K 1 0.13% Reduced
1728
MLFP
MPS Loria Financial Planners
Illinois
$261K -$27.8K 1 0.15% Reduced
1729
Coatue Management
Coatue Management
New York
$258K +$259K 1 0% New
1730
OIWM
OptiFour Integrated Wealth Management
Virginia
$258K $0 1 0.18% Maintained
1731
CHP
Cable Hill Partners
Oregon
$257K -$6.21K 1 0.08% Reduced
1732
WB
West Bancorporation
Iowa
$257K +$241K 1 0.26% New
1733
WI
Wintrust Investments
Illinois
$257K -$225K 1 0.04% Reduced
1734
ACM
Argyle Capital Management
Pennsylvania
$256K $0 1 0.09% Maintained
1735
CWM
Concentrum Wealth Management
California
$256K +$199K 1 0.29% New
1736
PAM
Palisade Asset Management
Minnesota
$256K -$37.2K 1 0.04% Reduced
1737
CA
Claro Advisors
Massachusetts
$255K +$198K 1 0.2% New
1738
SIC
Shoker Investment Counsel
Ohio
$255K -$5.15K 1 0.17% Reduced
1739
BSAM
Blue Sky Asset Management
Colorado
$254K +$238K 1 0.07% New
1740
WB
Webster Bank
Connecticut
$254K -$5.03K 5 0.03% Reduced
1741
Cohen & Steers
Cohen & Steers
New York
$253K $0 1 0% Maintained
1742
RAM
Riggs Asset Management
Pennsylvania
$253K +$195K 2 0.1% Increased
1743
NFG
Nadler Financial Group
Illinois
$252K +$196K 1 0.06% New
1744
AAP
Ardsley Advisory Partners
Connecticut
$251K -$52.8K 1 0.04% Reduced
1745
CMBA
C.M. Bidwell & Associates
Hawaii
$251K -$85.4K 4 0.23% Reduced
1746
IIC
Ironwood Investment Counsel
Arizona
$251K +$11K 1 0.09% Increased
1747
AMC
Asset Management Corp
Illinois
$250K +$250K 1 0.18% New
1748
BPWA
Beacon Pointe Wealth Advisors
California
$250K -$139K 1 0.05% Reduced
1749
BWM
BigSur Wealth Management
Florida
$250K $0 1 0.14% Maintained
1750
BAS
Brown Advisory Securities
Maryland
$250K +$234K 1 0.06% New