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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
1751
WAM
Watermark Asset Management
California
$17K $0 2 0.01% Maintained
1752
EWM
Elmwood Wealth Management
California
$16.7K -$747 1 0.01% Reduced
1753
ADL
Asset Dedication LLC
California
$16K -$144K 1 0.01% Reduced
1754
JWA
JFS Wealth Advisors
Pennsylvania
$16K $0 2 0% Maintained
1755
ME
McIlrath & Eck
Washington
$16K +$625 2 0.01% Increased
1756
OFW
Omnia Family Wealth
Florida
$16K -$36.2K 3 0.01% Reduced
1757
PO
Private Ocean
California
$16K -$61K 2 0.01% Reduced
1758
Financial Engines Advisors
Financial Engines Advisors
California
$15K +$3.12K 1 0% Increased
1759
FCMT
Founders Capital Management (Texas)
Texas
$14K $0 1 0.01% Maintained
1760
LWA
Lowe Wealth Advisors
Maryland
$14K -$13.8K 4 0.01% Reduced
1761
BAM
Barrett Asset Management
New York
$13K -$23K 1 0% Reduced
1762
PCFFS
Pacific Center for Financial Services
California
$13K $0 1 0.01% Maintained
1763
PFSC
Peoples Financial Services Corp
Pennsylvania
$13K $0 2 0.01% Maintained
1764
AWMS
Advocacy Wealth Management Services
Georgia
$12K $0 1 0.01% Maintained
1765
PRS
Pinkerton Retirement Specialists
Idaho
$12K -$7.94K 1 0% Reduced
1766
TFO
Tarbox Family Office
California
$12K -$65.4K 4 0% Reduced
1767
CWSR
Chessman Wealth Strategies RIA
Texas
$11K +$12.1K 2 0.01% New
1768
FFW
Fusion Family Wealth
New York
$11K +$3.44K 1 0% Increased
1769
ANBT
American National Bank & Trust
Texas
$10K $0 1 0% Maintained
1770
BG
Bollard Group
Massachusetts
$10K +$54 1 0% Increased
1771
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$10K -$2.19K 3 0% Reduced
1772
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K +$3.12K 1 0% Increased
1773
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$9K $0 1 0% Maintained
1774
Close Asset Management
Close Asset Management
United Kingdom
$9K $0 1 0% Maintained
1775
QCIG
Quad-Cities Investment Group
Iowa
$9K +$10.3K 1 0.01% New