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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
CIS
Connors Investor Services
Pennsylvania
$249K $0 1 0.03% Maintained
1752
SouthState Corp
SouthState Corp
Florida
$249K +$233K 1 0.03% New
1753
PCM
Pointe Capital Management
Michigan
$248K $0 1 0.21% Maintained
1754
RCM
RB Capital Management
Nevada
$246K -$1.33K 1 0.14% Reduced
1755
AG
Appleton Group
Wisconsin
$245K $0 1 0.31% Maintained
1756
BCA
Berman Capital Advisors
Georgia
$243K +$13.5K 9 0.07% Increased
1757
CWA
Clarity Wealth Advisors
California
$243K +$189K 1 0.2% New
1758
TFGT
TS Financial Group (TSFG)
Illinois
$242K -$1K 3 0.18% Reduced
1759
RIG
Roosevelt Investment Group
New York
$241K $0 1 0.02% Maintained
1760
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$241K +$12.9K 8 0.09% Increased
1761
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$239K -$79.3K 1 0% Reduced
1762
Merit Financial Group
Merit Financial Group
Georgia
$239K +$186K 1 0.02% New
1763
LPT
Legacy Private Trust
Wisconsin
$238K +$228K 1 0.02% New
1764
LWM
Lyell Wealth Management
California
$238K +$185K 1 0.06% New
1765
TC
Tatro Capital
Kentucky
$238K +$223K 1 0.21% New
1766
TCM
Telos Capital Management
California
$238K +$185K 1 0.05% New
1767
ED
Exane Derivatives
France
$237K -$29.8K 3 0.04% Reduced
1768
CAAS
Capital Asset Advisory Services
Michigan
$237K +$204K 1 0.06% New
1769
PG
Proffitt & Goodson
Tennessee
$237K $0 2 0.05% Maintained
1770
Dakota Wealth Management
Dakota Wealth Management
Florida
$236K +$235K 1 0.04% New
1771
WDL
Well Done LLC
Michigan
$236K $0 1 0.05% Maintained
1772
CQS
Credential Qtrade Securities
$236K +$9.98K 3 0.03% Increased
1773
LFA
Landmark Financial Advisors
Kentucky
$235K +$214K 1 0.14% New
1774
TL
TrueWealth LLC
Georgia
$235K -$8.79K 4 0.1% Reduced
1775
MSR
Main Street Research
Connecticut
$234K +$182K 1 0.04% New