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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
1776
WC
Westhampton Capital
North Carolina
$11.5M -$824K 3 4.78% Reduced
1777
JIR
James Investment Research
Ohio
$11.5M -$1.13M 7 1.17% Reduced
1778
LAM
Lynch Asset Management
Pennsylvania
$11.5M +$202K 3 3.14% Increased
1779
LPT
Legacy Private Trust
Wisconsin
$11.5M +$1.96M 4 0.64% Increased
1780
DE
Diversified Enterprises
Delaware
$11.5M +$352K 6 0.55% Increased
1781
BHWM
Beaird Harris Wealth Management
Texas
$11.4M +$1.55K 4 0.72% Increased
1782
MC
Middleton & Co
Massachusetts
$11.4M +$104K 1 1.21% Increased
1783
NB
NBT Bank
New York
$11.4M -$1.06M 7 0.76% Reduced
1784
BCM
Barometer Capital Management
Ontario, Canada
$11.4M +$4.36M 2 3.17% Increased
1785
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$11.4M -$590K 4 2.92% Reduced
1786
Avantax Planning Partners
Avantax Planning Partners
Iowa
$11.4M +$434K 5 0.28% Increased
1787
RFA
Rollins Financial Advisors
New York
$11.3M -$854K 2 1.5% Reduced
1788
HCM
Hengehold Capital Management
Ohio
$11.3M +$372K 4 0.88% Increased
1789
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$11.3M -$220K 2 2.56% Reduced
1790
PTP
Platform Technology Partners
New York
$11.3M +$293K 5 1.85% Increased
1791
TWM
Tradition Wealth Management
Minnesota
$11.3M +$573K 6 0.69% Increased
1792
CFCI
Comprehensive Financial Consultants Institutional
Indiana
$11.3M -$782K 4 2.99% Reduced
1793
PDL
Portfolio Design Labs
California
$11.3M +$3.57M 4 1.85% Increased
1794
NL
NVWM LLC
Pennsylvania
$11.3M -$230K 7 2.27% Reduced
1795
SWP
Strategic Wealth Partners
Ohio
$11.3M -$358K 12 0.7% Reduced
1796
ST
Sentinel Trust
Texas
$11.3M $0 2 1% Maintained
1797
NP
Nilsine Partners
Colorado
$11.2M +$135K 6 0.78% Increased
1798
CIAS
Capital Investment Advisory Services
North Carolina
$11.2M +$533K 9 0.69% Increased
1799
SWR
Spahn Wealth & Retirement
Arizona
$11.2M +$2.83M 2 7.21% Increased
1800
BFG
Beacon Financial Group
Texas
$11.2M +$149K 5 1.02% Increased