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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
SIM
SSI Investment Management
California
$233K -$710 1 0.02% Reduced
1777
ATWA
Arbor Trust Wealth Advisors
Michigan
$232K +$180K 1 0.2% New
1778
CPA
Cowen Prime Advisors
New York
$232K +$6.8K 1 0.11% Increased
1779
AC
Addison Capital
Pennsylvania
$230K +$209K 1 0.15% New
1780
ACG
Allen Capital Group
Nebraska
$230K +$216K 1 0.06% New
1781
QOP
Quinn Opportunity Partners
Virginia
$230K -$3.29M 1 0.03% Reduced
1782
SIG
Schaller Investment Group
North Carolina
$230K $0 1 0.24% Maintained
1783
GLLW
Graves Light Lenhart Wealth
Virginia
$229K -$2.09M 1 0.05% Reduced
1784
LC
Landaas & Company
Wisconsin
$228K +$214K 1 0.16% New
1785
SCA
Sippican Capital Advisors
Massachusetts
$227K +$213K 1 0.25% New
1786
BRM
Boston Research & Management
Massachusetts
$226K $0 1 0.08% Maintained
1787
Financial Engines Advisors
Financial Engines Advisors
California
$226K +$195K 1 0% New
1788
TIA
Tiemann Investment Advisors
California
$226K +$201K 1 0.15% New
1789
SAG
Spotlight Asset Group
Illinois
$225K +$128K 1 0.11% New
1790
WIP
Wellesley Investment Partners
Massachusetts
$224K +$211K 1 0.07% New
1791
Accredited Investors
Accredited Investors
Minnesota
$223K +$173K 1 0.04% New
1792
TW
TrinityPoint Wealth
Connecticut
$223K -$1.95K 1 0.08% Reduced
1793
PAG
Private Advisory Group
Washington
$222K +$173K 1 0.09% New
1794
OFS
Orrstown Financial Services
Pennsylvania
$221K -$8K 1 0.32% Reduced
1795
BBWA
Bell & Brown Wealth Advisors
California
$220K +$135K 1 0.16% New
1796
FM
Fondren Management
Texas
$220K +$20.9K 1 0.23% Increased
1797
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$220K +$206K 1 0.05% New
1798
HCA
Horan Capital Advisors
Ohio
$220K +$3.11K 2 0.13% Increased
1799
SBL
Sargent Bickham Lagudis
Colorado
$220K -$9.76K 3 0.02% Reduced
1800
TI
tru Independence
Oregon
$220K +$212K 3 0.03% New