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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
1801
GSC
G&S Capital
Colorado
$4K +$4.58K 1 0% New
1802
WOC
West Oak Capital
California
$3.59K +$3.72K 1 0% New
1803
SHJ
Sharkey, Howes & Javer
Colorado
$3K -$3.05K 1 0% Reduced
1804
CFA
Camarda Financial Advisors
Florida
$2K $0 1 0% Maintained
1805
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$2K $0 1 0% Maintained
1806
FCT
Family Capital Trust
Massachusetts
$2K $0 1 0% Maintained
1807
IAS
INR Advisory Services
Pennsylvania
$2K +$853 2 0% Increased
1808
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$1K $0 1 0% Maintained
1809
BAMG
Brand Asset Management Group
Missouri
$1K +$1.14K 1 0% New
1810
MIM
Macroview Investment Management
Maryland
$1K -$107K 1 0% Reduced
1811
NR
Newfound Research
Massachusetts
$1K +$77 2 0% Increased
1812
NPP
New Potomac Partners
Maryland
$1K -$20.5K 1 0% Reduced
1813
NSB
Norway Savings Bank
Maine
$1K +$619 1 0% New
1814
TFA
Transamerica Financial Advisors
Florida
$1K +$387 1 0% New
1815
AFC
AFT Forsyth & Company
Florida
$0 -$538K 0 – Closed
1816
AIP
Almanack Investment Partners
Pennsylvania
$0 -$111K 0 – Closed
1817
ATIA
American Trust Investment Advisors
New Hampshire
$0 -$245K 0 – Closed
1818
AC
Apertura Capital
Texas
$0 -$2.31M 0 – Closed
1819
AG
Appleton Group
Wisconsin
$0 -$207K 0 – Closed
1820
AAP
Ardsley Advisory Partners
Connecticut
$0 -$698K 0 – Closed
1821
AC
Ashler Capital
Illinois
$0 +$26 1 0% New
1822
Avantax Planning Partners
Avantax Planning Partners
Iowa
$0 -$364K 0 – Closed
1823
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0 -$13.2M 0 – Closed
1824
BCM
Basswood Capital Management
New York
$0 -$3.65M 0 – Closed
1825
Becker Capital Management
Becker Capital Management
Oregon
$0 -$201K 0 – Closed