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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
IAS
INR Advisory Services
Pennsylvania
$1K -$1K 1 0% Reduced
1802
NR
Newfound Research
Massachusetts
$1K $0 2 0% Maintained
1803
NSB
Norway Savings Bank
Maine
$1K $0 1 0% Maintained
1804
PS
Portfolio Strategies
New York
$1K +$937 1 0% New
1805
RCG
Ruggie Capital Group
Florida
$1K -$10.9K 1 0% Reduced
1806
3C
361 Capital
Colorado
$0 -$1.52M 0 – Closed
1807
AWA
Acorn Wealth Advisors
Michigan
$0 -$30K 0 – Closed
1808
ACM
Alpha Capital Management
Texas
$0 -$332K 0 – Closed
1809
Alphinity Investment Management
Alphinity Investment Management
Australia
$0 -$15.9M 0 – Closed
1810
AFNAS
American Financial Network Advisory Services
California
$0 -$32.5K 0 – Closed
1811
AGC
Angelo Gordon & Co
New York
$0 -$16.9M 0 – Closed
1812
AC
Ashler Capital
Illinois
$0 $0 0 – Closed
1813
Aspiriant LLC
Aspiriant LLC
California
$0 -$464K 0 – Closed
1814
BO
Bach Option
Hong Kong
$0 -$310K 0 – Closed
1815
BFG
Barber Financial Group
Kansas
$0 -$215K 0 – Closed
1816
BCA
Bay Colony Advisors
Massachusetts
$0 -$137K 0 – Closed
1817
BFIC
Bedell Frazier Investment Counselling
California
$0 -$4.91M 0 – Closed
1818
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$0 -$7.2M 0 – Closed
1819
BHA
Beech Hill Advisors
New York
$0 -$1.71M 0 – Closed
1820
BIA
Biondo Investment Advisors
Pennsylvania
$0 -$1.04M 0 – Closed
1821
BA
Birinyi Associates
Connecticut
$0 -$206K 0 – Closed
1822
BCP
Blackhawk Capital Partners
Wisconsin
$0 -$144K 0 – Closed
1823
BCWM
Blue Chip Wealth Management
Florida
$0 -$377K 0 – Closed
1824
B
Bridgeworth
Alabama
$0 -$94K 0 – Closed
1825
BRF
B. Riley Financial
California
$0 -$272K 0 – Closed