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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
LF
Lee Financial
Texas
$17K +$8.92K 2 0% Increased
1802
PCFFS
Pacific Center for Financial Services
California
$17K $0 1 0.01% Maintained
1803
PWM
PRW Wealth Management
Massachusetts
$17K +$17.3K 5 0.02% New
1804
SAM
Shamrock Asset Management
Texas
$17K $0 2 0.03% Maintained
1805
RWM
Raffa Wealth Management
District of Columbia
$16.7K $0 7 0.01% Maintained
1806
AWM
Aevitas Wealth Management
Massachusetts
$16K -$58.3K 2 0.02% Reduced
1807
DWA
Dougherty Wealth Advisers
Minnesota
$16K +$16.4K 1 0.05% New
1808
AWMS
Advocacy Wealth Management Services
Georgia
$15K $0 1 0.01% Maintained
1809
MWM
Mascoma Wealth Management
New Hampshire
$15K $0 1 0.01% Maintained
1810
ME
McIlrath & Eck
Washington
$15K -$4.2K 2 0.01% Reduced
1811
PO
Private Ocean
California
$15K $0 2 0% Maintained
1812
TFA
Transamerica Financial Advisors
Florida
$15K +$1.27K 1 0% Increased
1813
BWP
Baldwin Wealth Partners
Massachusetts
$14K -$163K 2 0% Reduced
1814
FFC
First Financial Corp
Indiana
$14K $0 1 0.01% Maintained
1815
FFW
Fusion Family Wealth
New York
$14K $0 1 0% Maintained
1816
BHWM
Bay Harbor Wealth Management
Maryland
$13K +$12.9K 1 0.01% New
1817
TVWM
Tower View Wealth Management
Wisconsin
$13K -$81K 1 0.01% Reduced
1818
TFO
Tarbox Family Office
California
$12K $0 4 0% Maintained
1819
CFG
CKW Financial Group
Hawaii
$11K -$142K 1 0% Reduced
1820
FNC
First National Corp
Massachusetts
$11K +$10.6K 1 0.01% New
1821
FCMT
Founders Capital Management (Texas)
Texas
$11K $0 1 0.01% Maintained
1822
PFSC
Peoples Financial Services Corp
Pennsylvania
$11K $0 2 0.01% Maintained
1823
POIA
Pin Oak Investment Advisors
Texas
$11K +$11.7K 2 0.01% New
1824
QCIG
Quad-Cities Investment Group
Iowa
$11K $0 1 0.01% Maintained
1825
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$11K -$1.29K 3 0% Reduced