← All themes

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
1851
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$155K -$4K 5 0.01% Reduced
1852
AIM
Anchor Investment Management
South Carolina
$155K +$3.25K 3 0.03% Increased
1853
MWP
Meridian Wealth Partners
Pennsylvania
$154K +$119K 1 0.1% New
1854
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$152K -$49.9K 7 0.06% Reduced
1855
OC
Oakworth Capital
Alabama
$148K -$21.2K 4 0.03% Reduced
1856
AWM
Atticus Wealth Management
Florida
$146K +$143K 4 0.09% New
1857
RMAM
Raab & Moskowitz Asset Management
New Jersey
$145K +$136K 3 0.06% New
1858
EI
Ellevest Inc
New York
$144K +$86.4K 5 0.04% Increased
1859
OGC
Oak Grove Capital
New Hampshire
$142K +$111K 1 0.06% New
1860
SCM
Scopia Capital Management
New York
$141K -$13.4K 1 0.01% Reduced
1861
TFO
Tarbox Family Office
California
$141K +$107K 9 0.04% Increased
1862
HI
Human Investing
Oregon
$138K $0 1 0.05% Maintained
1863
PA
PSI Advisors
Florida
$137K +$107K 1 0.09% New
1864
HWM
Howard Wealth Management
Connecticut
$136K +$108K 2 0.11% New
1865
GLI
Guardian Life Insurance
New York
$132K -$1.33K 2 0.03% Reduced
1866
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$132K +$17.3K 2 0.01% Increased
1867
APC
Aspire Private Capital
North Carolina
$130K +$4K 1 0.06% Increased
1868
BFC
Bedel Financial Consulting
Indiana
$129K +$2.93K 2 0.07% Increased
1869
IBOK
Independence Bank of Kentucky
Kentucky
$127K -$4.44K 1 0.08% Reduced
1870
SAS
Stelac Advisory Services
New York
$125K +$97.6K 1 0.09% New
1871
BAM
Bellevue Asset Management
Washington
$124K +$96.6K 1 0.1% New
1872
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$124K $0 1 0.01% Maintained
1873
Pathstone Family Office
Pathstone Family Office
New Jersey
$123K +$5.86K 1 0.01% Increased
1874
RMC
Resources Management Corp
Connecticut
$121K $0 1 0.02% Maintained
1875
LRPA
L. Roy Papp & Associates
Arizona
$119K $0 1 0.02% Maintained