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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
1851
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$533K +$78.2K 1 0.25% Increased
1852
AlphaStar Capital Management
AlphaStar Capital Management
North Carolina
$530K +$37K 1 0.11% Increased
1853
HIS
Horizon Investment Services
Indiana
$530K -$10.6K 1 0.35% Reduced
1854
Versant Capital Management
Versant Capital Management
Arizona
$530K -$36.4K 10 0.24% Reduced
1855
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$527K -$165K 1 0.11% Reduced
1856
BIA
Bigelow Investment Advisors
Maine
$526K +$167K 2 0.31% Increased
1857
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$526K +$5.31K 1 0.31% Increased
1858
Blueprint Investment Partners
Blueprint Investment Partners
North Carolina
$524K +$263K 1 0.41% New
1859
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$524K -$351K 2 0.14% Reduced
1860
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$522K -$100K 1 0.03% Reduced
1861
MHR
Matthew Hamilton Rosenberg
$521K +$23K 2 0.38% Increased
1862
PFA
Professional Financial Advisors
Nebraska
$521K -$30.3K 2 0.49% Reduced
1863
RW
REDW Wealth
New Mexico
$521K -$8.86K 1 0.22% Reduced
1864
Tamar Securities
Tamar Securities
California
$521K +$430K 1 0.32% New
1865
WWM
Windsor Wealth Management
Indiana
$518K +$107K 1 0.15% Increased
1866
AMC
Asset Management Corp
Illinois
$516K +$152K 2 0.31% Increased
1867
DIM
DC Investments Management
Virginia
$516K -$378K 1 0.56% Reduced
1868
Evolution Wealth Advisors
Evolution Wealth Advisors
Florida
$516K +$326K 2 0.14% Increased
1869
Sargent Investment Group
Sargent Investment Group
Maryland
$516K -$27.3K 1 0.19% Reduced
1870
CF
Corrigan Financial
Rhode Island
$514K +$13.8K 1 0.26% Increased
1871
ATC
Adirondack Trust Company
New York
$514K +$20.2K 3 0.34% Increased
1872
FAG
Financial Advisory Group
Texas
$514K +$424K 1 0.17% New
1873
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors
Pennsylvania
$514K +$489 1 0.17% Increased
1874
ATIA
American Trust Investment Advisors
New Hampshire
$513K +$51.4K 1 0.37% Increased
1875
Mirova
Mirova
France
$511K +$422K 1 0.08% New