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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
1876
MTCM
Mint Tower Capital Management
Netherlands
$509K -$13.6M 1 0.06% Reduced
1877
LCM
Leisure Capital Management
California
$508K -$360K 1 0.38% Reduced
1878
BRG
Bay Rivers Group
Virginia
$507K +$4.25K 1 0.48% Increased
1879
NL
NVWM LLC
Pennsylvania
$506K +$84.7K 1 0.24% Increased
1880
GCA
Greenwood Capital Associates
South Carolina
$505K +$164K 1 0.1% Increased
1881
WI
Wintrust Investments
Illinois
$504K +$191K 2 0.07% Increased
1882
GBA
Garrison Bradford & Associates
New York
$502K +$24.8K 1 0.71% Increased
1883
HAIM
Hunter Associates Investment Management
Pennsylvania
$502K +$102K 1 0.14% Increased
1884
LA
Linden Advisors
New York
$502K $0 1 0.01% Maintained
1885
TMC
Trellus Management Company
Florida
$501K +$517K 1 0.51% New
1886
CRWM
Castle Rock Wealth Management
California
$499K +$28.7K 1 0.33% Increased
1887
KWMG
King Wealth Management Group
Florida
$499K +$220K 2 0.13% Increased
1888
IWA
Intercontinental Wealth Advisors
Texas
$498K +$411K 1 0.15% New
1889
PFBT
Parkside Financial Bank & Trust
Missouri
$497K -$1.08M 12 0.17% Reduced
1890
HFA
Hoover Financial Advisors
Pennsylvania
$496K +$118K 1 0.16% Increased
1891
Inspire Investing
Inspire Investing
Idaho
$496K +$262K 2 0.14% Increased
1892
NB
Nicolet Bankshares
Wisconsin
$496K -$16.1K 1 0.17% Reduced
1893
RDWM
Red Door Wealth Management
Tennessee
$496K +$49.6K 1 0.37% Increased
1894
BDWM
Brewin Dolphin Wealth Management
Ireland
$494K +$50.7K 2 0.09% Increased
1895
LCC
Lincoln Capital Corp
Rhode Island
$493K +$407K 1 0.36% New
1896
SCG
Sonata Capital Group
Washington
$493K -$407K 1 0.29% Reduced
1897
OC
Oarsman Capital
Wisconsin
$491K -$117K 1 0.22% Reduced
1898
TIM
Total Investment Management
Arizona
$488K +$77.2K 1 0.14% Increased
1899
GWI
Grace & White Inc
New York
$486K -$11.8K 1 0.13% Reduced
1900
SRAM
Spouting Rock Asset Management
Pennsylvania
$486K -$1.38M 1 0.23% Reduced