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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
1901
RWG
Regal Wealth Group
California
$83K $0 1 0.08% Maintained
1902
CAL
Capital Advisors Ltd
Ohio
$82K +$6.23K 4 0.03% Increased
1903
TC
Truvestments Capital
Florida
$81K +$106K 4 0.1% New
1904
RMC
Resources Management Corp
Connecticut
$80K -$22.9K 1 0.02% Reduced
1905
KAS
Kemnay Advisory Services
New York
$79K $0 1 0.02% Maintained
1906
AA
AlphaMark Advisors
Kentucky
$78K -$32.7K 4 0.04% Reduced
1907
ARMC
American Research & Management Company
Massachusetts
$72K $0 1 0.03% Maintained
1908
CFO
CVA Family Office
Colorado
$72K +$85.3K 1 0.07% New
1909
RFWA
RPg Family Wealth Advisory
Massachusetts
$71.8K -$5.6K 1 0.06% Reduced
1910
EIP
Ellis Investment Partners
Pennsylvania
$71K +$13.1K 3 0.03% Increased
1911
AIS
Accurate Investment Solutions
Pennsylvania
$70K -$1.25K 3 0.06% Reduced
1912
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$70K -$23.5K 2 0.07% Reduced
1913
SWM
Sugarloaf Wealth Management
Georgia
$69K +$6.22K 2 0.03% Increased
1914
CHC
City Holding Co
West Virginia
$68K +$28.3K 4 0.02% Increased
1915
LGWM
Litman Gregory Wealth Management
California
$68K $0 1 0.02% Maintained
1916
FC
Fore Capital
New York
$66K $0 1 0.05% Maintained
1917
WAS
Winch Advisory Services
Wisconsin
$65K +$5.78K 3 0.03% Increased
1918
KFI
Key Financial Inc
Pennsylvania
$63K +$76.5K 5 0.06% New
1919
SL
Savior LLC
Massachusetts
$63K -$6.88K 6 0.07% Reduced
1920
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$63K +$92 3 0.06% Increased
1921
TFO
Tarbox Family Office
California
$62K -$59.2K 7 0.02% Reduced
1922
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$60K -$794 2 0.02% Reduced
1923
MAWCM
Mine & Arao Wealth Creation & Management
California
$60K $0 1 0.07% Maintained
1924
ICM
Islay Capital Management
Texas
$59K +$91.5K 1 0.08% New
1925
SMG
Spectrum Management Group
Indiana
$59K -$119K 1 0.02% Reduced