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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
1926
KAS
Kemnay Advisory Services
New York
$63K $0 1 0.02% Maintained
1927
CHC
City Holding Co
West Virginia
$62K -$17.8K 3 0.01% Reduced
1928
CX Institutional
CX Institutional
Indiana
$62K +$1.69K 2 0.01% Increased
1929
RFWA
RPg Family Wealth Advisory
Massachusetts
$61.1K +$4.23K 1 0.04% Increased
1930
LWA
Lenox Wealth Advisors
New York
$59K +$11.9K 3 0.01% Increased
1931
FCM
Firestone Capital Management
Florida
$58K +$47.1K 3 0.02% New
1932
FBT
First Bank & Trust
South Dakota
$58K +$25.7K 2 0.04% Increased
1933
TCWM
Total Clarity Wealth Management
Illinois
$58K +$52.8K 3 0.04% New
1934
ARMC
American Research & Management Company
Massachusetts
$57K $0 1 0.02% Maintained
1935
HGWM
Harvest Group Wealth Management
Massachusetts
$57K $0 5 0.05% Maintained
1936
WCG
Weaver Consulting Group
California
$56K $0 4 0.03% Maintained
1937
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$55K +$27.3K 3 0% Increased
1938
WAS
Winch Advisory Services
Wisconsin
$55K -$67.3K 3 0.03% Reduced
1939
GEA
Glen Eagle Advisors
New Jersey
$55K +$24K 4 0.03% Increased
1940
1IA
1834 Investment Advisors
Wisconsin
$54K $0 2 0.01% Maintained
1941
AWM
AllSquare Wealth Management
New York
$54K $0 2 0.04% Maintained
1942
JFA
JNBA Financial Advisors
Minnesota
$54K +$11.5K 3 0.01% Increased
1943
LGWM
Litman Gregory Wealth Management
California
$54K $0 1 0.01% Maintained
1944
DSC
Duncker Streett & Co
Missouri
$52K +$49.2K 3 0.01% New
1945
GG
Gleason Group
Kentucky
$52K +$48.3K 1 0.03% New
1946
SWM
Sugarloaf Wealth Management
Georgia
$51K +$39.4K 2 0.02% New
1947
KLWA
Kelly Lawrence W & Associates
California
$50K $0 1 0.01% Maintained
1948
BDF
Black Diamond Financial
Maryland
$49K +$52.5K 1 0.04% New
1949
RG
Retirement Group
California
$49K +$38.4K 1 0.03% New
1950
MAWCM
Mine & Arao Wealth Creation & Management
California
$48K +$37.4K 1 0.05% New