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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
CHA
Carmichael Hill & Associates
Maryland
$58K +$4.98K 2 0.05% Increased
1927
CAC
Certified Advisory Corp
Florida
$58K $0 3 0.02% Maintained
1928
SAM
S.A. Mason
Michigan
$58K -$23K 1 0.07% Reduced
1929
NIM
NuWave Investment Management
New Jersey
$56K +$22.5K 1 0.12% Increased
1930
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$55.1K -$29.8K 3 0.01% Reduced
1931
FANJ
Financial Architects (New Jersey)
New Jersey
$55K -$2.52K 3 0.02% Reduced
1932
TCM
TD Capital Management
Tennessee
$55K $0 2 0.01% Maintained
1933
TC
Trust Company
Kansas
$55K $0 1 0.06% Maintained
1934
JFA
JNBA Financial Advisors
Minnesota
$54K $0 3 0.01% Maintained
1935
FP
Financial Perspectives
Minnesota
$53.3K +$42.9K 4 0.04% Increased
1936
AP
Atwood & Palmer
Missouri
$53K +$18.3K 2 0.01% Increased
1937
CCA
Column Capital Advisors
Indiana
$53K -$43.3K 6 0.02% Reduced
1938
FCB
First Command Bank
Texas
$53K +$63.4K 2 0.03% New
1939
FCFS
First Command Financial Services
Texas
$53K +$63.4K 2 0.03% New
1940
HF
Halpern Financial
Virginia
$52.4K +$62.2K 1 0.05% New
1941
QAM
Q3 Asset Management
Michigan
$52K +$62.2K 1 0.05% New
1942
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$52K -$20.4K 2 0.02% Reduced
1943
1IA
1834 Investment Advisors
Wisconsin
$51K $0 2 0.01% Maintained
1944
CB
Community Bank
New York
$51K -$3.28K 2 0.01% Reduced
1945
LS
Leelyn Smith
Illinois
$51K -$58K 2 0.03% Reduced
1946
AWM
AllSquare Wealth Management
New York
$50K -$20.5K 3 0.04% Reduced
1947
CA
CastleArk Alternatives
Illinois
$50K +$59.1K 1 0.34% New
1948
WCG
Weaver Consulting Group
California
$49K -$20.8K 4 0.03% Reduced
1949
SNT
Security National Trust
West Virginia
$48K +$13.9K 2 0.02% Increased
1950
LAS
Lloyd Advisory Services
Georgia
$47K +$19.9K 2 0.03% Increased