← All themes

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
1951
FANJ
Financial Architects (New Jersey)
New Jersey
$47K $0 3 0.01% Maintained
1952
TCM
TD Capital Management
Tennessee
$47K $0 2 0.01% Maintained
1953
CHA
Carmichael Hill & Associates
Maryland
$46K +$37K 2 0.03% New
1954
Country Trust Bank
Country Trust Bank
Illinois
$46K $0 1 0% Maintained
1955
BC
Barnett & Company
Tennessee
$45K +$37.3K 4 0.03% Increased
1956
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$45K $0 1 0.01% Maintained
1957
WQ
Wealth Quarterback
New Jersey
$44.8K +$176K 5 0.04% New
1958
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$44K +$27.3K 1 0% Increased
1959
NIM
NuWave Investment Management
New Jersey
$44K -$23.3K 1 0.04% Reduced
1960
TC
Trust Company
Kansas
$44K $0 1 0.04% Maintained
1961
DWA
Dorsey Wright & Associates
California
$42K $0 3 0.01% Maintained
1962
Harding Loevner
Harding Loevner
New Jersey
$42K $0 1 0% Maintained
1963
MWA
Moser Wealth Advisors
Washington
$42K +$32.5K 1 0.04% New
1964
PGAM
Princeton Global Asset Management
New Jersey
$42K +$21.8K 2 0.02% Increased
1965
SFG
Sowa Financial Group
Rhode Island
$42K +$39.1K 2 0.03% New
1966
WC
Whitnell & Co
Illinois
$42K $0 1 0.01% Maintained
1967
WPA
West Paces Advisors
Georgia
$40.8K +$14.1K 3 0.02% Increased
1968
IWP
IAG Wealth Partners
Wisconsin
$40K +$34.7K 3 0.03% New
1969
SFSG
Stearns Financial Services Group
North Carolina
$40K -$6.51K 1 0.01% Reduced
1970
LAS
Lloyd Advisory Services
Georgia
$36K +$33.8K 1 0.03% New
1971
RWB
RMR Wealth Builders
New Jersey
$35K +$30.5K 2 0.03% New
1972
BBA
Braun-Bostich & Associates
Pennsylvania
$33K +$25.1K 1 0.03% New
1973
FMP
Financial Management Professionals
Texas
$33K $0 1 0.01% Maintained
1974
RBC
Roble Belko & Company
Pennsylvania
$33K $0 2 0.01% Maintained
1975
FPB
First PREMIER Bank
South Dakota
$32K $0 2 0.01% Maintained