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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
1951
OFG
OmniStar Financial Group
North Carolina
$47K +$55.3K 1 0.05% New
1952
DSC
Duncker Streett & Co
Missouri
$45K $0 3 0.01% Maintained
1953
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$45K -$12K 3 0% Reduced
1954
MF
Manchester Financial
California
$44K +$31.7K 3 0.03% Increased
1955
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$44K +$209 3 0% Increased
1956
GG
Gleason Group
Kentucky
$43K +$550 1 0.03% Increased
1957
BDF
Black Diamond Financial
Maryland
$41K +$1.52K 1 0.03% Increased
1958
FMP
Financial Management Professionals
Texas
$41K $0 1 0.02% Maintained
1959
KLWA
Kelly Lawrence W & Associates
California
$41K $0 1 0.01% Maintained
1960
BBA
Braun-Bostich & Associates
Pennsylvania
$40K +$4.35K 1 0.05% Increased
1961
IF
Ironwood Financial
Arizona
$40K +$12.4K 2 0.03% Increased
1962
NCM
New Capital Management
Texas
$40K -$89.9K 1 0.08% Reduced
1963
AFIA
America First Investment Advisors
Nebraska
$39K $0 1 0.01% Maintained
1964
Country Trust Bank
Country Trust Bank
Illinois
$38K $0 1 0% Maintained
1965
PP
PrairieView Partners
Minnesota
$38K +$44.8K 1 0.01% New
1966
PGAM
Princeton Global Asset Management
New Jersey
$38K +$7.53K 5 0.02% Increased
1967
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$37K +$43.5K 1 0.05% New
1968
TVWM
Tower View Wealth Management
Wisconsin
$36K +$24.3K 1 0.03% Increased
1969
SFG
Sowa Financial Group
Rhode Island
$34K $0 2 0.03% Maintained
1970
LSA
Lion Street Advisors
Texas
$33K +$40.2K 3 0.18% New
1971
KFS
Kelly Financial Services
Massachusetts
$32.1K $0 3 0.04% Maintained
1972
HI
Hudock Inc
Pennsylvania
$32K +$1.83K 7 0.01% Increased
1973
LPWM
Lake Point Wealth Management
Texas
$32K +$21K 2 0.03% Increased
1974
AW
Avion Wealth
Texas
$31K +$36.2K 2 0.01% New
1975
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$31K -$237K 1 0.07% Reduced