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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
1976
PLU
Performa Ltd (US)
South Carolina
$31K +$37.3K 1 0.03% New
1977
SFSG
Stearns Financial Services Group
North Carolina
$31K -$21.8K 1 0.01% Reduced
1978
Harding Loevner
Harding Loevner
New Jersey
$30K +$3K 1 0% Increased
1979
RBC
Roble Belko & Company
Pennsylvania
$30K $0 2 0.01% Maintained
1980
BWP
Baldwin Wealth Partners
Massachusetts
$29K $0 3 0.01% Maintained
1981
BCA
Bray Capital Advisors
Florida
$29K $0 1 0.01% Maintained
1982
WQ
Wealth Quarterback
New Jersey
$28.6K -$148K 4 0.03% Reduced
1983
PFSC
Peoples Financial Services Corp
Pennsylvania
$28K -$3.58K 2 0.02% Reduced
1984
MCF Advisors
MCF Advisors
Kentucky
$26K +$30.5K 1 0% New
1985
MWA
Moser Wealth Advisors
Washington
$26K -$31.1K 1 0.03% Reduced
1986
BC
Barnett & Company
Tennessee
$25K -$13.7K 2 0.02% Reduced
1987
BWM
Baystate Wealth Management
Massachusetts
$25K +$9.31K 3 0% Increased
1988
KTC
Kistler-Tiffany Companies
Pennsylvania
$25K -$45.8K 4 0.01% Reduced
1989
DWA
Dorsey Wright & Associates
California
$24K -$18K 2 0.01% Reduced
1990
VAIA
Virtus Alternative Investment Advisers
Connecticut
$24K +$23.5K 1 0.33% New
1991
AIM
Arcadia Investment Management
Michigan
$23K $0 1 0.01% Maintained
1992
CWM
Cranbrook Wealth Management
Michigan
$23K +$10.6K 2 0.01% Increased
1993
NL
NKCFO LLC
Illinois
$23K $0 1 0.02% Maintained
1994
EWM
Elmwood Wealth Management
California
$22.9K +$52.5K 2 0.02% New
1995
RWM
Raffa Wealth Management
District of Columbia
$22.1K +$2.79K 7 0.01% Increased
1996
FPB
First PREMIER Bank
South Dakota
$22K $0 2 0.01% Maintained
1997
HWM
HighMark Wealth Management
Minnesota
$22K -$109K 2 0.03% Reduced
1998
MMG
Monetary Management Group
Missouri
$21K -$6.22K 1 0.01% Reduced
1999
TF
Tompkins Financial
New York
$20K +$6.22K 2 0% Increased
2000
CWA
Carolina Wealth Advisors
South Carolina
$19K +$6.84K 1 0.02% Increased