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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
2001
MF
Manchester Financial
California
$20K +$19.4K 3 0.01% New
2002
FFC
First Financial Corp
Indiana
$19K -$355 1 0.01% Reduced
2003
KIG
Kessler Investment Group
Indiana
$19K +$9.76K 1 0.02% Increased
2004
LF
Lee Financial
Texas
$19K $0 2 0% Maintained
2005
TF
Tompkins Financial
New York
$19K -$5.24K 1 0% Reduced
2006
ME
McIlrath & Eck
Washington
$18K +$2.93K 2 0.01% Increased
2007
APW
Acima Private Wealth
Virginia
$17K $0 1 0.01% Maintained
2008
CWM
Cranbrook Wealth Management
Michigan
$17K $0 1 0% Maintained
2009
CWAF
Core Wealth Advisors (Florida)
Florida
$15K +$12K 1 0.01% New
2010
FEG
Financial Enhancement Group
Indiana
$15K $0 2 0% Maintained
2011
CFG
CKW Financial Group
Hawaii
$14K $0 1 0% Maintained
2012
SIS
Sound Income Strategies
Florida
$14K -$3.25K 3 0% Reduced
2013
AGA
Accuvest Global Advisors
Utah
$13K +$10.4K 1 0.03% New
2014
BCM
Bourgeon Capital Management
Connecticut
$13K $0 2 0.01% Maintained
2015
Close Asset Management
Close Asset Management
United Kingdom
$13K $0 1 0% Maintained
2016
JSC
Jackson Square Capital
California
$13K +$12K 1 0.01% New
2017
TVWM
Tower View Wealth Management
Wisconsin
$13K $0 1 0.01% Maintained
2018
BCM
Blume Capital Management
California
$12K $0 1 0.01% Maintained
2019
FCMT
Founders Capital Management (Texas)
Texas
$12K $0 1 0.01% Maintained
2020
LPWM
Lake Point Wealth Management
Texas
$12K +$9.9K 3 0% New
2021
SFA
Semmax Financial Advisors
North Carolina
$12K $0 1 0.01% Maintained
2022
WCM
Wealthcare Capital Management
Virginia
$12K +$10.5K 3 0% New
2023
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K $0 2 0% Maintained
2024
TFA
Tobias Financial Advisors
Florida
$11K +$10.2K 2 0.01% New
2025
APWM
Atlas Private Wealth Management
New York
$10K +$8.13K 1 0.01% New