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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
2101
IBOK
Independence Bank of Kentucky
Kentucky
$105K -$19.2K 1 0.07% Reduced
2102
BHWM
Bay Harbor Wealth Management
Maryland
$104K -$9.84K 2 0.06% Reduced
2103
CAL
Capital Advisors Ltd
Ohio
$104K $0 4 0.03% Maintained
2104
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$103K +$639 3 0.09% Increased
2105
JFA
JNBA Financial Advisors
Minnesota
$101K +$2.98K 2 0.02% Increased
2106
TC
Truvestments Capital
Florida
$98K +$446 4 0.1% Increased
2107
FP
Financial Perspectives
Minnesota
$95.1K $0 4 0.07% Maintained
2108
SCM
Silvant Capital Management
Georgia
$95K $0 1 0.02% Maintained
2109
CCA
Column Capital Advisors
Indiana
$94K +$3.06K 6 0.03% Increased
2110
FMP
Financial Management Professionals
Texas
$93K +$7.05K 3 0.03% Increased
2111
First Pacific Advisors
First Pacific Advisors
California
$92K +$69K 1 0% New
2112
BBA
Braun-Bostich & Associates
Pennsylvania
$91K $0 1 0.09% Maintained
2113
CB
CNB Bank
Pennsylvania
$91K -$52K 1 0.08% Reduced
2114
CX Institutional
CX Institutional
Indiana
$91K -$85.7K 4 0.01% Reduced
2115
HR
Howe & Rusling
New York
$90K -$114K 6 0.02% Reduced
2116
NCM
New Capital Management
Texas
$86K +$2.43K 1 0.12% Increased
2117
EIP
Ellis Investment Partners
Pennsylvania
$85K +$2.1K 2 0.03% Increased
2118
CFO
CVA Family Office
Colorado
$84K +$2.47K 1 0.07% Increased
2119
CHC
City Holding Co
West Virginia
$82K $0 4 0.02% Maintained
2120
1IA
1834 Investment Advisors
Wisconsin
$80K +$3.03K 3 0.01% Increased
2121
AFIA
America First Investment Advisors
Nebraska
$80K $0 1 0.03% Maintained
2122
FC
Fore Capital
New York
$80K $0 1 0.03% Maintained
2123
MF
Manchester Financial
California
$79K +$4.06K 3 0.06% Increased
2124
PP
PrairieView Partners
Minnesota
$78K $0 1 0.02% Maintained
2125
RBC
Roble Belko & Company
Pennsylvania
$77K +$35.9K 3 0.02% Increased