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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
VV
Verity & Verity
South Carolina
$311K +$5.31K 1 0.07% Increased
2102
Ruffer LLP
Ruffer LLP
United Kingdom
$309K -$220K 1 0.01% Reduced
2103
SWIG
Strategic Wealth Investment Group
Kentucky
$309K +$255K 1 0.23% New
2104
UCMOK
United Capital Management of KS
Kansas
$309K +$255K 1 0.16% New
2105
WPA
West Paces Advisors
Georgia
$309K -$21.8K 3 0.16% Reduced
2106
BBA
Braun-Bostich & Associates
Pennsylvania
$308K +$106K 1 0.31% Increased
2107
EIG
Ellenbecker Investment Group
Wisconsin
$307K +$254K 1 0.13% New
2108
BFG
Bouchey Financial Group
New York
$305K +$251K 1 0.06% New
2109
CIM
CIM Investment Management
Pennsylvania
$305K +$312K 1 0.12% New
2110
IWA
Inspirion Wealth Advisors
Illinois
$305K -$444K 1 0.1% Reduced
2111
FPFS
First Personal Financial Services
North Carolina
$304K -$6.38K 2 0.1% Reduced
2112
RHDIC
R.H. Dinel Investment Counsel
California
$304K $0 1 0.29% Maintained
2113
AF
Arrow Financial
New York
$303K -$112K 2 0.06% Reduced
2114
GAM
Gould Asset Management
California
$303K $0 1 0.1% Maintained
2115
GDP
Great Diamond Partners
Maine
$303K +$291K 1 0.11% New
2116
LWS
Lucia Wealth Services
California
$303K +$289K 2 0.07% New
2117
CT
Chicago Trust
Illinois
$302K +$250K 1 0.13% New
2118
AFC
AFT Forsyth & Company
Florida
$300K +$248K 1 0.22% New
2119
AAM
Ascension Asset Management
New York
$300K +$248K 1 0.24% New
2120
FAM
Fulcrum Asset Management
United Kingdom
$300K -$1.55M 0 – Closed
2121
PWM
PBMares Wealth Management
Virginia
$300K +$248K 1 0.44% New
2122
HDIM
Hanson & Doremus Investment Management
Vermont
$298K -$20.7K 5 0.09% Reduced
2123
BHWM
Bar Harbor Wealth Management
New Hampshire
$297K $0 1 0.03% Maintained
2124
HIM
Hotaling Investment Management
Pennsylvania
$297K -$31.9K 1 0.16% Reduced
2125
WAS
Winch Advisory Services
Wisconsin
$297K +$27.7K 3 0.13% Increased