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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
2126
LA
LVW Advisors
New York
$7.8M +$370K 8 0.67% Increased
2127
BWM
BigSur Wealth Management
Florida
$7.8M +$306K 2 1.88% Increased
2128
FDS
Freedom Day Solutions
Texas
$7.8M -$196K 2 1.73% Reduced
2129
GAM
Grandview Asset Management
Pennsylvania
$7.79M +$175K 3 1.94% Increased
2130
DWG
Darden Wealth Group
Michigan
$7.79M +$154K 4 3.09% Increased
2131
RRA
Round Rock Advisors
Connecticut
$7.78M -$196K 8 1% Reduced
2132
SIC
Schwartz Investment Counsel
Michigan
$7.78M $0 1 0.26% Maintained
2133
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$7.76M -$1.11M 6 0.27% Reduced
2134
BFP
Beacon Financial Planning
Massachusetts
$7.76M +$251K 2 2.63% Increased
2135
AFT
Alpha Family Trust
California
$7.75M $0 4 3.12% Maintained
2136
CIA
Cladis Investment Advisory
Montana
$7.75M +$5.1K 2 3.62% Increased
2137
Barings
Barings
North Carolina
$7.73M -$89.4K 3 0.14% Reduced
2138
EMAM
Encompass More Asset Management
California
$7.73M -$2.94M 2 1.13% Reduced
2139
OBWG
Onyx Bridge Wealth Group
New York
$7.73M +$547K 6 0.7% Increased
2140
CP
Castleview Partners
Texas
$7.73M +$2.05M 3 3.4% Increased
2141
EW
Elyxium Wealth
California
$7.72M +$3.48M 5 0.81% Increased
2142
SC
Searle & Co
Connecticut
$7.7M +$129K 4 1.73% Increased
2143
EI
Ellevest Inc
New York
$7.7M -$92.2K 8 0.91% Reduced
2144
JSAM
J. Safra Asset Management
New York
$7.69M -$364K 5 0.35% Reduced
2145
GWM
Graybill Wealth Management
Illinois
$7.68M -$61.2K 1 2.07% Reduced
2146
Foster Group
Foster Group
Iowa
$7.68M +$480K 5 0.2% Increased
2147
AWM
Affinity Wealth Management
Delaware
$7.64M +$202K 3 0.98% Increased
2148
BDS
Banco de Sabadell
Florida
$7.61M +$34.7K 2 4.46% Increased
2149
HBWM
Hollow Brook Wealth Management
New York
$7.61M -$1.94M 2 1.51% Reduced
2150
TBNY
Trustco Bank (New York)
New York
$7.6M -$75.5K 1 5.55% Reduced