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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
2176
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$263K +$224K 1 0.06% New
2177
IDA
Intelligence Driven Advisers
California
$263K +$217K 1 0.06% New
2178
Alesco Advisors
Alesco Advisors
New York
$262K +$216K 1 0.01% New
2179
RIL
Rothschild Investment LLC
Illinois
$262K +$216K 1 0.03% New
2180
BCA
Bray Capital Advisors
Florida
$260K +$118K 1 0.09% Increased
2181
OFG
Oxford Financial Group
Indiana
$260K +$214K 1 0.04% New
2182
RCA
Rowland Carmichael Advisors
Arizona
$260K $0 1 0.1% Maintained
2183
SC
Steph & Co
Wisconsin
$260K $0 1 0.24% Maintained
2184
SHJ
Sharkey, Howes & Javer
Colorado
$259K +$228K 1 0.1% New
2185
SWRP
Summit Wealth & Retirement Planning
California
$259K +$214K 1 0.11% New
2186
RFWA
RPg Family Wealth Advisory
Massachusetts
$259K -$47.8K 2 0.14% Reduced
2187
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$258K $0 1 0% Maintained
2188
LMR Partners
LMR Partners
United Kingdom
$258K -$2.72M 1 0.01% Reduced
2189
FANJ
Financial Architects (New Jersey)
New Jersey
$257K +$23.6K 1 0.06% Increased
2190
OFG
OmniStar Financial Group
North Carolina
$257K +$213K 1 0.19% New
2191
OCAM
Onex Canada Asset Management
Ontario, Canada
$257K -$213K 1 0.02% Reduced
2192
FIM
Fernwood Investment Management
Massachusetts
$256K $0 1 0.12% Maintained
2193
PBF
Petix & Botte Financial
California
$256K +$211K 1 0.2% New
2194
RCC
Red Cedar Capital
Nebraska
$256K $0 3 0.22% Maintained
2195
W
Wealthquest
Ohio
$256K +$212K 1 0.06% New
2196
BOM
Bank of Marin
California
$255K $0 1 0.26% Maintained
2197
NWS
Newport Wealth Strategies
California
$255K +$202K 1 0.19% New
2198
HI
Hudock Inc
Pennsylvania
$254K +$35.6K 8 0.09% Increased
2199
JWBC
J.W. Burns & Co
New York
$254K +$210K 1 0.05% New
2200
MWA
MFA Wealth Advisors
Pennsylvania
$254K -$58.6K 1 0.27% Reduced